Timothy Prickett Morgan
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Timothy Prickett Morgan
TSMC Can’t Be Caught Or Bought, Only Sought Or Stolen
It is not hard to figure out who is in the catbird seat in the semiconductor foundry business. …
TSMC Can’t Be Caught Or Bought, Only Sought Or Stolen was written by Timothy Prickett Morgan at The Next Platform.
Can Synthetic Data Help Us Scale AI’s Data Wall?
COMMISSIONED: As with any emerging technology, implementing generative AI large language models (LLMs) isn’t easy and it’s totally fair to look side-eyed at anyone who suggests otherwise. …
Can Synthetic Data Help Us Scale AI’s Data Wall? was written by Timothy Prickett Morgan at The Next Platform.
It’s January: Datacenter Compute Rumors And Moves
As one year ends and another begins, this is often the time when people change jobs and companies change strategies. …
It’s January: Datacenter Compute Rumors And Moves was written by Timothy Prickett Morgan at The Next Platform.
Unstable Diffusion: Artificial Intelligence Meets Military Intelligence
Perhaps no document has ever had a more appropriate title than the “Interim Final Rule on Artificial Intelligence Diffusion” announced by the Biden Administration and the US Department of Commerce today. …
Unstable Diffusion: Artificial Intelligence Meets Military Intelligence was written by Timothy Prickett Morgan at The Next Platform.
Oracle Revs Up Exadata Database Machines To X11M
Transaction processing against relational databases may not be the focus of the datacenter, as it was when IBM created the first relational database and Oracle was founded to compete against it in the late 1970s. …
Oracle Revs Up Exadata Database Machines To X11M was written by Timothy Prickett Morgan at The Next Platform.
Scaling Retrieval Augmented Generation With RAGOps And Agents
COMMISSIONED: Retrieval-augmented generation (RAG) has become the gold standard for helping businesses refine their large language model (LLM) results with corporate data. …
Scaling Retrieval Augmented Generation With RAGOps And Agents was written by Timothy Prickett Morgan at The Next Platform.
The Future Is The One We Generate
If you want to be at the top of the food chain on Earth, as human beings have ascended to after millions of years of evolution, there are a bunch of things that you need to be able to do. …
The Future Is The One We Generate was written by Timothy Prickett Morgan at The Next Platform.
Ethernet Switching Still In Recession Thanks To AI Shift
The original design manufacturers, or ODMs, as well as the portions of the original equipment manufacturers, or OEMs, that act like ODMs in that they create custom machines for hyperscalers and cloud builders and sell that at high volume and low margin, have long since taken over the server market. …
Ethernet Switching Still In Recession Thanks To AI Shift was written by Timothy Prickett Morgan at The Next Platform.
Micron Is Fashionably Late To The HBM Party, But Not Too Late
Here is what memory bandwidth and a certain amount of capacity is worth in the GenAI revolution. …
Micron Is Fashionably Late To The HBM Party, But Not Too Late was written by Timothy Prickett Morgan at The Next Platform.
Cloud Spending Forecast Trimmed For This Year And Next
The market for cloud infrastructure is now so large that it is very difficult for it to change drastically. …
Cloud Spending Forecast Trimmed For This Year And Next was written by Timothy Prickett Morgan at The Next Platform.
From Black Friday To Christmas Eve: The Data-Driven Holiday Hustle
COMMISSIONED AI and advanced storage systems ensure a smooth and profitable winter shopping season, so retailers don’t miss a beat during the holiday rush. …
From Black Friday To Christmas Eve: The Data-Driven Holiday Hustle was written by Timothy Prickett Morgan at The Next Platform.
Databricks Is Going To Be The Next Platform For Many Enterprises
The hyperscalers, cloud builders, HPC centers control the design and manufacturing of own AI infrastructure. …
Databricks Is Going To Be The Next Platform For Many Enterprises was written by Timothy Prickett Morgan at The Next Platform.
LRZ Adopts Nvidia Engines For €250 Million “Blue Lion” Supercomputer In 2027
The expansion of the computing capacity in Europe for both traditional HPC simulation as well as AI training and modeling continues apace, with the Leibniz-Rechenzentrum lab in Germany announcing late last week (when we took a day of holiday) that it would be shelling out €250 million – about $262.7 million at current exchange rates – to build a hybrid CPU-GPU cluster based on Nvidia compute engines to tackle both kinds of high performance computing. …
LRZ Adopts Nvidia Engines For €250 Million “Blue Lion” Supercomputer In 2027 was written by Timothy Prickett Morgan at The Next Platform.
How Long Before Broadcom Makes More AI Compute Engines Than Nvidia?
Chip maker and enterprise software player Broadcom announced its financial results for the final quarter of its fiscal 2024 today, which ended on November third, and all we kept thinking about as chief executive officer Hock Tan went over the numbers was the question in the title above. …
How Long Before Broadcom Makes More AI Compute Engines Than Nvidia? was written by Timothy Prickett Morgan at The Next Platform.
From Big Data To Better Healthcare: How Storage Drives AI In Medicine
COMMISSIONED Imagine this: a patient is rushed into the emergency room, disoriented, unable to speak – signs point to a stroke. …
From Big Data To Better Healthcare: How Storage Drives AI In Medicine was written by Timothy Prickett Morgan at The Next Platform.
Nvidia, AMD, And Intel Help Stuff The Coffers At Ayar Labs
Everybody wants to get rich in AI these days, and if you can’t do it by investing in the compute engine makers or the hyperscalers and cloud builders, then the next best thing to put your money into is probably some form of optical I/O. …
Nvidia, AMD, And Intel Help Stuff The Coffers At Ayar Labs was written by Timothy Prickett Morgan at The Next Platform.
Eviden Mainstreams BXI Interconnect Thanks To Ultra Ethernet And AI Boom
Supercomputer interconnects have not been this exciting in a long time, but the confluence of forces have come together to put high speed, low latency networks at the forefront of systems architecture. …
Eviden Mainstreams BXI Interconnect Thanks To Ultra Ethernet And AI Boom was written by Timothy Prickett Morgan at The Next Platform.
In GPU We Antitrust
With all of this chatter about China looking into possible violations of antitrust law by Nvidia, and regulators in both the United States and the European Union also having done the same, let’s play the “What if?” …
In GPU We Antitrust was written by Timothy Prickett Morgan at The Next Platform.
HPE Walks Away From Risky $700 Million AI Deal
This probably happens more than we know, but sometimes OEMs and ODMs walk away from big deals because something is fishy. …
HPE Walks Away From Risky $700 Million AI Deal was written by Timothy Prickett Morgan at The Next Platform.
The Datacenter Is The Accelerator
There is a fractal nature in modern computing that is only becoming more and more apparent as workloads have long since outstripped the capacity of a single server. …
The Datacenter Is The Accelerator was written by Timothy Prickett Morgan at The Next Platform.