2024-08-20
I am getting through calls this morning on @AMD and @ZTSystems. I get why AMD is doing this. There are a lot of very poor takes circulating. I have had folks pause dumbfounded this morning on two calls. I will post it on STH later this morning if I get a few minutes.
Wall Street Journal
AMD agrees to buy New Jersey-based ZT Systems, founded in 1994 to design and make servers, server racks, and other infrastructure, for $4.9B, closing in H1 2025
chipmaker strengthens AI ecosystem with ZT Systems' expertise in server design Josh Norem / ExtremeTech : AMD Acquires AI Infrastructure Company ZT Systems for $4.9 Billion Diana G...
AMD is acquiring ZT Systems because of the AI STD. This will help it close the distance to NVIDIA in 2025-2027 while putting distance between the company and Intel/ AI startup rivals https://open.substack.com/... @AMD @ZTSystems @NVIDIA @Intel
Wall Street Journal
AMD agrees to buy New Jersey-based ZT Systems, founded in 1994 to design and make servers, server racks, and other infrastructure, for $4.9B, closing in H1 2025
chipmaker strengthens AI ecosystem with ZT Systems' expertise in server design Josh Norem / ExtremeTech : AMD Acquires AI Infrastructure Company ZT Systems for $4.9 Billion Diana G...
2023-06-23
Providing some perspective here. Intel has now installed well over THREE MILLION pieces of silicon from several different vendors and process nodes packaged into just ~85K sockets to make this happen. That is the WILD factoid. https://www.servethehome.com/ ... @Intel @IntelGraphics #HPC
AnandTech
Argonne and Intel say they installed the Aurora supercomputer, announced in 2015, which will come online later in 2023 with 2 FP64 ExaFLOPS of processing power
I hope this isn't just hubris, and the system really is ready to scale in just a few months. https://twitter.com/... @intelgraphics : The final blade installation for the #Aurora S...