Even AI Can’t Predict How Much Accelerated Iron The World Will Buy

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.

Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond

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.

Some Thoughts On The Future “Doudna” NERSC-10 Supercomputer

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.

Nvidia Passes Cisco And Rivals Arista In Datacenter Ethernet Sales

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.

QuEra Quantum System Leverages Neutral Atoms To Compute

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.

Intel Starts Re-Engineering Its Executive Ranks

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.

Picking Apart AMD’s AI Accelerator Forecasts For Fun And Budgets

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.

AMD Plots Interception Course With Nvidia GPU And System Roadmaps

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.

Peeling The Covers Off Germany’s Exascale “Jupiter” Supercomputer

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.

Top500 Supers: Even Accelerators Can’t Bend Performance Up To The Moore’s Law Line

The International Super Computing 2025 conference is going on this week in Hamburg, Germany and is celebrating its 40^th 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.

Broadcom At The Crossroads Between Merchant And Custom Silicon

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.

AWS Plunks Down $10 Billion For Datacenters In North Carolina

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.

HPE Uses AI To Drive The Business, Which Is Increasingly AI

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.

The AI Datacenter Is Ravenous For 102.4 Tb/sec Ethernet Switch ASICs

While it has always been true that flatter networks and faster networks are possible with every speed bump on the Ethernet roadmap, the scale of networks has kept growing fast enough that the switch ASIC makers and the switch makers have been able to make it up in volume and keep the switch business growing. …

The AI Datacenter Is Ravenous For 102.4 Tb/sec Ethernet Switch ASICs was written by Timothy Prickett Morgan at The Next Platform.

Unlock The Power Of Your Data With BigQuery

SPONSORED POST: When you have got disparate data flowing in from every corner of your business, making sense of it all and making it work harder for you isn’t always easy. …

Unlock The Power Of Your Data With BigQuery was written by Timothy Prickett Morgan at The Next Platform.

Marvell Is Saved By The AI Boom, But Every Deal Is Tough

Marvell Technology made some big bets about delivering chip packaging and I/O technologies to the hyperscalers and cloud builders of the world who want to design their own ASICs but who do not have the expertise to get those designs across the finish line into products. …

Marvell Is Saved By The AI Boom, But Every Deal Is Tough was written by Timothy Prickett Morgan at The Next Platform.

Dell Sets Up For A Killer Spike In AI Server Sales

Back in February, Dell, the world’s largest server maker, told Wall Street that it was planning on selling and delivering $15 billion in AI servers in its fiscal 2026, when will end in early November. …

Dell Sets Up For A Killer Spike In AI Server Sales was written by Timothy Prickett Morgan at The Next Platform.

Nvidia Does Not Need China, But It Craves It And That Is Risky

“No.”

That’s probably a word that Jensen Huang, co-founder and chief executive officer of Nvidia, doesn’t hear a lot. …

Nvidia Does Not Need China, But It Craves It And That Is Risky was written by Timothy Prickett Morgan at The Next Platform.

With DPU-Goosed Switches, HPE Tackles VMware, Security – And Maybe HPC And AI

Pendulums are always swinging back and forth in the datacenter, with functions being offloaded from one thing and onloaded to another cheaper thing that is often more flexible or faster. …

With DPU-Goosed Switches, HPE Tackles VMware, Security – And Maybe HPC And AI was written by Timothy Prickett Morgan at The Next Platform.

Why We Need A Data-Centric OS For AI

It is a pretty bold claim for anyone to call themselves the creator of the operating system for AI. …

Why We Need A Data-Centric OS For AI was written by Timothy Prickett Morgan at The Next Platform.