Timothy Prickett Morgan

Author Archives: Timothy Prickett Morgan

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.

The Team That Will Implement Intel’s New Vision

Intel is hosting its Vision 2025 annual event in Las Vegas this week, what we old hands used to call Intel Developer Forum back in the days when the chip maker was taking over more and more of the datacenter and had give the world a relatively inexpensive and uniform substrate on which to build hyperscale infrastructure. …

The Team That Will Implement Intel’s New Vision was written by Timothy Prickett Morgan at The Next Platform.

Nvidia Research: The Real Reason Big Green Commands Big Profits

It is safe to say in 2025 that the best job in the world is the chief executive officer of Nvidia, and that the company’s co-founder, Jensen Huang, has steered the company to great heights as much as fellow co-founders Thomas Watson ever did with International Business Machines, Larry Ellison ever did with Oracle, and Steve Jobs ever did with Apple Computer. …

Nvidia Research: The Real Reason Big Green Commands Big Profits was written by Timothy Prickett Morgan at The Next Platform.

HBM Can Keep Micron Out Of The Next Memory Bust Cycle

An interesting thought experiment to do in 2025 when looking at the financial results of just about any of the key compute, storage, and networking component and system suppliers is to imagine how any given company’s numbers would look if you backed out the AI portions of its business. …

HBM Can Keep Micron Out Of The Next Memory Bust Cycle was written by Timothy Prickett Morgan at The Next Platform.

Why Did SoftBank Just Buy Ampere Computing?

The world is getting stranger, isn’t it? We understand, given the difficulties of selling Arm server chips to hyperscalers and cloud builders that are also designing and manufacturing their own Arm CPUs, why Ampere Computing, the only successful freestanding Arm server CPU supplier to even get its chips into its chosen tech titan customers, would want to be acquired by Japanese conglomerate SoftBank. …

Why Did SoftBank Just Buy Ampere Computing? was written by Timothy Prickett Morgan at The Next Platform.

Nvidia Draws GPU System Roadmap Out To 2028

High tech companies always have roadmaps. Whether or not they show them to the public, they are always showing them to key investors if they are in their early stages, getting ready to sell some shares on Wall Street to make money – literally, going public – or talking to key customers who are interested in buying a platform, not just a point product to solve a problem today. …

Nvidia Draws GPU System Roadmap Out To 2028 was written by Timothy Prickett Morgan at The Next Platform.

1 2 3 … 84