Industry conference on AI computing infrastructure, covering data centre hardware, networking and power.
The first VDPU samples are back from fab and go into system evaluation in the fourth quarter. Everything Dnotitia has published so far, including the 5.77x throughput claim, was measured on a four-card FPGA rig.
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Qualcomm's Tony Pialis told the AI Infra Summit in Santa Clara that tokens per watt is the new key metric in the AI war. The vendors in the room disagreed about which memory architecture gets them there.
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The one measured number behind NVIDIA's tokens-per-megawatt pitch comes from Lambda's Blackwell cluster, where power reclaimed from static provisioning ran three extra nodes. Amazon's Annapurna Labs and d-Matrix got a line each.
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Cornelis Networks launched a fabric that performs reductions and gradient compression in transit, and the only number attached to it, a traffic cut of up to 50%, comes from the company's own pre-production simulations.
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The Intel spinout's Active Compute Fabric targets Nvidia's NVLink but reaches customers only through platform builders such as Qualcomm, on terms neither company has described.
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Faraj Aalaei's Cognichip argues that semiconductor physics belongs inside the model, with agents left to orchestrate. The one speedup it has documented in detail is a 55-page spec handled in days against a baseline Cognichip supplied itself.
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Twelve Korean power equipment firms will meet about 50 American buyers on a KOTRA-organised trip that drew 10 firms and 12 buyers last year, with a Silicon Valley leg added to the Dallas itinerary.
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