OpenAI’s deal with Broadcom to co-develop and deploy custom AI accelerators marks a decisive escalation in the race to control the computing backbone of generative AI — a strategic pivot that promises higher performance and lower marginal cost for the company’s large language models, while also...
Cisco’s new Silicon One P200 chip and the 8223 routing system mark a strategic push to make geographically distributed data centres operate like a single, gigantic AI computer — promising massive throughput, much lower power draw, and the buffering required to keep AI training jobs coherent...