Timothy Prickett Morgan

Author Archives: Timothy Prickett Morgan

Amazon Says It Can Embiggen AWS Past “Multi-$100 Billion” With AI

Here is how you know the cloud revolution is not done: Throughout the 77 quarter financial history of Amazon Web Services, which was formally launched in March 2006, there have been so few quarters of sequential revenue decline that you can literally count them on one hand. …

Amazon Says It Can Embiggen AWS Past “Multi-$100 Billion” With AI was written by Timothy Prickett Morgan at The Next Platform.

AI Steady, Cloud Accelerating Gives Microsoft A Big Datacenter Boost

Wall Street has been looking for some good news, and Microsoft came through with its financial results for the third quarter of its fiscal 2025 as its cloud business – and to be specific, its non-AI cloud business – grew much more strongly than expected. …

AI Steady, Cloud Accelerating Gives Microsoft A Big Datacenter Boost was written by Timothy Prickett Morgan at The Next Platform.

With Its Llama API Service, Meta Platforms Finally Becomes A Cloud

A lot of companies talk about open source, but it can be fairly argued that Meta Platforms, the company that built the largest social network in the world and that has open sourced a ton of infrastructure software as well as datacenter, server, storage, and switch designs, walks the talk the best. …

With Its Llama API Service, Meta Platforms Finally Becomes A Cloud was written by Timothy Prickett Morgan at The Next Platform.

IBM Will Catch A Piece Of The GenAI Wave With Next-Gen Systems

We don’t normally spend a lot of time writing about IBM mainframes, but these big iron systems drive a lot of transactions in the world – transactions flush with demographics and context that will feed into AI models – and will be doing native and integrated AI processing for the applications that push those applications. …

IBM Will Catch A Piece Of The GenAI Wave With Next-Gen Systems was written by Timothy Prickett Morgan at The Next Platform.

TSMC: The Second Most Profitable Company In The AI Revolution

The AI boom has been very, very good to Taiwan Semiconductor Manufacturing Co, which is positioned to do well if Nvidia continues with its hegemony over AI training and inference or if the rebel alliance forms behind AMD or if the hyperscalers and cloud builders dedicate a substantial portion of their capital budgets to etching and packaging homegrown compute engines. …

TSMC: The Second Most Profitable Company In The AI Revolution was written by Timothy Prickett Morgan at The Next Platform.

Stacking Up Google’s “Ironwood” TPU Pod To Other AI Supercomputers

As part of the pre-briefings ahead of the Google Cloud Next 2025 conference last week and then during the keynote address, the top brass at Google kept comparing a pod of “Ironwood” TPU v7p systems to the “El Capitan” supercomputer at Lawrence Livermore National Laboratory. …

Stacking Up Google’s “Ironwood” TPU Pod To Other AI Supercomputers was written by Timothy Prickett Morgan at The Next Platform.

Nvidia Sacrifices Profits To Preserve Revenues In The US

Making a graphics card for gamers is one thing, but manufacturing a rackscale supercomputer with over 600,000 components that burns 120 kilowatts of power, that has over 5,000 copper cables for an all-to-all interconnect mesh for 72 dual-chip compute engines, and that weighs over 3,000 pounds is another thing entirely. …

Nvidia Sacrifices Profits To Preserve Revenues In The US was written by Timothy Prickett Morgan at The Next Platform.

Why Did Silver Lake Buy A Majority Stake In Intel’s Altera FPGA Business?

Beleaguered chip maker Intel has been looking for ways to capitalize on non-core, not large, but profitable parts of its business to raise funds for its ambitious plans to revitalize Intel Foundry and to also invest heavily in the Intel Products group. …

Why Did Silver Lake Buy A Majority Stake In Intel’s Altera FPGA Business? was written by Timothy Prickett Morgan at The Next Platform.

With “Ironwood” TPU, Google Pushes The AI Accelerator To The Floor

If you want to be a leading in supplying AI models and AI applications, as well as AI infrastructure to run it, to the world, it is also helpful to have a business that needs a lot of AI that can underwrite the development of homegrown infrastructure that can be sold side-by-side with the standard in the industry. …

With “Ironwood” TPU, Google Pushes The AI Accelerator To The Floor was written by Timothy Prickett Morgan at The Next Platform.

UALink Fires First GPU Interconnect Salvo At Nvidia NVSwitch

Compute engine makers can do all they want to bring the performance of their devices on par or even reasonably close to that of Nvidia’s various GPU accelerators, but until they have something akin to the NVLink and NVSwitch memory fabric that Nvidia uses to leverage the performance of many GPUs at bandwidths that dwarf PCI-Express switches and latencies that  dwarf Ethernet interconnects, they can never catch up. …

UALink Fires First GPU Interconnect Salvo At Nvidia NVSwitch was written by Timothy Prickett Morgan at The Next Platform.

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