Timothy Prickett Morgan

Author Archives: Timothy Prickett Morgan

What Happens When Hyperscalers And Clouds Buy Most Servers And Storage?

We have a long-standing joke that dates from the early 2000s, when the hyperscalers – there were not yet cloud builders as we now know them – started having hundreds of millions of users and millions of servers and storage arrays to run applications for them at the same time there was the beginnings of consolidation among the OEMs who created the servers and storage used by nearly all enterprises, including dot-com startups. …

What Happens When Hyperscalers And Clouds Buy Most Servers And Storage? was written by Timothy Prickett Morgan at The Next Platform.

Los Alamos Pushes The Memory Wall With “Venado” Supercomputer

Today is the ribbon-cutting ceremony for the “Venado” supercomputer, which was hinted at back in April 2021 when Nvidia announced its plans for its first datacenter-class Arm server CPU and which was talked about in some detail – but not really enough to suit our taste for speeds and feeds – back in May 2022 by the folks at Los Alamos National Laboratory where Venado is situated. …

Los Alamos Pushes The Memory Wall With “Venado” Supercomputer was written by Timothy Prickett Morgan at The Next Platform.

With MTIA v2 Chip, Meta Can Do AI Inference, But Not Training

If you control your code base and you have only a handful of applications that run at massive scale – what some have called hyperscale – then you, too, can win the Chip Jackpot like Meta Platforms and a few dozen companies and governments in the world have. …

With MTIA v2 Chip, Meta Can Do AI Inference, But Not Training was written by Timothy Prickett Morgan at The Next Platform.

Google Joins The Homegrown Arm Server CPU Club

If you are wondering why Intel chief executive officer Pat Gelsinger has been working so hard to get the company’s foundry business not only back on track but utterly transformed into a merchant foundry that, by 2030 or so can take away some business from archrival Taiwan Semiconductor Manufacturing Co, the reason is simple. …

Google Joins The Homegrown Arm Server CPU Club was written by Timothy Prickett Morgan at The Next Platform.

With Gaudi 3, Intel Can Sell AI Accelerators To The PyTorch Masses

We have said it before, and we will say it again right here: If you can make a matrix math engine that runs the PyTorch framework and the Llama large language model, both of which are open source and both of which come out of Meta Platforms and both of which will be widely adopted by enterprises, then you can sell that matrix math engine. …

With Gaudi 3, Intel Can Sell AI Accelerators To The PyTorch Masses was written by Timothy Prickett Morgan at The Next Platform.

Mixed Results For The Datacenter Thundering Thirteen In Q4

We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …

Mixed Results For The Datacenter Thundering Thirteen In Q4 was written by Timothy Prickett Morgan at The Next Platform.

Intel’s Chips No Longer Pay More Than Their Fair Share Of Foundry Costs

The biggest benefit that is coming from the separation of the Intel chip design and marketing business from its foundry operations is that Intel’s chip product groups no longer have to shoulder the totality of the immense costs of its manufacturing operations. …

Intel’s Chips No Longer Pay More Than Their Fair Share Of Foundry Costs was written by Timothy Prickett Morgan at The Next Platform.

The Cloud Outgrows Linux, And Sparks A New Operating System

Ultimately, every problem in the constantly evolving IT software stack becomes a database problem, which is why there are 418 different databases and datastores in the DB Engines rankings and there are really only a handful of commercially viable operating systems. …

The Cloud Outgrows Linux, And Sparks A New Operating System was written by Timothy Prickett Morgan at The Next Platform.

HexaMesh: Chiplet Topologies Inspired By Nature

With the reticle limit for chip manufacturing pretty much set in stone (pun intended) at 26 millimeters by 33 millimeters down to 2 nanometer transistor sizes with extreme ultraviolet lithography techniques and being cut in half to 26 millimeters by 16.5 millimeters for the High-NA extreme ultraviolet lithography needed to push below 2 nanometer transistor sizes, chiplets are inevitable and monolithic dies are absolutely going to become a thing of the past. …

HexaMesh: Chiplet Topologies Inspired By Nature was written by Timothy Prickett Morgan at The Next Platform.

There Is Still A Place For FPGAs In The Datacenter

By the time that the founders of Achronix, who were all techies from Cornell University, decided to found their own FPGA company twenty years ago, FPGAs had already been in the field for twenty years and the market was dominated by Xilinx (now part of AMD) and Altera (still part of Intel until it gets spun out sometime in the future). …

There Is Still A Place For FPGAs In The Datacenter was written by Timothy Prickett Morgan at The Next Platform.

Anthropic Fires Off Performance And Price Salvos In AI War

It is a strange time in the generative AI revolution, with things changing on so many vectors so quickly it is hard to figure out what all of this hardware and software and people-hours costs and what it might be worth when it comes to transforming, well, just about everything. …

Anthropic Fires Off Performance And Price Salvos In AI War was written by Timothy Prickett Morgan at The Next Platform.

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