Timothy Prickett Morgan
Author Archives: Timothy Prickett Morgan
- Home → Author's archive:
Timothy Prickett Morgan
Sizing Up Compute Engines For HPC Work At 64-Bit Precision
If you want a CPU that has the floating point performance of a GPU, all you have to do is wait six or so years and the CPU roadmaps can catch up. …
Sizing Up Compute Engines For HPC Work At 64-Bit Precision was written by Timothy Prickett Morgan at The Next Platform.
Better AI Might Depend On The Data Infrastructure Getting Better First
SPONSORED FEATURE: When it comes to artificial intelligence, it seems nothing succeeds like excess. …
Better AI Might Depend On The Data Infrastructure Getting Better First was written by Timothy Prickett Morgan at The Next Platform.
Arista Can Ride AI Up Past $10 Billion In 2026
In many ways, Arista Networks still behaves like a startup even though it was founded twenty years ago, rollout out its first products a little more than a decade and a half ago, went public a decade ago, and now as over 10,000 customers and over 100 million Ethernet ports sold that generated a cumulative $32 billion in revenues for hardware, software, and support. …
Arista Can Ride AI Up Past $10 Billion In 2026 was written by Timothy Prickett Morgan at The Next Platform.
Gordian Knot: Broadcom And TSMC To Cut Intel Into Two?
People are impatient for Intel to get fixed, and have been for many years. …
Gordian Knot: Broadcom And TSMC To Cut Intel Into Two? was written by Timothy Prickett Morgan at The Next Platform.
The Hidden Cost Of Compromise: Why HPC Still Demands Precision
PARTNER CONTENT: As the technology industry continues its shift towards AI dominance, an important schism is opening up that threatens to impact scientific progress, along with important humanitarian endeavors such as disaster response. …
The Hidden Cost Of Compromise: Why HPC Still Demands Precision was written by Timothy Prickett Morgan at The Next Platform.
Cisco Is The Bellwether Of Enterprise AI Adoption
While the hyperscalers and big cloud builders all are racing as fast as they can to build the biggest – and presumably the best – models, or collections of models, to win the AI race and become the Microsoft or Red Hat of commercial-grade models, the acquisition of AI hardware and envelope pushing on AI model architecture is not indicative of the adoption of AI by enterprises. …
Cisco Is The Bellwether Of Enterprise AI Adoption was written by Timothy Prickett Morgan at The Next Platform.
Extended “Blackwell” GPU Ramp Cools Growth At Supermicro
Nvidia may be shipping its “Blackwell” B100, B200, and GB200 compute engines, but not in enough volumes for server maker Supermicro to meet its revenue expectations in the quarter ended in December. …
Extended “Blackwell” GPU Ramp Cools Growth At Supermicro was written by Timothy Prickett Morgan at The Next Platform.
Cisco Cuts Network Costs By Welding Nexus Switch To AMD DPU
There are two ways to make a programmable switch that can run network applications and accelerate certain network functions. …
Cisco Cuts Network Costs By Welding Nexus Switch To AMD DPU was written by Timothy Prickett Morgan at The Next Platform.
Intel Datacenter Chief Departs To Run Nokia – Now What?
After only a little more than a year of running Intel’s Data Center and AI group – which is probably about as much fun right now as falling down the stairs – Justin Hotard has departed the chip maker to become the next chief executive officer of Nokia, which interestingly enough has a renewed interest in building cloud networks and making money at that. …
Intel Datacenter Chief Departs To Run Nokia – Now What? was written by Timothy Prickett Morgan at The Next Platform.
Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments
There is a bit of AI spending one-upmanship going on among the hyperscalers and cloud builders – and now the foundation model builders who are partnering with their new sugar daddies to be able to afford to build vast AI accelerator estates to push the state of the art in model capabilities and intelligence. …
Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments was written by Timothy Prickett Morgan at The Next Platform.
How Much Money Does Arm Make In The Datacenter?
As we have been saying for quite some time, when it comes to datacenter CPUs, we think that homegrown Arm processors (as well as those made by independents Ampere Computing and Huawei Technologies) will eventually represent at least half of the computing capacity that the hyperscalers and major cloud builders install. …
How Much Money Does Arm Make In The Datacenter? was written by Timothy Prickett Morgan at The Next Platform.
The Metadata Advantage: Unlocking insights And Efficiency In Enterprise IT
COMMISSIONED: When it comes to enterprise IT infrastructure, metadata is the secret asset most people don’t think about. …
The Metadata Advantage: Unlocking insights And Efficiency In Enterprise IT was written by Timothy Prickett Morgan at The Next Platform.
Skepticism About AI Use Does Not Yet Negate The Appetite For AI Hardware
People – and when we say “people” we mean “Wall Street” as well as individual investors – sometimes have unreasonable expectations. …
Skepticism About AI Use Does Not Yet Negate The Appetite For AI Hardware was written by Timothy Prickett Morgan at The Next Platform.
AMD Moves Up Instinct MI355X Launch As Datacenter Biz Hits Records
When we first started The Next Platform a decade ago, there was not really much of a reason to cover the company’s datacenter efforts. …
AMD Moves Up Instinct MI355X Launch As Datacenter Biz Hits Records was written by Timothy Prickett Morgan at The Next Platform.
The Gigabucks Going Into Datacenter Gigawatts
The only thing that takes longer to bring online slower than a datacenter is a chip foundry, which is unfortunate for a lot of different reasons. …
The Gigabucks Going Into Datacenter Gigawatts was written by Timothy Prickett Morgan at The Next Platform.
Intel Pushes Out “Clearwater Forest” Xeon 7, Sidelines “Falcon Shores” Accelerator
If Intel hopes to survive the next few years as a freestanding company and return to its role as innovator, it can not afford to waste its time and it cannot afford to make any more mistakes. …
Intel Pushes Out “Clearwater Forest” Xeon 7, Sidelines “Falcon Shores” Accelerator was written by Timothy Prickett Morgan at The Next Platform.
IBM Takes The Patient Path To Future GenAI Profits
While the hyperscalers and cloud builders provide the best indicator of what it takes to create state of the art GenAI models and the infrastructure to train them as well as to put them into production for practical use through an API interface, perhaps IBM is one of the best leading indicators for how GenAI will slowly be adopted by the enterprises of the world within their own organizations. …
IBM Takes The Patient Path To Future GenAI Profits was written by Timothy Prickett Morgan at The Next Platform.
New Year, New Data Strategy: How AI And Scalable Storage Shape 2025’s Resolutions
COMMISSIONED: The new year has arrived, bringing with it the usual resolutions: get fitter, read more books, maybe finally tackle that ever-growing email backlog. …
New Year, New Data Strategy: How AI And Scalable Storage Shape 2025’s Resolutions was written by Timothy Prickett Morgan at The Next Platform.
The Road Ahead For Datacenter Compute Engines: The CPUs
It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. …
The Road Ahead For Datacenter Compute Engines: The CPUs was written by Timothy Prickett Morgan at The Next Platform.
Azure Can’t Make Up For On Premise Profit Decline At Microsoft
If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to figure out how to get GPU-accelerated systems, you ought to try to convince the same companies to upgrade to Windows Server 2025, which launched last November. …
Azure Can’t Make Up For On Premise Profit Decline At Microsoft was written by Timothy Prickett Morgan at The Next Platform.