Oracle's AI Cloud Comeback

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Oracle's AI Cloud Comeback

Remember when Oracle was the database king, but missed the cloud computing boat? Well, the AI revolution is giving the company an unexpected second wind. Oracle's stock has surged 34% since January, outpacing even the Nasdaq and leaving cloud giants like Microsoft, Amazon, and Google in the dust.

What's New:

  • Oracle's late entry to cloud computing has become a surprising advantage. Their newer data centers are optimized for AI model training, making them attractive to AI developers.

  • The company's neutral stance (not developing competing AI models) has earned them partnerships with the cloud giants and AI leaders like OpenAI.

Oracle boasts 162 data centers, many built recently with AI development in mind. They're now running Microsoft's Bing AI chatbot and have become a go-to for resource-intensive AI workloads.

Future Plans: In a move straight out of sci-fi, Oracle's Larry Ellison announced plans for a data center powered by three small modular nuclear reactors. This gigawatt-scale facility aims to meet the "crazy" electricity demands of AI computing.

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IBM's Telum II: Mainframe Magic with Massive Caches

Mainframes still play a crucial role in financial transactions, demanding high uptime and low latency. IBM's answer? The Telum II, a beast of a chip with just 8 cores but a whopping 360 MB of on-chip cache.

Virtual L3 and L4 Caches: IBM's getting creative with cache management. Telum II sports ten 36 MB L2 caches (yep, you read that right). Eight are core-attached, one's for the DPU, and the last is a free agent. These L2s team up to form a virtual L3, with clever tricks like "Saturation Metrics" to balance cache usage.

But wait, there's more! Telum II takes it up a notch with a 2.8 GB virtual L4 cache spread across multiple chips. This distributed caching strategy aims to slash memory access times and boost performance for those critical financial workloads.

The Upshot: With its 5.5 GHz clock speed and Samsung 5nm process, Telum II is pushing the envelope for single-threaded performance. It's a reminder that sometimes, in the world of CPUs, less can be more – if you've got the cache to back it up!

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Amplitude Simplifies Digital Analytics: One Line of Code to Rule Them All

Digital analytics has been a pain point for devs and product teams alike. From complex data pipelines to head-scratching queries, getting meaningful insights often required a fellowship of engineers.

Amplitude's latest platform update is all about making your life easier. Here's the scoop:

  • One-line setup: Forget weeks of engineering time. Now, a single line of code gives you access to Amplitude's full suite - Analytics, Session Replay, CDP, and Experimentation.

  • Autocapture: Say goodbye to tedious tracking plans. Amplitude now automatically captures user interactions on your site or app.

  • AI-powered queries: Ask questions in plain English and get visualized answers, powered by generative AI.

  • Template Gallery: Pre-built templates for common use cases, so you're not reinventing the wheel.

The Tech Behind It: Amplitude's revamped platform leverages AI and autocapture technology to streamline data collection and analysis. It's designed to work out-of-the-box with minimal configuration, while still offering the depth that power users crave.

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