Timothy Prickett Morgan

Author Archives: Timothy Prickett Morgan

AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026

While releasing an update to its InferenceX AI inference benchmark test, formerly known as InferenceMax and thus far only having Nvidia and AMD testing systems using it, the analysts SemiAnalysis declared correctly that thus far only Nvidia, AWS, and Google have created rackscale systems that are deployed today, and that AMD was working on it. …

AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026 was written by Timothy Prickett Morgan at The Next Platform.

Taalas Etches AI Models Onto Transistors To Rocket Boost Inference

Adding big blocks of SRAM to collections of AI tensor engines, or better still, a waferscale collection of such engines, turbocharges AI inference, as has been shown time and again by AI upstarts Cerebras Systems, SambaNova Systems (which Intel is rumored to have taken a run at late last year), Groq (just eaten by Nvidia for $20 billion), and Graphcore (eaten by SoftBank for $600 million a year and a half ago) as they compare against GPUs from Nvidia and AMD. …

Taalas Etches AI Models Onto Transistors To Rocket Boost Inference was written by Timothy Prickett Morgan at The Next Platform.

The Current AI Networking Wave Will Be A Tsunami Of Money By 2027

$230.70. That’s it.

If you take the $34.6 billion that Arista Networks has made in product revenue since it was founded way back in 2004 by Andy Bechtolsheim, David Cheriton, and Kenneth Duda and divide it by the 150 million cumulative ports that it has shipped (with the product ramp really starting in 2010 after the company dropped out of stealth mode in 2009) This is a remarkable number give the fact that Arista has tended to ship very expensive ports that often cost $1,000 or more without services on top of them. …

The Current AI Networking Wave Will Be A Tsunami Of Money By 2027 was written by Timothy Prickett Morgan at The Next Platform.

The Memory Crunch Pinches Cisco’s Profits

It has taken many years for the AI boom to reach the general ledgers and balance sheets of the world’s largest original equipment manufacturers, and one might say that it has taken particularly long for Cisco Systems, the dominant supplier of switching and routing in the enterprise and traditional telco/service provider spaces as well as a respectable systems supplier with over 90,000 customers using its UCS converged server-switch platforms. …

The Memory Crunch Pinches Cisco’s Profits was written by Timothy Prickett Morgan at The Next Platform.

Cisco Doubles Up The Switch Bandwidth To Take On AI Scale Up And Scale Out

In the modern AI datacenter – really, a data galaxy at this point because AI processing needs have broken well beyond the bounds of a single datacenter or even multiple datacenters in a region in a few extreme cases – has two pinch points in the network. …

Cisco Doubles Up The Switch Bandwidth To Take On AI Scale Up And Scale Out was written by Timothy Prickett Morgan at The Next Platform.

Datacenter Spending Forecast Revised Upwards – Yet Again

This is turning into a “dog bites man” story, but the forecasts for spending in the datacenter for this year keep going up and up, and a few days ago Gartner’s economists and prognosticators finished up their tea and looked at the leaves at the common of a cup through a polished crystal ball and predicted that datacenter spending this year would go up. …

Datacenter Spending Forecast Revised Upwards – Yet Again was written by Timothy Prickett Morgan at The Next Platform.

With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear

Here is how we know computing could eventually be a peer to energy, transportation, sustenance, and healthcare as a basic infrastructure need – and will be a bigger part of our lives in the future, if the hyperscalers and cloud builders have their way: The front loading of enormous capital expenses. …

With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear was written by Timothy Prickett Morgan at The Next Platform.

AMD Finally Makes More Money On GPUs Than CPUs In A Quarter

Pent up demand for MI308 GPUs in China, which AMD has been trying to get a license to sell since early last year, were approved so that $360 million in Instinct GPU sales that were not officially part of the pipeline made their way onto the AMD books in Q4 2025. …

AMD Finally Makes More Money On GPUs Than CPUs In A Quarter was written by Timothy Prickett Morgan at The Next Platform.

TACC Explores Mixed Precision And FP64 Emulation For HPC With Horizon

If you want to test out an idea in HPC simulation and modeling and see how it affects a broad array of scientific applications, there is probably not a better place than the Texas Advanced Computing Center at the University of Texas. …

TACC Explores Mixed Precision And FP64 Emulation For HPC With Horizon was written by Timothy Prickett Morgan at The Next Platform.

Big Blue Poised To Peddle Lots Of On Premises GenAI

If you want to know the state of the art in GenAI model development, you watch what the Super 8 hyperscalers and cloud builders are doing and you also keep an eye on the major model builders outside of these companies – mainly, OpenAI, Anthropic, and xAI as well as a few players in China like DeepSeek. …

Big Blue Poised To Peddle Lots Of On Premises GenAI was written by Timothy Prickett Morgan at The Next Platform.

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