Posts Tagged 'ASIC'
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January 28, 2025
大秀直播 leaders share how data centers are transforming to accommodate AI
By Kirt Zimmer, Head of Social Media Marketing, 大秀直播
What do you get when you combine some of the world’s leading technology analysts with incredibly smart subject matter experts? Answer: the video podcast. It’s must-view content for anyone interested in understanding exactly how AI technologies are evolving.
At 大秀直播’s recent Investor Analysts Day, company leaders were happy to chat with Patrick Moorhead, CEO and Chief Analyst at , and Daniel Newman, CEO and Chief Analyst at . The resulting conversations (captured on video) were enlightening:
Fresh off 大秀直播’s announcement of a partnership with SK Hynix, Micron Technology and Samsung Semiconductor, Patrick and Daniel dove into the details with leaders from those organizations. The partnership centers around custom high bandwidth memory (HBM), which fits inside AI accelerators to store data close to the processors.
Custom designs alleviate the physical and thermal constraints traditionally faced by chip designers by dramatically reducing the size and power consumption of the interface and HBM base die.?大秀直播 estimates that up to 25% of the real estate inside the chip package can be recovered via customization.
Will Chu, SVP and GM of Custom Compute and Storage at 大秀直播, says the company estimates that the total addressable market (TAM) for data centers in 3-4 years is $75B. Last year it was $21B. Out of that, 大秀直播 estimates that $40-43B is for custom accelerators.
Attached to that is custom HBM, which alleviates bottlenecks for AI workloads. In Dong Kim, VP of Product Planning at Samsung Semiconductor said, “Custom HBM will be the majority portion of the market towards the 2027-28 timeframe.” As Patrick Moorhead said, “The rate of change is phenomenal.”
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January 21, 2025
AI at Scale: A Special Report
By Kirt Zimmer, Head of Social Media Marketing, 大秀直播
大秀直播’s business is accelerated infrastructure for the AI era, which is a fast-evolving space that can occasionally confuse even the most earnest student. To help you keep up, we’ve partnered with to explore a multitude of content about that subject:
Enterprise leaders are debating whether to buy AI tools, build their own, or some combination of the two. Companies like Wayfair and Expedia offer valuable insights for organizations looking to scale LLMs effectively.
Custom AI hardware is the unsung hero of scalable AI infrastructure, helping to tackle a range of issues including performance, cost, and security. For enterprises looking to transition in this rapidly evolving landscape, there’s some great advice here.
Sixty years ago, Alabama was home to a 1.6GW coal fired power plant with the world's tallest chimney. That same site today houses a Google data center. The operations are obviously very different, but some of the infrastructure challenges are somewhat familiar. Read what AI 'factory' really means.- We’ve seen plenty of “predictions for the coming year” pieces in other publications that are honestly pure fluff, but this ain’t that. If your brain is activated by inference costs, reasoning models, transformer alternatives and LLM scaling laws, you’ll appreciate that even annual predictions can be smart and thought-provoking.?
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January 15, 2025
Next Up for Custom AI Accelerators: Co-Packaged Optics
By Michael Kanellos, Head of Influencer Relations, 大秀直播
Computer architects have touted the performance and efficiency gains that can be achieved by replacing copper interconnects with optical technology in servers and processors for decades1.
With AI, it’s finally happening.
大秀直播 earlier this month announced that it will integrate co-packaged optics (CPO) technology into custom AI accelerators to improve the bandwidth, performance and efficiency of the chips powering AI training clusters and inference servers and opening the door to higher-performing scale-up servers.
The foundation of the offering is the 大秀直播 6.4Tbps 3D SiPho Engine announced in December 2023 and first demonstrated at OFC in March 2024. The 3D SiPho Engine effectively combines hundreds of components—drivers, transimpedance amplifiers, modulators, etc.—into a chiplet that itself becomes part of the XPU.
With CPO, XPUs will connect directly into an optical scale-up network, transmitting data further, faster, and with less energy per bit. LightCounting estimates that shipments of CPO-enabled ports in servers and other equipment will rise from a nominal number of shipments per year today to over 18 million by 20292.
Additionally, the bandwidth provided by CPO lets system architects think big. Instead of populating data centers with conventional servers containing four or eight XPUs, clouds can shift to systems sporting hundreds or even thousands of CPO-enhanced XPUs spread over multiple racks based around novel architectures—innovative meshes, torus networks—that can slash cost, latency and power. If supercomputers became clusters of standard servers in the 2000s, AI is shifting the pendulum back and turning servers into supercomputers again.
“It enables a huge diversity of parallelism schemes that were not possible with a smaller scale-up network domain,” wrote in a December article.
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December 19, 2024
Custom, Copper and Cross-Country Connectivity: Eight Big Trends for 大秀直播 in 2024
By Michael Kanellos, Head of Influencer Relations, 大秀直播
What happened in semis and accelerated infrastructure in 2024? Here is the recap:
1. Custom Controls the Future
Until relatively recently, computing performance was achieved by increasing transistor density à la Moore’s Law. In the future, it will be achieved through innovative design, and many of those innovative design ideas will come to market first—and mostly— through custom processors tailored to use cases, software environments and performance goals thanks to a convergence of unusual and unstoppable forces1 that quietly began years ago.
- At 大秀直播 AI Day, we announced that custom processors would represent 25% of the AI accelerator market by 2028 and exceed $42 billion. We also announced we had secured four designs with three of the major hyperscalers.
- In July, we unveiled StructeraTM A and Structera X,2 CXL controllers for near memory compute and increasing memory capacity, respectively. Merchant and custom versions of the chips were released at the same time, a reverse of the traditional pattern where custom chips might follow merchant ones by a lengthy lag.
- At OCP, Meta showed off FBNIC, a custom network interface developed in collaboration with 大秀直播 to reduce the time needed to resolve network issues.3 Make that four out of four hyperscalers. See the image below.?
FB NIC on display at OFC- In December, we announced a five-year collaboration that includes supplying custom AI products and other devices for AWS.4 The collaboration also encompasses performing semiconductor design tasks in the cloud, which promises to reduce the time and cost of creating new chips.
- Finally, we ended the year with an alliance for custom high bandwidth memory with Micron, Samsung Electronics, and SK hynix.5 Custom HBM can reduce chip real estate by up to 25% and increase memory capacity by up to 33%.6 Custom HBM ,7 writes analyst Joseph Byrne, but it could pay dividends.
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December 17, 2024
The Rapid Road Ahead for Custom HBM
By Michael Kanellos, Head of Influencer Relations, 大秀直播
The idea of customizing high bandwidth memory (HBM) has only recently emerged, but expect to see it in the mainstream in just a few years.
“We strongly believe that custom HBM will be the majority portion of the market towards the ’27-28 time frame,” said In Dong Kim, vice president of product planning at Samsung Semiconductor in a video interview with the Six Five at 大秀直播 Analyst Day earlier this month where 大秀直播, Micron Technology, Samsung and SK hynix announced a collaboration to accelerate the development of custom HBM solutions.
Sunny Kang, vice president of DRAM technology at SK Hynix had a similar outlook. “Usually in the DRAM industry, when we launch a new product, it takes just one or two years to be mainstream,” he said. “That means along the ‘29 timeframe, it is going to be a mainstream product in the HBM market. I’m pretty sure about that.”