
Author Archives: Timothy Prickett Morgan
Author Archives: Timothy Prickett Morgan
This week, Amazon Web Services announced the availability of its first UltraServer pre-configured supercomputers based on Nvidia’s “Grace” CG100 CPUs and its “Blackwell” B200 GPUs in what is called a GB200 NVL72 shared GPU memory configuration. …
Sizing Up AWS “Blackwell” GPU Systems Against Prior GPUs And Trainiums was written by Timothy Prickett Morgan at The Next Platform.
One of the biggest questions that enterprises, governments, academic institutions, and HPC centers the world over are going to have to answer very soon – if they have not made the decision already – is if they are going to train their own AI models and the inference software stacks that make them useful or just buy them from third parties and get to work integrating AI with their applications a lot faster. …
Will Companies Build Or Buy Their GenAI Models? was written by Timothy Prickett Morgan at The Next Platform.
AI has the power to transform how organizations derive insights, make decisions, and unlock value, but all that depends on the quality of the data. …
How BigQuery Combines Data And AI For Business Transformation was written by Timothy Prickett Morgan at The Next Platform.
The European Union cannot practically declare its independence from Nvidia GPUs any more than any other nation can at this point. …
With Money And Rhea1 Tapeout, SiPearl Gets Real About HPC CPUs was written by Timothy Prickett Morgan at The Next Platform.
There are definitely easier businesses to be in than operating a neocloud. …
Only The Biggest Neoclouds Will Survive was written by Timothy Prickett Morgan at The Next Platform.
The biggest challenge to AI initiatives is the data they rely on. …
How Multi-Agent Systems Revolutionize Data Workflows was written by Timothy Prickett Morgan at The Next Platform.
It has taken the better part of a year and a half and some wrangling with the US Department of Justice to get it done, but Hewlett Packard Enterprise has finally completed its $14 billion acquisition of Juniper Networks. …
How Will Juniper Change HPE’s Datacenter Networking Strategy? was written by Timothy Prickett Morgan at The Next Platform.
As we have said many times here at The Next Platform, the only way to predict the actual future is to live it. …
Even AI Can’t Predict How Much Accelerated Iron The World Will Buy was written by Timothy Prickett Morgan at The Next Platform.
Micron Technology has not just filled in a capacity shortfall for more high bandwidth stacked DRAM to feed GPU and XPU accelerators for AI and HPC. …
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond was written by Timothy Prickett Morgan at The Next Platform.
Right or wrong, we still believe that we live in a world where traditional HPC simulation and modeling at high precision matters more than mashing up the sum total of human knowledge and mixing with the digital exhaust of our lives to create a globe-spanning automation that will leave us all with very little to do and a commensurate amount of wealth and power to show for it. …
Some Thoughts On The Future “Doudna” NERSC-10 Supercomputer was written by Timothy Prickett Morgan at The Next Platform.
There is not one Ethernet business, but several, and now, with the evolution of Ethernet switches for back-end AI cluster networks, there is a new one that has the possibility to dominate revenues and profits. …
Nvidia Passes Cisco And Rivals Arista In Datacenter Ethernet Sales was written by Timothy Prickett Morgan at The Next Platform.
Sitting in an office at QuEra Computing’s Boston headquarters, Yuval Boger was talking about the recent advancements made in quantum computing that are driving the chorus around an accelerated the timeframe the launch of a usable and reliable system. …
QuEra Quantum System Leverages Neutral Atoms To Compute was written by Timothy Prickett Morgan at The Next Platform.
It has been two and a half months since new chief executive officer Lip-Bu Tan gave the keynote at Intel’s Vision 2025 event, and the company has been relatively quiet by its own standards over the past several decades as Tan gets the lay of the land and tries to plot out the course of the company to rebuild its foundry business and reorient and focus its chip design and sales business. …
Intel Starts Re-Engineering Its Executive Ranks was written by Timothy Prickett Morgan at The Next Platform.
Given two endpoints and a compound annual growth rate between those two points over a specific amount of time is not as useful as it seems. …
Picking Apart AMD’s AI Accelerator Forecasts For Fun And Budgets was written by Timothy Prickett Morgan at The Next Platform.
To a certain extent, Nvidia and AMD are not really selling GPU compute capacity as much as they are reselling just enough HBM memory capacity and bandwidth to barely balance out the HBM memory they can get their hands on, thereby justifying the ever-embiggening amount of compute their GPU complexes get overstuffed with. …
AMD Plots Interception Course With Nvidia GPU And System Roadmaps was written by Timothy Prickett Morgan at The Next Platform.
The newest of the exascale-class supercomputer to be profiled in the Top500 rankings in the June list is the long-awaited “Jupiter” system at Forschungszentrum Jülich facility in Germany. …
Peeling The Covers Off Germany’s Exascale “Jupiter” Supercomputer was written by Timothy Prickett Morgan at The Next Platform.
The International Super Computing 2025 conference is going on this week in Hamburg, Germany and is celebrating its 40th anniversary. …
Top500 Supers: Even Accelerators Can’t Bend Performance Up To The Moore’s Law Line was written by Timothy Prickett Morgan at The Next Platform.
After three relatively short years of explosive growth thanks to the GenAI boom, AI is driving half of systems revenues worldwide already. …
Broadcom At The Crossroads Between Merchant And Custom Silicon was written by Timothy Prickett Morgan at The Next Platform.
When you drive around the major metropolitan areas of this great country of ours, and indeed in any most of the developed countries at this point, you see two things. …
AWS Plunks Down $10 Billion For Datacenters In North Carolina was written by Timothy Prickett Morgan at The Next Platform.
Hewlett Packard Enterprise is going through yet another restructuring to reduce costs, something we have seen a lot of in the past two decades and a half decades since it acquired Compaq to become a volume server peddler as well as high end system supplier for enterprises. …
HPE Uses AI To Drive The Business, Which Is Increasingly AI was written by Timothy Prickett Morgan at The Next Platform.