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  1. 2024

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  1. Calendrier

    janvier

    1. | Data Centre Magazine

      AI Boom Will Cause Data Centre Electricity Demand to Double

      IEA Expects Global Electricity Demand, Driven by AI Growth, to Double by 2026 - Citing the Importance of Sustainability and Net Zero Investments

    2. | The Register

      Global semiconductor revenues slid 11 percent in 2023, despite AI silicon splurge

      Nvidia raked in the boatloads of cash, but the rest of the industry is still hurting. 2023’s copious chatter about generative AI has not translated into surging semiconductor revenues across the industry, according to analyst firm Gartner.

    3. | The Register

      Chip wars could lead to oversupply as China increases domestic capacity

      China’s chip manufacturing capacity is expected to more than double within the next 5 to 7 years, according to TrendForce, and this could lead to a market oversupply that would spell trouble for semiconductor companies elsewhere.

    4. | Data Centre Magazine

      The drive towards global modular data centre growth in 2024

      This year anticipates an increase in scalable modular data centres as the demand for AI and cloud-based technologies continues to challenge the industry.

    5. | The Register

      Semiconductor scene set for AI-led recovery in 2024, and China will be in front

      Global semiconductor capacity is tipped to grow in 2024, despite the doom and gloom, with China forecast to lead the way and expand its share of global chip production as it tries to become more self sufficient.

    6. | The Register

      2024 sure looks like an exciting year for datacenter silicon

      The new year is already shaping up to be one of the most significant in terms of datacenter silicon we’ve seen in a while. Every major chip house is slated to refresh their CPU and/or GPU product lines over the coming twelve months.

  2. Calendrier

    décembre

    1. | The Wall Street Journal

      How Did Companies Use Generative AI in 2023? Here’s a Look at Five Early Adopters.

      Business technology leaders in construction, travel, retail, healthcare and energy say AI is already improving productivity and changing customer behavior. But they are also sorting through its high costs and limitations.

    2. | The Next Platform

      Datacenter Infrastructure Report Card, Q3 2023

      It is hard to keep a model of datacenter infrastructure spending in your head at the same time you want to look at trends in cloud and on-premises spending as well as keep score among the key IT suppliers to figure out who is winning and who is losing. And so we have built a model that does this, and we are calling it the Datacenter Infrastructure Report Card.

  3. Calendrier

    novembre

    1. | India Shorts

      Chiplet Market to Reach USD 633.38 Billion with a CAGR of 71.3% CAGR to 2031 | Reveals InsightAce Study

      Companies covered in this report are Intel Corporation (US), Advanced Micro Devices, Inc. (US), Apple Inc. (US), IBM (US), Marvell (US), MediaTek Inc. (Taiwan), NVIDIA Corporation (us), Achronix Semiconductor Corporation (US), Ranovus (Canada), and ASE Technology Holding Co., Ltd. (Taiwan). Apart from this, Netronome (US), Cadence Design Systems, Inc. (US), and Synopsys, Inc. (US), SiFive, Inc. (US), ALPHAWAVE SEMI (UK), Eliyan (US), Ayar Labs, Inc. (US), Tachyum (US), X-Celeprint (Ireland), Kandou Bus SA (Switzerland), NHanced Semiconductors (US), Tenstorrent (Canada), Chipuller (China) and Rain Neuromorphics (US)

    2. | The Register

      Washington pours $3B into silicon smackdown to outpackage Asia

      The US has earmarked $3 billion in funding it hopes will drive US leadership in advanced packaging technologies, seen as a key part of the future semiconductor industry.

    3. | eeNews Europe

      Nvidia details Jupiter AI supercomputer with 24,000 Grace Hopper superchips

      Europe’s leading supercomputer will use a new quad Grace Hopper node with the GH200 combined ARM GPU when it is installed next year.

  4. Calendrier

    octobre

    1. | ScienceBusiness

      Viewpoint: Europe needs a CERN for artificial intelligence

      Since the ‘AI made in Europe’ strategy launched in February 2020, the US has pulled further ahead. The EU’s problem is a lack of scale and focus. The answer is to adopt CERN’s approach to running large, coordinated and highly ambitious projects

    2. | ZDNet

      Generative AI spending to reach $143 billion in 2027, says IDC

      The forecasted growth of generative AI investments is more than twice the growth rate in overall AI spending and 13 times greater than the CAGR for worldwide IT spending over the same period, according to IDC.

    3. | BBC News

      Warning AI industry could use as much energy as the Netherlands

      The artificial intelligence (AI) industry could consume as much energy as a country the size of the Netherlands by 2027, a new study warns.

    4. | Tom's Hardware

      China Wants 300 ExaFLOPS of Compute Power by 2025

      This surge in computational strength is not just for bragging rights. Chinese government recognizes the crucial role of advanced computing in various sectors, notably in finance and the educational realms.

  5. Calendrier

    juillet

    1. | The Wall Street Journal

      The AI Boom Is Here. The Cloud May Not Be Ready.

      Traditional cloud infrastructure wasn’t designed to support large-scale artificial intelligence. Hyperscalers are quickly working to rebuild it.

      Many companies say the cloud is their go-to when it comes to training and running large AI applications—but today, only a small portion of existing cloud infrastructure is actually set up to support that. The rest is not.

  6. Calendrier

    juin

    1. | Data Centre Magazine

      Top 10 data centre hyperscalers

      As the demand for data booms, hyperscaling explodes in conjunction with that demand. Here are the Top 10 data centre hyperscalers across the planet.

      Data centres are the backbone of the digital economy, providing the infrastructure necessary to store, process and transmit vast amounts of data. Hyperscale data centres are massive facilities built by companies with vast data processing and storage needs.

    2. | McKinsey Digital

      The economic potential of generative AI: The next productivity frontier

      Generative AI is poised to unleash the next wave of productivity. We take a first look at where business value could accrue and the potential impacts on the workforce.

    3. | Yahoo! Finance

      The global data center construction market is expected to grow at a CAGR of 6.50% from 2022-2028.

      KEY HIGHLIGHTS/ TRENDS. Shift Towards Sustainable Measures to Reduce Carbon Emissions. The increasing data center power consumption and the need to decrease carbon emissions have prompted many service providers to purchase clean, renewable energy sources to power their current and new facilities.

  7. Calendrier

    mai

    1. | Inside HPC

      New TOP500 HPC List: Frontier Extends Lead with Performance Upgrade

      After a flurry of new competitors in 2022 at the top of the TOP500 list of the world’s most powerful supercomputers, the first list of 2023 – issued here in Hamburg this morning at the ISC conference – reveals the same top 10 systems in the same order.

  8. Calendrier

    avril

    1. | JLL

      2023 Global Data Center Outlook

      Rapidly expanding data needs accelerate growth and drive investor interest, even as headwinds persist

  9. Calendrier

    mars

    1. | Data Centre Magazine

      How are data centres managing energy efficiencies?

      The need for data centres is growing but powering these is a challenge of economy. How are data centres finding energy efficiencies and cutting costs?

  10. Calendrier

    décembre

    1. | IEEE Spectrum

      Europe Gets an Exascale Supercomputer

      Through a €500 million pan-European effort, an exascale supercomputer called JUPITER (Joint Undertaking Pioneer for Innovative and Transformative Exascale Research) will be installed sometime in 2023 at the Forschungszentrum Jülich, in Germany.

    2. | The Register

      US chip group: $52b is not enough, we need an extra $30b in federal funding

      America’s top booster for federal semiconductor aid is arguing that the country needs to spend tens of billions more in silicon incentives to ensure it doesn’t lose leadership in chip design to other countries.

  11. Calendrier

    novembre

    1. | Network World

      World’s fastest supercomputer is still Frontier, 2.5X faster than #2

      The top 10 of the semiannual TOP500 list of supercomputers for November 2022 has just one new entrant, Leonardo, which jumped in at #4.

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