Phison’s aiDaptiv+ uses flash memory unification to cut costs and make large AI models accessible without top-tier GPUs. 🎧 buff.ly/V4tokTh ▶️ buff.ly/97VPtiO @DemitasseNZ.bsky.social @MaxMortillaro.bsky.social #TFDPodcast #AIIFD2 #AI #AIInfrastructure #TFDSpotlight #Phison

We have things to say about data sovereignty in Europe. Here's the link to our latest Osmium Update, where @arjantim.bsky.social and I discuss the matter. www.youtube.com/watch?v=qlyj... cc: @osmiumdatagroup.bsky.social

Is the Intel relationship too lucrative to break? Could Dell even afford to build Arm-based servers with such low margins? Does Dell (the man and company) have the will to be more of an innovator and designer of hardware?

So, could Dell afford to move into the build market with Arm, compared to the assembly market with Intel? Overall gross margin is only 21%. Net Income is only 5% (5.2% in CSG, 9.7% in ISG).

Dell spends a tiny amount of money on R&D. Last quarter was $808 million of $23.4 billion revenue, about 3.5%. Historically, the spend was more like 5-5.5% but has declined. The company spends almost 4x this on sales & marketing.

Contrast this to Arm, with no finished product. Dell would need to do the whole "Apple" ecosystem thing and design & build themselves. Dell came from the JIT manufacturing process (more assembly really), so the need to get into design/manufacturing may not be desirable.

Second, Dell takes "finished product" in the form of already manufactured hardware. I don't know if Dell outsources motherboard & server design, but I suspect this is a "lean" process at the moment, as each new processor generation is released.

Agreed. I see a few points of note. First, we have no idea of the Dell/Intel commercial relationship. I expect Dell receives substantial discounts for buying Intel processors and preferential access to development labs before new products are released.

raceroster.com/events/2025/... I paid for my own registration so that all your donation goes to the Toronto Cat Rescue. We focus on caring for and finding homes for cats that traditional groups can’t handle. We even take in hoarding situations of 100+ cats. If you can’t donate, please share. 💜

Heya, regular check-in to see if this place is alive.

This piece was in my head for a long time and somehow I found three hours of contiguous time to fully focus on writing it. I hope you will find it useful and enjoyable. I had a great time writing it in one go, lovingly handcrafted in Obsidian before releasing it into the world.

May the fleas of a thousand camels bite the face of the mothers of people who implement those useless chatbots.

We're growing our @osmiumdatagroup.bsky.social audience on LinkedIn. Make sure to follow us at www.linkedin.com/company/osmi... for fresh content every week!

I like some of the aspects of the @piqlfilm.bsky.social solution so far (much more productized), even if I need to learn more about the medium itself. The mention to long-term storage in Svalbard is also one I like. #A3TechLive

Last session at #A3TechLive today with @piqlfilm.bsky.social - the company seems to offer a long-term archival solution stored on film. As a (rusty) film photographer, I like the idea very much! We got a film with slides and some data apparently, and a matching biz card.

@hammerspace.com is presenting at #A3TechLive in Munich, talking about its architecture and Tier-0 Storage. We covered this topic a few months ago on our blog at @osmiumdatagroup.bsky.social www.osmiumdatagroup.com/2024/11/16/b... cc: @arjantim.bsky.social

We're covering Keepit right now at #A3TechLive We wrote about the company last year in this article: www.osmiumdatagroup.com/2024/05/19/k...

Great meeting industry friends here in Munich, from left to right: @arjantim.bsky.social (my partner in crime at @osmiumdatagroup.bsky.social ) @stiefkind.bsky.social Andrea Mauro Yours truly Enjoying the presentations at #A3TechLive

Cerabyte technology is very interesting. As someone who loves history, I like how they refer to it as "durable as hieroglyphs". The illustration with a clay tablet also makes me happy. #A3TechLive - www.cerabyte.com

At #Accelerate2025, Pure Storage unveiled major updates: 300TB DFMs, FlashArray//ST, FlashBlade//S R2, Fusion & more. High performance & density lead the way, yet cloud still feels like a future chapter. Read Osmium’s take 👇 cc: @maxmortillaro.bsky.social @arjantim.bsky.social

Pure Storage is betting big on performance and density at #Accelerate2025: 300TB DFMs, FlashArray//ST, FlashBlade//S R2, Fusion updates & more. But is cloud still the missing link? Our take @osmiumdatagroup.bsky.social 👇 www.osmiumdatagroup.com/2025/06/18/p... cc: @arjantim.bsky.social

I'm using ChatGPT daily, however I would kindly appreciate if everyone, their brothers/sisters, cats/dogs (including giant techbros) would STOP shoving their AI/Chatbot/whatever down my throat. To cut the noise, I've had to make a few adjustments (1/X)

Solidigm is redefining AI storage with game-changing density & efficiency. 🧠 🌐 Read more 👉 buff.ly/5MCkfk6 @MaxMortillaro.bsky.social discusses how #Solidigm is using dense, fast, & efficient SSDs to power AI. @TechFieldDay.com #AIIFD2 #AIInfrastructure #AI #SSD #LiquidCooling

My last post for @osmiumdatagroup.bsky.social (AI Infrastructure Field Day 2 coverage) is out: Solidigm: Building AI Storage Foundations www.osmiumdatagroup.com/2025/06/10/s... #AIIFD2 @techfieldday.com @smshadley.bsky.social @arjantim.bsky.social @demitassenz.bsky.social

This presentation is great because they brought a customer who is not only doing cool things themselves, but is showing how they've used Keysight to improve their services.

Wrapping up a marathon 4th day of #AIIFD2 with Keysight Technologies on how they position their offerings to actually figure out where this d*mn AI thing is running slow within DC infrastructure: by measuring performance at all slices of the 7-layer network salad, including the application layer 😍

A nice (and animated) picture of NS and EW traffic in #AI #ML scenario @Keysight #AIIFD2

Tune in now for #Keysight presenting at AI Infrastructure Field Day 2! @TechFieldDay.com #AIIFD2 🌐 LinkedIn 👉 buff.ly/MuLsRtZ 🟪 Event Page 👉 buff.ly/118G5r9

ICYMI @TechFieldDayPod.bsky.social for #AIIFD2: AI Should Become Boring - @guycurrier.bsky.social @cuthrell.com @maxmortillaro.bsky.social #TFDPodcast 🎙️ Listen to this episode 👉 buff.ly/kcnUtB3 📺 Watch this episode on YouTube 👉 buff.ly/D4hHmnu

Nutanix is up presenting at AI Infrastructure Day 2 to talk about its Nutanix Enterprise AI solution. #AIIFD2

In 30 minutes, #Nutanix will present at AI Infrastructure Field Day 2! @TechFieldDay.com #AIIFD2 🌐 LinkedIn 👉 buff.ly/vHB8BO3 🟪 Event page 👉 buff.ly/1edkqXV

ICYMI @TechFieldDayPod.bsky.social for #AIIFD2: AI Should Become Boring - @guycurrier.bsky.social @cuthrell.com @maxmortillaro.bsky.social #TFDPodcast 🎙️ Listen to this episode 👉 buff.ly/kcnUtB3 📺 Watch this episode on YouTube 👉 buff.ly/D4hHmnu

I'm not a networking guy, but Netris seems to do pretty solid stuff when it comes to automating network hardware operations at scale. The diagram below provides a comprehensive overview. #AIIFD2

Netris is now presenting at AI Infrastructure Field Day 2! #AIIFD2 - Join us on the live stream and ask your questions using the #AIIFD2 hashtag so a delegate can catch it and ask it to the vendor for you!

An overview of Phison D200 Series designed for large data sets. The D200E targets write-intensive workloads, whereas the D200P is more oriented towards read-intensive workloads. #AIIFD2

Phison is showcasing their SSD design validation process, to ensure SSDs meet all quality and compatibility requirements before going into production. #AIIFD2

A bit of info about Phison over the years. Haven't heard about the before #AIIFD2 to be honest!

We're back live with @Phison_USA presenting at AI Infrastructure Field Day 2! Tune in to the second part of their presentations now! @TechFieldDay #AIIFD2 🌐 LinkedIn 👉 buff.ly/JcW08CB 🟪 Event Page 👉 buff.ly/aGHsvqs

Apparently, Phison has a hardware solution to meet the growing demands of LLMs, with the ability to manage models such as Meta Llama 4 Behemoth (2 trillion parameters). #AIIFD2

An overview of Phison's aiDAPTATIV+ architecture, showcasing the way data is cached from GPUs to NVMe SSDs, in a use case where Meta Llama 3.1 (70B) model is used for training. #AIIFD2

Are you watching #PhisonUSA presenting at AI Infrastructure Field Day 2? Tune in to learn [email protected] #AIIFD2 🌐 LinkedIn 👉 buff.ly/MuLsRtZ 🟪 Event Page 👉 buff.ly/aGHsvqs

The premise behind Phison's solution is that to speed up training / inference, you need a lot of VRAM on the GPU card, so you need more GPUs to have enough VRAM. Their solution helps keep costs in control by using DRAM & SSD Flash Memory to extend VRAM instead of buying extra GPUs. #AIIFD2

Looks like you need three components to run Phison's aiDAPTIV+ LLM Training solution: - their middleware - custom-designed SDDs they manufacture - an all-in-one AI Toolset to help users with training and inference #AIIFD2

Today I had a conversation with ChatGPT about finding it a suitable name (based either on Asimov's Foundation series or Hyperion by Dan Simmons). We did some filtering, and then I asked it what it would choose. It settled for Ummon, an AI from the TechnoCentre, which was also what I had in mind.

Phison is doing interesting stuff. Looks like they plan to embed their solution (including not only SSD & middleware) into devices (IoT, desktops, laptops, workstations, servers) to provide better LLM capabilities (extending VRAM at affordable price point) and expand # of parameters used. #AIIFD2

www.linkedin.com/posts/tech-f... We are starting #AI #Infrastructure Field Day with Phison Electronics USA who will be briefing us on their AI-optimized SSDs. #AIIFD2 #Storage lnkd.in/diQzD5CA Join us. If you have a question you'd like to ask, put it in the comments.

Thrilled to join #AIIFD2 for the day. We are starting with Phison - tune in at techfieldday.com for the live stream!

This week on @TechFieldDayPod.bsky.social for #AIIFD2: AI Should Become Boring - @guycurrier.bsky.social @cuthrell.com @maxmortillaro.bsky.social #TFDPodcast 🎙️ Listen to this episode 👉 buff.ly/kcnUtB3 📺 Watch this episode on YouTube 👉 buff.ly/D4hHmnu

How optimistic am I about AI? I am <choose below> -optimistic about AI. - "The Forbin Project" - "Skynet" - "The Fall of Hyperion" May have missed a few more. It's also why I say "Please" and "Thank You", for the records.