NAND Insider Newsletter: Week of May 12, 2025
Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, May 10, 2025.
Quick Take: UALink & OCP Join Forces
The Open Compute Project (OCP) Foundation and the Ultra Accelerator Link (UALink) Consortium have announced a strategic collaboration to standardize and deploy high-performance, open scale-up interconnects for next-generation AI and HPC clusters.
NAND Insider Newsletter: March 30 2025
Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 30, 2025.
CoreWeave’s Wild Ride Towards IPO
CoreWeave, the AI-focused cloud provider that’s that was early in catching and riding the generative AI boom, is officially gunning for the big leagues. The NVIDIA-backed company has filed for an IPO, looking to capitalize on the insatiable demand for AI compute.
That’s big news for the AI infrastructure world, where CoreWeave has rapidly positioned itself as a major player, taking on the likes of Amazon, Google, and Microsoft.
But before you start picturing ringing bells on Wall Street and champagne toasts, there’s more to the story. A lot more.
NAND Insider Newsletter: March 3, 2025
Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 3, 2025.
Meta’s AI Ambitions in the Wake of Stargate
As the tech world buzzes about Project Stargate, Meta has quietly, but assertively, announced its own transformative AI initiatives. While the $500 billion Stargate Project promises to build exclusive, centralized AI infrastructure for OpenAI, Meta is charting a different course. With a focus on scalability, accessibility, and open-source innovation, Meta’s AI moves reflect a strategic vision that balances ambition with practicality.
NAND Insider Newsletter: January 21, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is an excerpt from this week’s.
NAND Insider Newsletter: January 12, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s.
NAND Insider Newsletter: Week Ending Nov 17 2024
Every week we send a newsletter to our list of tech industry insiders. Here’s an excerpt of what we shared for the week ending November 17.
OCP Global Summit 2024: Key Announcements
At the recent OCP Global Summit 2024, the organization unveiled several major initiatives highlighting OCP’s commitment to driving innovation and fostering collaboration in the tech ecosystem. This includes expanding its AI Strategic Initiative with contributions from NVIDIA and Meta, new alliances for sustainability and standardization, and the launch of an open chiplet marketplace.
Let OpenAI GPT-4o Mini Introduce Itself
We usually write our own content, using LLMs to help refine our research, but in honor of OpenAI releasing its new GPT-4o Mini language model just a day after Meta released its Llama 3.1, and on the same day Mistral releases its new Mistral Large 2, we’ll let GPT 4o Mini tell you about itself.
Research Note: Meta Llama 3.1
Meta recently released its new Llama 3.1 large language model, setting a new benchmark for open-source models. This latest iteration of the Llama series enhances AI capabilities while underscoring Meta’s continuing commitment to democratizing advanced technology. Along with the updated model, Meta also released a new suite of ethical AI tools.
Research Note: UALink Alliance & Accelerator Interconnect Specification
UALink is a new open standard designed to rival NVIDIA’s proprietary NVLink technology. It facilitates high-speed, direct GPU-to-GPU communication crucial for scaling out complex computational tasks across multiple graphics processing units (GPUs) or accelerators within servers or computing pods.
IBM And Meta Launch an AI Alliance for Safe AI
Created by IBM and Meta, the AI Alliance is a testament to the belief that open and transparent innovation is crucial for harnessing AI advancements in a way that prioritizes safety, diversity, and widespread economic opportunity.
Dell Partners with Hugging Face & Meta for Enterprise AI
Dell and Hugging Face are working together to aid enterprise adoption of AI by providing a platform where businesses can easily select, deploy, and fine-tune AI models for their specific use cases using Dell’s infrastructure.