James Sanders
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Senior Analyst, Microprocessor Report at @TechInsightsInc. Elon took my blue check, and I took that personally.
Opinions mine, not of my employer.
Articles by James Sanders
The US hosts the majority of GPU cluster performance, followed by China
Data come from our GPU Clusters dataset, which collects information on 728 clusters with dedicated AI accelerators, spanning from 2010 to the present. As of March 2025, we estimate that our dataset contained 10–20% of all AI compute produced before 2025. We focus on the 501 AI clusters which became operational in 2019 or later, since these are most relevant to modern AI training.
American AI companies can’t get enough chips
By James Sanders, Janet Egan and Rory Madigan • May 11, 2026 In 2026, artificial intelligence (AI) chip production has become a binding constraint on the pace of the AI compute buildout. Demand for computing power to train and deploy advanced AI models continues to grow exponentially, outpacing many chip manufacturers’ forecasts. Supply chains for AI chips and key inputs cannot scale rapidly enough to meet demand, as it takes years to build additional manufacturing capacity.
American AI Companies Can’t Get Enough Chips
Executive Summary In 2026, artificial intelligence (AI) chip production has become a binding constraint on the pace of the AI compute buildout. Demand for computing power to train and deploy advanced AI models continues to grow exponentially, outpacing many chip manufacturers’ forecasts. Supply chains for AI chips and key inputs cannot scale rapidly enough to meet demand, as it takes years to build additional manufacturing capacity.
CNAS Insights | Unpacking the H200 Export Policy
With two new policies, President Donald Trump has implemented his pledge to allow sales of NVIDIA’s H200 AI chips to China in exchange for a quarter of the revenue. On January 13, the Bureau of Industry and Security (BIS) issued a rule permitting U.S. companies to sell advanced AI chips to China. The next day, President Trump issued a proclamation establishing a 25 percent import tariff on H200s and AMD’s MI325X.
Granite Rapids Solidifies Intel’s New Xeon Strategy
Discover Intel's Granite Rapids, the sixth-generation Xeon processor designed for performance. Granite Rapids, Intel’s sixth-generation datacenter-grade Xeon processor, is the performance-oriented successor to the fourth-generation Sapphire Rapids processors released in 2023. Granite Rapids refines Intel’s approach for AI inference acceleration on-CPU by adding support for FP16 data types and refactoring support for vectors.
Kamala Harris’ Draws Economic Hard Line in Raleigh
James R. Sanders August 17, 2024 at 10:10 AM·4 min read North Carolina has 16 electoral votes—making the state an important place to make a statement. Kamala Harris’ speech on Friday solidified her financial plan for the country—if elected—and helped separate her from her predecessor. “Now is the time to chart a new way forward,” Harris said.
Stephen A. Smith Wants Kamala Harris To Talk More
James R. Sanders August 15, 2024 at 5:03 PM·2 min read When President Joe Biden announced that he would be stepping down and throwing his support to Vice President Kamala Harris, one of his most vocal supporters was sports anchor Stephen A. Smith. While the ball analyst hasn’t wavered politically, Harris isn’t talking enough for him, and he’s once again speaking on it. “We’ve had one week, two weeks, three weeks and one day since Joe Biden stepped aside,” Smith began.
Sexual Assault Charges Against T.I. And Tiny Dropped
James Sanders August 11, 2024 at 9:30 PM·2 min read T.I. and Tiny’s sexual assault case from 2001 has been dropped—at least for now.
Bernice King Responds To Trump Comparing His Numbers to Martin Luther King’s ‘I Have A Dream’ Speech
James Sanders August 8, 2024 at 8:34 PM·3 min read Bernice King has responded to former President Donald Trump’s comments on Thursday where he referenced her father saying that his speech brought the same numbers as her King’s iconic “I have a dream” speech. The civil rights leader’s daughter took to X to release her own response, “Absolutely not true,” she wrote. “I really wish that people would stop using my father to support fallacy.” Absolutely not true.
J.D. Vance Approaches Kamala Harris And Tim Walz On Tarmac, “I Just Wanted To Check Out My Future Plane”
James Sanders August 7, 2024 at 8:11 PM·2 min read Days after Democratic Presidential hopeful Kamala Harris announced her running mate, Republican VP pick J.D. Vance approached Air Force Two in what social media is calling a bizarre “shaking of the table.” Wednesday, several reports emerged as Kamala Harris and her newly minted choice for VP, Minnesota Gov.
2 Men Convicted in the Robbery and Murder of Rapper PnB Rock
A jury has convicted two men of murder in the South-Central Los Angeles robbery of rapper PnB Rock on Wednesday. Per Rolling Stone, Freddie Trone’s 17-year-old son was sent to rob the entertainer whose real name is Rakim Allen. Trone’s co-conspirator Tremont Jones was discovered to be driving the getaway vehicle. PnB Rock was 30. Trone was found guilty of felony murder, robbery, and conspiracy.
The Internet Assumed Tyler Perry Was the Billionaire Christian Keyes Said Sexually Assaulted Him, but Did Keyes Hint That Wasn't The Case?
Now that it has been a few weeks since Black Hollywood exploded, we’ve had time to breathe and to stop jumping to conclusions. A previous opinion piece in The Root suggested that Keyes allowed the public to throw several innocent men under the bus by not revealing his abuser. While we don’t know who was the billionnaire Keyes said sexually assaulted him, we wonder could one of the people the actor and writer threw under the bus, intentionally or not, be Tyler Perry?
Why SRv6 Is the Route to Cost-Effective Telecom Network Operations
Consumer demand for faster network speeds and increased use of data throughput presents a pernicious business problem for telecom operators planning infrastructure deployments. The network requirements for modern smartphones are already complex, and operators are increasingly offering enhanced mobile broadband services on 5G networks to diversify service offerings beyond mobile phone plans.
What's in Store for the Digital Enterprise
Next week sees the start of CCS Insight’s Predictions for 2024 and Beyond event — three days of online discussions, presentations and interviews showcasing our expectations for the connected world over the next few years. Day Three of the event, Thursday 12 October, explores some of our predictions for digital enterprises — businesses capable of capitalizing on the latest technology advances, giving them operational flexibility, intelligence, security and management control.
Terraform Community Breaks Ground on Open-Source Alternative
HashiCorp, the company behind infrastructure-as-code tool Terraform, announced plans on 10 August to pivot from its open-source roots to the source-available Business Source License, which limits commercial usage of its software by other companies. This is within its right to do, likewise, various other companies including Couchbase, Elastic and Redis have shifted to the Business Source License in recent years, to varying amounts of controversy.
Intel's NUC Exit Is a Boon for Other Mini-PC Makers
Intel’s NUC series is popular among technical professionals for personal use as a main computer or a home server, as well as in the workplace as a main computer or an Internet of things (IoT) device. On 11 July, Intel announced the “end of direct investment” for the NUC product line, but also a non-exclusive deal with Asus for existing product designs and the right to develop future NUC products.
Talk of AI Dangers Overlooks Current Harms
Artificial intelligence (AI) is the latest tech buzzword to penetrate the public consciousness following the launch of generative AI tools like ChatGPT and Stable Diffusion. Disruptive technology like AI inevitably prompts a debate on the effect it could have on society: this cycle goes as far back as the invention of the printing press — and probably further, but how would we know, without the printing press?
How Bitcoin signalled the start of a new era in the fintech world
Cryptocurrency is no longer a new concept, having now been making waves in the financial space for nearly 15 years. But still, we're seeing a host of new alt-coins coming to market by the day, and interest in trading the biggest digital currencies, like Bitcoin and Ethereum, remains at an all-time high, with intuitive trading platform Qumas AI reporting a steady number of new sign-ups each month of this year and other comparable platforms reporting similar.
5 of the biggest mistakes new crypto traders make
The world of cryptocurrency trading has gathered considerable momentum over recent years, with adults of all ages and experience levels captivated by the concept of Bitcoin, Ethereum and other emerging alt-coins and eager to dip their toe into the world of online investing. And thanks to the growing availability of trading platforms like Profit Edge, it's now easier than ever for even completely inexperienced traders to get started.
Expanding Options for Professional Mac Users
Professionals have eagerly awaited an updated version of the Mac Pro workstation that uses Apple silicon, instead of Intel CPUs. The ability to scale Apple silicon to compete with Intel’s premium Xeon processors has been a recurring talking point among industry watchers and prospective buyers, who have deferred purchases of Mac Pro workstations in hopes of maximizing their investment.
5 extravagant ways to spend your Bitcoin fortune in 2023
It's been another turbulent year for Bitcoin so far, but that hasn't stopped seasoned traders and investors from buying up the digital currency at rock bottom prices in the hopes that it will surge once more over the coming months. Even first-time investors are continuing to dip their toes in the water, with popular trading platforms reporting ongoing interest.
Introducing Power Hexagon
Evaluating products and services for enterprises is inherently subjective. The merit of a product hinges on the outcomes it can deliver to a customer, and on being sophisticated enough to fit the specific needs of prospective buyers.
AI Adoption Economics and Hybrid, Right-Sized Workloads
Artificial intelligence (AI) has had a meteoric rise in the past year, with products such as ChatGPT and DALL-E demonstrating what large language models (LLMs) are capable of. Microsoft Bing Chat and Google Bard brought cloud-hosted chat bots to millions, and Stability AI brought image generation from the cloud to people’s PCs and laptops.
AWS Aims to Bring Generative AI to Enterprises
Amazon Web Services (AWS) bolstered its artificial intelligence (AI) offerings last week, seeking to articulate its capabilities in the market to enterprises amid high-profile but consumer-focussed announcements from Microsoft and Google, which are powered by Azure and Google Cloud Platform respectively. Amazon Bedrock brings a range of foundational models to AWS, debuting with models from AI21 Labs, Anthropic and Stability AI, as well as ones developed by Amazon.
Local Use of AI Is an Opportunity for Chipmakers
The introduction of OpenAI’s DALL-E text-to-image generation technology in July 2022 sparked an ersatz type of creativity — anyone, regardless of artistic training or ability, could create an image by describing what they want, using mostly natural language. Access to this technology was initially limited, with OpenAI opening access to DALL-E to the first million users over several weeks.
MWC 2023, Sunday 26 February
Welcome to CCS Insight’s daily coverage of MWC 2023. As always, our analysts are on the ground in Barcelona, and will be covering all major tech announcements and noteworthy themes from the show floor. This year we also have a stand at the event; for more on our activities at MWC and details of where to find us, see here. Today’s article focusses on news from press events ahead of MWC.
DOJ announces voluntary-self disclosure policy for corporate misconduct
On February 22, 2023, the Department of Justice (DOJ) announced a new voluntary self-disclosure (VSD) policy. The VSD policy creates a new national standard for how U.S. Attorney’s Offices (USAO) define and credit voluntary self-disclosure, cooperation, and remediation. The VSD policy follows Deputy Attorney General Lisa O. Monaco’s September 15, 2022 memorandum, which directed all DOJ components that prosecute corporate crime to draft or review their voluntary self-disclosure policies.
Podcast: Multicloud Complexity to Multicloud Coherency
Multicloud deployments have become increasingly common in the past few years, with our Senior Leadership IT Investment Survey, 2022 finding that three-quarters of enterprises are using more than one cloud provider, up from 55% in our 2021 survey. This can be an intentional move or the product of acquisitions, mergers or trials.
Microsoft and Google Give Search an AI Boost
Artificial intelligence (AI) is underpinning the future of Internet search, with Google and Microsoft announcing AI capabilities to their search engines this week. As noted in a previous blog post, AI has received substantial investment from cloud platform operators over several years, with Microsoft primarily investing in OpenAI and Google developing AI capabilities internally, as well as making smaller investments in start-ups such as Anthropic.
Transforming Complexity into Coherency with Multicloud Services
The rise of multicloud architectures in enterprises is a reality, with three-quarters of businesses in CCS Insight’s Senior Leadership IT Investment Survey, 2022 using more than one cloud provider, compared with only 55% in 2021.
AI and Human Expectation: A Treatise
Artificial intelligence (AI) is drawing attention once again. Technologies such as DALL-E and Stable Diffusion are letting users generate images from text prompts, and ChatGPT is the latest in a long line of popular chat bots. The reception of these services has bolstered the fortunes of OpenAI, which is reported to have received a $10 billion investment from Microsoft.
RISC-V Reaches a Turning Point
RISC-V, introduced in 2010, is the first novel instruction set architecture (ISA) to gain market traction in decades. New design firms such as SiFive — founded by the credited inventors of RISC-V at the University of California, Berkeley — as well as Ventana, lowRISC and FOSSi were built around this ISA, but many Arm licensees, such as Renesas and Qualcomm, are joining them, adding RISC-V designs to their product portfolios.
Quantum Computing: the Simple Truth
With hundreds of start-ups in the emerging field of quantum computing, alongside giants like IBM, Microsoft, Amazon and Google, the prospect of generating revenue from what’s essentially a research and development endeavor is daunting. Publicly-traded quantum start-ups such as IonQ and D-Wave Systems, which don’t have non-quantum lines of business to subsidize their investments, probably feel this pressure more acutely.
Use Site Reliability Engineering to Address Cloud Instability
Cloud platforms, as a remotely managed service, come with a service-level agreement (SLA) that guarantees an uptime percentage or your money back. These SLAs, and the shifting of responsibility of infrastructure maintenance from your organization or colocation provider to the clouds in use in your organization, have prompted an expectation that cloud services will “just work”, even though reality often falls short of that.
How Cloud Platforms Are Transforming to Better Serve Customers
Throughout the history of cloud computing, the term “cloud transformation” has described the process by which enterprises migrate workloads from traditional infrastructure to cloud platforms. Discussion of migration philosophies such as “lift and shift” and “refactor and replace” are time-worn.
Premium shelfware: Enterprises struggle to use observability tools
Research Premium shelfware: Enterprises struggle to use observability tools Introduction Observability is a hot topic among enterprise IT practitioners. The prospect of leveraging observability tools aided by artificial intelligence or machine learning to simplify IT management tasks, including managing more workloads with fewer employees, is undeniably attractive. In practice, extracting this value is challenging.
Quantum Computing for Business conference highlights early enterprise adoption
Introduction The Quantum Computing for Business conference returned in-person in Santa Clara, Calif., in December, following a virtual event in 2020 due to travel constraints from the ongoing COVID-19 pandemic. The three-day event featured presentations from dozens of firms across the quantum computing stack — some enterprise firms that are still navigating the practicability of return-to-office policies are, in the interim, generally not participating in in-person events.
An unexpected breakthrough COVID-19 test brings home what it takes to stop the spread
An unexpected positive COVID-19 test changed a lot of plans for my family last week. We are very glad that it did. Home testing worked exactly as it should. Thank you, science. That weekend, we planned to attend a gathering of former classmates, a group of friends for more than 40 years. We had not seen each other for almost two years, and planned to honor the memory of a member of the group who died in the first week of the pandemic when a memorial gathering was impossible.
An unexpected breakthrough COVID-19 test brings home what it takes to stop the spread
The retired chief of staff of the Kansas City VA Medical Center’s positive home test result told him he could put others at risk. Tsafrir Abayov Associated Press file photo An unexpected positive COVID-19 test changed a lot of plans for my family last week. We are very glad that it did. Home testing worked exactly as it should. Thank you, science. That weekend, we planned to attend a gathering of former classmates, a group of friends for more than 40 years.
COVID-19: Cloud-Native Impacts
Published: April 9, 2020 Authors of this Market Insight report: Brian Partridge, William Fellows, Carl Lehmann, Nancy Gohring, Liam Rogers, Mike Fratto, Fernando Montenegro, Jay Lyman, Henry Baltazar, and Jean Atelsek Introduction COVID-19 disruptions in the world of IT have been immediate, and the impact will be everlasting.
Cloud Microeconomics in the
Published: April 2, 2020 Introduction Novel coronavirus (COVID-19) is perhaps the largest disruptor to the global economy since the 1918 'Spanish flu' pandemic. Fear, uncertainty and police enforcement of precautionary measures have changed the behavior of communities, although with over 100 years of advances in technology, our interconnected society can still conduct business while working from home.
AWS re:Invent 2019 with Corey Quinn: The biggest announcements from the conference
Corey Quinn, cloud economist at The Duckbill Group, shares his views on product announcements and pricing strategies unveiled at AWS re:Invent 2019. AWS re:Invent 2019 with Corey Quinn: The biggest announcements from the conference Corey Quinn, cloud economist at the Duckbill Group, shares his views on product announcements and pricing strategies unveiled at AWS re:Invent 2019. TechRepublic's James Sanders spoke with Corey Quinn, cloud economist at The Duckbill Group, at AWS re:Invent.
AWS re:Invent 2019: Why Outposts, Local Zones, and Wavelength are game changing for enterprises
Mark Bowker at ESG reacts to keynotes delivered at AWS re:Invent 2019, focusing on how Amazon's interests in on-premises and edge solutions impact enterprise compute. AWS re:Invent 2019: Why Outposts, Local Zones, and Wavelength are game changing for enterprises Mark Bowker at ESG reacts to keynotes delivered at AWS re:Invent 2019, focusing on how Amazon's interests in on-premises and edge solutions impact enterprise compute.
re:Invent 2019: Amazon is all-in on custom silicon
Amazon is relying heavily on Arm Neoverse with the second-generation Graviton2, as well as customized instances for AI model training. Inside AWS Graviton: Arm servers available in public cloud for the first time Amazon's development of a homegrown Arm CPU, combined with new AMD EPYC powered instances announced this month, threaten Intel's hegemony in cloud computing and enterprise servers.
Amazon Braket quantum computing service glues together three unrelated systems
Amazon is taking a "choice is good" approach to quantum, as different qubit designs are suited to different classes of problems. Amazon unveiled Braket, a quantum computing service that represents a largely perfunctory entry in the quantum computing market.—Itit brings choice, certainly, as Amazon provides cloud access to D-Wave, IonQ, and Rigetti quantum computers—but practically extracting any value from any of these remains the task of the user.
Cybersecurity in 2020: More targeted attacks, AI not a prevention panacea
As cloud complexity increases, hackers are relying on more targeted attacks, scoping out weak points across a larger attack surface. Handling endpoint security without overwhelming professionals with information overload Chris Bell, director of product management at Secureworks, describes the difficult balance to strike for presenting actionable information to security professionals without exhausting them with information overload.
8 holiday tech gifts for people you secretly hate (yes, seriously)
If talking politics at Thanksgiving is not enough to get you removed from the guest list for holidays in December, here's some gift ideas that will ensure you won't get invited back next year. Ever find yourself in a position to need to buy a gift for someone you just don't like? Perhaps an in-law, or obstinate niece or nephew? Or, just looking to avoid terrible gifts?
10 Japanese office products you didn't know you need
Pilot Frixion erasable pens There's a wealth of office supplies invented in Japan that can make your day-to-day quite a lot easier. Here's TechRepublic's roundup of 10 Japanese office products you didn't know you need. Affiliate disclosure: When you click through from our site or one of our downloads to a retailer or vendor and buy a product or service, we may earn affiliate commissions. This helps support our work, but does not affect what we cover or how, and it does not affect the price you pay.
Best 2019 Black Friday deals on hard drives, NAS, USB, and flash storage
Black Friday is a great opportunity to get bulk storage for cheap. Here's how to put the "inexpensive" back in RAID. Black Friday is just around the corner, landing on November 29 this year, bringing with it plenty of chances to snag deals on storage.
Dreamforce 2019: Salesforce's Customer 360 Truth aims to consolidate customer data
At Dreamforce 2019, Saleforce announced its Customer 360 Truth as a consolidated resource ingesting data from disparate business units, aiming to transmute that data into actionable intelligence.
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