The market researchers at Gartner have extended their forecast out to 2027 and dropped 2024 from the view since it is now more than a year past. …
Gartner Takes Another Stab At Forecasting AI Spending was written by Timothy Prickett Morgan at The Next Platform.
Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in 2026. …
Microsoft Is More Dependent On OpenAI Than The Converse was written by Timothy Prickett Morgan at The Next Platform.
If you want to know the state of the art in GenAI model development, you watch what the Super 8 hyperscalers and cloud builders are doing and you also keep an eye on the major model builders outside of these companies – mainly, OpenAI, Anthropic, and xAI as well as a few players in China like DeepSeek. …
Big Blue Poised To Peddle Lots Of On Premises GenAI was written by Timothy Prickett Morgan at The Next Platform.
Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to OpenAI as it builds its latest GPT models. …
Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines was written by Timothy Prickett Morgan at The Next Platform.
With the hyperscalers and the cloud builders all working on their own CPU and AI XPU designs, it is no wonder that Nvidia has been championing the neoclouds that can’t afford to try to be everything to everyone – this is the very definition of enterprise computing – and that, frankly, are having trouble coming up with the trillions of dollars to cover the 150 gigawatts to more than 200 gigawatts of datacenter capacity that is estimated to be on the books between 2025 and 2030 for AI workloads. …
Nvidia’s $2 Billion Investment In CoreWeave Is A Drop In A $250 Billion Bucket was written by Timothy Prickett Morgan at The Next Platform.
Amid the myriad discussions about AI – from the astounding amount of money being spent by vendors and enterprises and the debate about actual ROI those businesses are getting to the technology’s effect on cybersecurity, jobs, and the fear of disinformation and resulting distrust – it’s easy to forget its usefulness in particular industries. …
Nvidia Takes The Open Road In AI Weather Forecasting was written by Jeffrey Burt at The Next Platform.
SPONSORED Your phone buzzes at 2 AM. The website is down. …
AI Is Coming To Solve Your System Outages was written by Timothy Prickett Morgan at The Next Platform.
Intel has been pushing its two-core server CPU strategy for so long, in one form or another, that we have become accustomed to differentiating products the way Intel does and then try to figure out what workloads these chips might be useful for. …
Intel Is Still Struggling In The Datacenter, But It Could Get Better was written by Timothy Prickett Morgan at The Next Platform.
Meta Platforms is not happy just being the social network for the world anymore. …
Meta Platforms Metamorphizing Into An AI Cloud For Sovereigns was written by Timothy Prickett Morgan at The Next Platform.
The first company that can make a UALink switch with high radix – meaning lots of ports – and high aggregate bandwidth across those ports that can compete toe-to-toe with Nvidia’s NVSwitch memory fabric and NVLink ports is going to make a lot of money. …
Upscale AI Nabs Cash To Forge “SkyHammer” Scale Up Fabric Switch was written by Timothy Prickett Morgan at The Next Platform.
No, we did not miss the fact that Nvidia did an “acquihire” of AI accelerator and system startup and rival Groq on Christmas Eve. …
Is Nvidia Assembling The Parts For Its Next Inference Platform? was written by Timothy Prickett Morgan at The Next Platform.
If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first to know. …
TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers was written by Timothy Prickett Morgan at The Next Platform.
If GenAI is going to go mainstream and not just be a bubble that helps prop up the global economy for a couple of years, AI inference is going to have to come down in price – and do so faster than it has done thus far. …
Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI was written by Timothy Prickett Morgan at The Next Platform.
As the year came to an end, we tore apart IDC’s assessments for server spending, including the huge jump in accelerated supercomputers for running GenAI and more traditional machine learning workloads and as this year got started, we did forensic analysis and modeling based on the company’s reckoning of Ethernet switching and routing revenues. …
By Decade’s End, AI Will Drive More Than Half Of All Chip Sales was written by Timothy Prickett Morgan at The Next Platform.
AI is having a seismic impact on processes across all industries, speeding things up and driving costs down. …
Startup Quantum Elements Brings AI, Digital Twins To Quantum Computing was written by Jeffrey Burt at The Next Platform.
But virtue of its scale out capability, which is key for driving the size of absolutely enormous AI clusters, and to its universality, Ethernet switch sales are booming, and if the recent history is any guide, we can expect Ethernet revenues will climb exponentially higher in the coming quarters as well. …
Pushed By GenAI And Front End Upgrades, Ethernet Switching Hits New Highs was written by Timothy Prickett Morgan at The Next Platform.
In the early days of D-Wave’s history, the company made a decision to pursue annealing as its first technology to build a quantum computer because it promised to offer the fastest path to commercial quantum computing. …
D-Wave Makes Gate-Model Power Move With Quantum Circuits Buy was written by Jeffrey Burt at The Next Platform.
Under Lisa Su’s more than eleven years as AMD’s chief executive officer, the company has returned from Opteron exile to be a formidable CPU foe to Intel in the datacenter, due in large part to the innovation around its Zen microarchitecture and Epyc server chips driven by Su, chief technology officer Mark Papermaster, and countless others. …
AMD Contemplates And Engineers Yottascale AI Compute was written by Jeffrey Burt at The Next Platform.
Having an annual cadence for the improvement of AI systems is a great thing if you happen to be buying the newest iron at exactly the right time. …
Nvidia’s Vera-Rubin Platform Obsoletes Current AI Iron Six Months Ahead Of Launch was written by Timothy Prickett Morgan at The Next Platform.
The number of AI inference chip startups in the world is gross – literally gross, as in a dozen dozens. …
Rebellions AI Puts Together An HBM And Arm Alliance To Take On Nvidia was written by Timothy Prickett Morgan at The Next Platform.