NVIDIA’s upcoming GB200 NVL72 AI server, boasting an unprecedented 132kW TDP, is encountering significant development challenges. Analyst Ming-Chi Kuo reports delays in production due to complex thermal management issues and potential instability concerns. Kuo suggests that the server’s massive power consumption may necessitate additional cooling components, increasing complexity and jeopardizing its space-saving advantages.
The server-class Ethernet NIC market experienced significant growth in the second quarter of 2024, fueled by strong demand from data center customers. This growth was driven by rapid technological advancements and a diverse range of customer needs. Key players like Intel and Broadcom saw strong performance, while Nvidia’s BlueField AI deployments contributed significantly to the SmartNIC market growth.
AMD is acquiring server maker ZT Systems for $4.9 billion, aiming to strengthen its position in the rapidly growing AI market and compete directly with industry leader NVIDIA. This acquisition grants AMD access to ZT Systems’ expertise in custom AI infrastructure, allowing AMD to offer complete AI server solutions and challenge NVIDIA’s current dominance.
AMD’s strong performance in the server market continues, with its EPYC processors taking significant market share from Intel. The company also shows growth in the mobile and client PC markets, indicating a growing challenge to Intel’s dominance.
AMD’s upcoming EPYC 9755 ‘Turin’ CPU, powered by Zen 5 architecture, has been leaked. It boasts an impressive 128 cores and 256 threads, coupled with a massive 650MB cache. This powerhouse processor is expected to launch later this year, potentially revolutionizing server performance.
Ubuntu 24.04 LTS, codenamed Noble Numbat, is the latest and greatest release of the popular Linux distribution. This release brings together the latest advancements from the Linux ecosystem into a release that is built to empower open source developers and deliver innovation for the next 12 years. Ubuntu 24.04 LTS features a new desktop installer, improved encryption options, integrated autoinstall support, new core apps, and GNOME 46.
