This achievement continues CoreWeave's legacy of delivering first-to-market access to the world's most advanced AI infrastructure demanded by the world's leading AI labs and enterprises. This initial deployment of NVIDIA GB300s expands on CoreWeave's existing Blackwell fleet, which also includes the NVIDIA HGX B200 and the NVIDIA GB200 NVL72 system. Last year, CoreWeave was among the first to offer NVIDIA H200 GPUs and was the first AI cloud provider to make NVIDIA GB200 NVL72 systems generally available. I ...

Core Insights - CoreWeave (CRWV) and Microsoft Corporation (MSFT) are key players in the AI infrastructure market, with CRWV focusing on GPU-accelerated services and Microsoft leveraging its Azure platform [2][3] - CRWV has shown significant revenue growth driven by AI demand, while Microsoft maintains a strong position through extensive investments and partnerships [5][9] CoreWeave (CRWV) - CRWV collaborates with NVIDIA to implement GPU technologies and was among the first to deploy NVIDIA's latest clusters for AI workloads [4] - The company reported revenues of $981.6 million, exceeding estimates by 15.2% and increasing 420% year-over-year, with a projected global economic impact of AI reaching $20 trillion by 2030 [5] - CRWV has a substantial backlog of $25.9 billion, including a strategic partnership with OpenAI valued at $11.9 billion and a $4 billion expansion agreement with a major AI client [6] - The company anticipates capital expenditures (capex) between $20 billion and $23 billion for 2025 to meet rising customer demand, with interest expenses projected at $260-$300 million for the current quarter [7] - A significant risk for CRWV is its revenue concentration, with 77% of total revenues in 2024 coming from its top two customers [8] Microsoft Corporation (MSFT) - Microsoft is a dominant force in AI infrastructure, with Azure's global data center coverage expanding to over 60 regions [9] - The company invested $21.4 billion in capex in the last quarter, focusing on long-lived assets to support its AI initiatives [10] - Microsoft has a $315 billion customer backlog and is the exclusive cloud provider for OpenAI, integrating AI models into its services to enhance monetization opportunities [12] - The company projects Intelligent Cloud revenues between $28.75 billion and $29.05 billion for Q4 fiscal 2025, with Azure revenue growth expected at 34%-35% [14] Share Performance - In the past month, CRWV's stock surged by 69%, while MSFT's stock increased by 8% [17] - Current Zacks Rank indicates MSFT as a better investment option compared to CRWV, which has a lower rank [18]

CoreWeave (NASDAQ: CRWV) shares plunged Tuesday after a critical analyst note from D.A. Davidson raised concerns about the cloud computing company’s financial fundamentals and outlook.As of press time, CoreWeave’s stock was trading at $150.49, down 7% on the day. The selloff is particularly notable given that shares had rallied approximately 160% over the past month.CRWV one-day stock price chart. Source: Google Finance That impressive run-up has been fueled mainly by ongoing enthusiasm around artificial in ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 ieee 。 对于那些喜欢支持弱者的人来说，最新的MLPerf基准测试结果可能会令人失望：Nvidia 的GPU仍 然占据主导地位再次。这包括在最新、最苛刻的基准测试中，对Llama 3.1 403B 大型语言模型进 行预训练时，所展现出的顶级性能。即便如此，基于最新AMD GPU MI325X 构建的计算机在最 流行的 LLM 微调基准测试中，其性能与Blackwell 的前代产品 Nvidia H200 相当。这表明 AMD 落后了Nvidia一代。 MLPerf训练是MLCommons联盟举办的机器学习竞赛之一。"AI 性能有时就像狂野西部。MLPerf 致力于打破这种混乱，" Nvidia 加速计算产品总监Dave Salvator表示。"这并非易事。" 本次比赛包含六个基准测试，每个基准测试分别针对一个与行业相关的机器学习任务。这些基准测 试包括内容推荐、大型语言模型预训练、大型语言模型微调、机器视觉应用的目标检测、图像生成 以及用于欺诈检测和药物研发 等应用的图节点分类。 大型语言模型预训练任务是最耗费资源的，而本轮更新后更是资源密集。 ...

Group 1: Company Overview - MiTAC Computing Technology Corporation is a leading server platform design and manufacturing company, a subsidiary of MiTAC Holdings Corporation, showcasing innovations in AI infrastructure at COMPUTEX 2025 [1][6] - The company specializes in AI, high-performance computing (HPC), cloud, and edge computing, ensuring uncompromising quality at system and rack levels [6][7] Group 2: Product Innovations - MiTAC Computing introduced the MiTAC G4527G6 server, optimized for NVIDIA MGX architecture, supporting NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs and NVIDIA H200 NVL platform for enterprise AI workloads [1][2] - The G4527G6 server accommodates up to eight NVIDIA GPUs, 8TB of DDR5-6400 memory, and integrates four NVIDIA ConnectX-8 SuperNICs, delivering up to 800 Gb/s of networking [2][3] - The MiTAC G4527G6 server configuration supports a wide range of AI-enabled enterprise applications, providing up to 1.8X faster LLM inference and 1.3X improved HPC performance compared to the previous generation [5] Group 3: Market Positioning - MiTAC Computing aims to build enterprise AI factories with a full-stack platform optimized for next-gen enterprise AI, offering over 100 customizable configurations [4][5] - The company leverages advancements in AI and liquid cooling, integrating Intel DSG and TYAN server products to enhance innovation, efficiency, and reliability [7]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：本文 编译自 tomshardware ，谢谢。 埃隆·马斯克的 xAI 孟菲斯超级集群一期项目刚刚达到满负荷运营，现场变电站已投入运营并连接 到主电网。据大孟菲斯商会称，该站点将从孟菲斯电力、燃气和水务局 (MLGW) 和田纳西河谷管 理局 (TVA) 获得 150 兆瓦的电力。除此之外，xAI Colossus 超级计算机还拥有另外 150 兆瓦的 Megapack 电池作为备用电源，使其能够在断电或用电需求增加时持续供电。 马 斯 克于去 年 7 月 首 次 启 动 他的 AI 集 群 ， 该 集 群 在 单 一 架 构 上 搭 载 了 10 万 块 Nvidia H100 GPU。这台 xAI 超级计算机的搭建速度非常快，公司只用了 19 天就将其投入运行——而 Nvidia 首席执行官黄仁勋表示，这通常需要四年时间。然而，如此快的速度意味着它不得不走一些捷径， 比如在没有电网供电的情况下启动，因此该站点使用了大量天然气涡轮发电机来满足其电力需求。 初步报告称，该站点内停放了 14 台发电机，每台输出功率为 2.5 兆瓦，但一些居民最近抱怨说， 附近发现 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自 nextplatform ，谢谢。 2023 年，迈克·亨利 (Mike Henry) 担任AI 推理公司 Groq 的临时首席产品官，这一职位使他与许 多数据中心管理员和经理保持密切联系。在这六个月中，他注意到不断变化的格局发生了变化，而 主导云服务提供商的领域一直是亚马逊网络服务(AWS)、微软 Azure 和谷歌云平台。 虽然这些超大规模企业继续占据人工智能领域的大量空间，但亨利看到越来越多的 GPU 云提供商涌 入市场，建立了配备数千个Nvidia 芯片的数据中心，这些芯片正在推动推理和其他人工智能工作负 载所需的计算。 "我意识到，现在大多数人工智能基础设施都是在三大传统云提供商之外构建的，"亨利告诉The Next Platform。"我生活在一个超级扩张者总是获胜的世界里，我看到了这一巨大的变化和巨大的机 遇。" Heny 和自动驾驶汽车公司 Swift Navigation 的联合创始人兼首席执行官 Tim Harris 于 2023 年底 利用这个机会创立了 Parasail。Parasail 本周凭借 1000 万美元的种子资金和 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 IEEE ，谢谢。 在 MLCommons 发布的最新一轮机器学习基准测试结果中，基于 Nvidia 全新 Blackwell GPU 架构 构 建的 计算 机表现优于其他 所有计算机。但 AMD 的最新 Instinct GPU MI325 却与其 竞争对手 Nvidia H200相媲美。两者的可比结果主要来自对较小规模大型语言模型之一Llama2 70B（700 亿 个参数）的测试。然而，为了跟上快速变化的人工智能格局，MLPerf增加了三个新基准测试，以更 好地反映机器学习的发展方向。 MLPerf 针对机器学习系统进行基准测试，旨在提供计算机系统之间的同类比较。提交者使用自己的 软件和硬件，但底层神经网络必须相同。目前共有 11 个服务器基准测试，今年又增加了 3 个。 MLPerf Inference 联 合 主 席 Miro Hodak 表 示 ， " 很 难 跟 上 该 领 域 的 快 速 发 展 " 。 ChatGPT 直 到 2022 年底才出现，OpenAI于去年 9 月推出了其首个可以推理任务的大型语言模型 (LLM)，LLM ...