Nvidia Disaggregates Long-Context Inference To Drive Bang For The Buck

It is beginning to look like that the period spanning from the second half of 2026 through the first half of 2027 is going to be a local maximum in spending on XPU-accelerated systems for AI workloads. …

Nvidia Disaggregates Long-Context Inference To Drive Bang For The Buck was written by Timothy Prickett Morgan at The Next Platform.

OpenAI Lays Out The Principles Of Global-Scale Computing

If AI is to become pervasive, as the model builders and datacenter builders who are investing enormous sums of money are clearly banking on it to be, then it really goes have to be a global phenomenon. …

OpenAI Lays Out The Principles Of Global-Scale Computing was written by Timothy Prickett Morgan at The Next Platform.

IDC Makes Ebullient AI Spending Forecast Out To 2029

Ever since Nvidia reported its most recent financial results, where company co-founder and chief executive officer Jensen Huang said that there would be somewhere between $3 trillion and $4 trillion in spending on AI between now and the end of the decade, we have been on the prowl for any market research that backs up this claim or is its source. …

IDC Makes Ebullient AI Spending Forecast Out To 2029 was written by Timothy Prickett Morgan at The Next Platform.

Broadcom Lands Shepherding Deal For OpenAI “Titan” XPU

Broadcom turned in its financial results for its third quarter last night, and all of the tongues in the IT sector are wagging about how the chip maker and enterprise software giant has landed a fourth customer for its burgeoning custom XPU design and shepherding business. …

Broadcom Lands Shepherding Deal For OpenAI “Titan” XPU was written by Timothy Prickett Morgan at The Next Platform.

HPE Systems Rebound As Juniper Brings A Further Boost

Sales of GPU-accelerated servers are still hurting margins at Hewlett Packard Enterprise, as they are doing at all OEMs and probably the ODMs, too, but the good news is that they will be hurting less and less as sales of beefier and more profitable general purpose servers are on the rise and as sovereign clouds and neoclouds turn to HPE for iron and pay higher unit prices for gear. …

HPE Systems Rebound As Juniper Brings A Further Boost was written by Timothy Prickett Morgan at The Next Platform.

Why Is Japan Still Investing In Custom Floating Point Accelerators?

It has taken nearly two decades and an immense amount of work by millions of people for high performance computing to go mainstream with GenAI. …

Why Is Japan Still Investing In Custom Floating Point Accelerators? was written by Timothy Prickett Morgan at The Next Platform.

Marvell’s Custom XPU Pipeline Is A Declaration Of AI Independence

There is no question that one of the smartest things that chip designer, packager, and manufacturing process manager Marvell Technology did was to shell out $650 million in May 2019 to buy Avera Semiconductor. …

Marvell’s Custom XPU Pipeline Is A Declaration Of AI Independence was written by Timothy Prickett Morgan at The Next Platform.

With AI Boom, Dell’s Datacenter Biz Is Finally Bigger Than Its PC Biz

Every OEM in the world has two choices.

Choice One: Sell the Nvidia AI hardware and software stack and boost the top line while diluting operating income in their systems businesses. …

With AI Boom, Dell’s Datacenter Biz Is Finally Bigger Than Its PC Biz was written by Timothy Prickett Morgan at The Next Platform.

Nvidia Sets The Datacenter Growth Bar Very High As Compute Sales Dip

The expectations for GenAI are unreasonably high and the pressure on Nvidia is tectonic. …

Nvidia Sets The Datacenter Growth Bar Very High As Compute Sales Dip was written by Timothy Prickett Morgan at The Next Platform.

IBM And AMD Tag Team On Hybrid Classical-Quantum Supercomputers

As we talked about a decade ago in the wake of launching The Next Platform, quantum computers – at least the fault tolerant ones being built by IBM, Google, Rigetti, and a few others – need a massive amount of traditional Von Neumann compute to help maintain their state, assist with qubit error correction, and assist with their computations. …

IBM And AMD Tag Team On Hybrid Classical-Quantum Supercomputers was written by Timothy Prickett Morgan at The Next Platform.

Intel’s “Clearwater Forest” Xeon 7 E-Core CPU Will Be A Beast

With AMD having attaining more than 40 percent revenue share and more than 27 percent shipment share in the X86 server CPU market in the first half of 2025, that means two things. …

Intel’s “Clearwater Forest” Xeon 7 E-Core CPU Will Be A Beast was written by Timothy Prickett Morgan at The Next Platform.

NeuReality Wants Its NR2 To Be Your Arm CPU For AI

Just because the center of gravity for GenAI compute and other kinds of machine learning and data analytics has shifted from the CPU to the XPU accelerator – generally a GPU these days, but not universally – does not mean that the choice of the CPU for the system hosting those XPUs doesn’t matter. …

NeuReality Wants Its NR2 To Be Your Arm CPU For AI was written by Timothy Prickett Morgan at The Next Platform.

Nvidia Tapped To Accelerate RIKEN’s FugakuNext Supercomputer

It has been clear for some time that Japan wants to have a certain amount of economic and technical independence when it comes to cloud computing in the Land of the Rising Sun. …

Nvidia Tapped To Accelerate RIKEN’s FugakuNext Supercomputer was written by Timothy Prickett Morgan at The Next Platform.

Google Is Already Using The Future AI Network You Might Get In 2028

Doubling the transistor count every two years and therefore cutting the price of a transistor in half because you can cram twice as many on a given area transformed computing and drove it during the CMOS chip era. …

Google Is Already Using The Future AI Network You Might Get In 2028 was written by Timothy Prickett Morgan at The Next Platform.

A Data Architecture For The Age Of AI

SPONSORED POST:  As organizations race to harness the potential of AI, many are discovering that their existing data architectures are struggling to keep up. …

A Data Architecture For The Age Of AI was written by Timothy Prickett Morgan at The Next Platform.

It Is Very Hard To Catch AWS On The Clouds

Years before Amazon Web Services launched in March 2006, there were a slew of grid computing startups and incumbent system makers – and a few of them with deep supercomputing experience – that were hawking remotely accessible, utility-style computing on demand. …

It Is Very Hard To Catch AWS On The Clouds was written by Timothy Prickett Morgan at The Next Platform.

Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems

There are four businesses that are very difficult for an equipment manufacturer in the IT sector to make any money on: smartphones, PCs, datacenter servers, and services. …

Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems was written by Timothy Prickett Morgan at The Next Platform.

To Beat Neocloud Rivals To OpenAI, CoreWeave Spends Like Crazy

Sometimes, when datacenter computing does a paradigm shift, things get cheaper, like the move to RISC/Unix systems in the 1990s, and then to X86 systems in the 2000s. …

To Beat Neocloud Rivals To OpenAI, CoreWeave Spends Like Crazy was written by Timothy Prickett Morgan at The Next Platform.

Broadcom Stretches Switching Across Datacenters With Jericho 4

Speaking metaphorically, the blast area of a datacenter should only be so large, for mechanical as well as technical reasons, in order to mitigate the risk of a failure taking out too many machines. …

Broadcom Stretches Switching Across Datacenters With Jericho 4 was written by Timothy Prickett Morgan at The Next Platform.

Big AI Wave Will Lift Arista To $10 Billion Two Years Early

Jayshree Ullal, the chief executive officer of Arista Networks, has been pointing at the $10 billion revenue upper decks since the beginning of the AI boom, but is understandably hesitant about saying when the company would cross that threshold. …

Big AI Wave Will Lift Arista To $10 Billion Two Years Early was written by Timothy Prickett Morgan at The Next Platform.