Timothy Prickett Morgan

Author Archives: Timothy Prickett Morgan

How Is Neocloud TensorWave Paying for Its Fairly Large AMD Cluster?

If you are a neocloud – and there seem to be more of these popping up like mushrooms in a moist North Carolina spring in the mountains – then you are going to need a pricing edge and a niche offering to compete with the big clouds and rival neoclouds. …

How Is Neocloud TensorWave Paying for Its Fairly Large AMD Cluster? was written by Timothy Prickett Morgan at The Next Platform.

Intel Xeon 6 CPUs Carve Out Their Territory In AI, HPC

IT environments today have a passing resemblance to those from 15 or 20 years ago, when enterprise workloads mostly ran on industry standard servers connected through networks and into storage systems that were all contained within the four walls of a datacenter, where performance as the name of the game and was protected by a perimeter of security designed to keep the bad guys out. …

Intel Xeon 6 CPUs Carve Out Their Territory In AI, HPC was written by Timothy Prickett Morgan at The Next Platform.

Saudi Arabia Has The Wealth – And Desire – To Become An AI Player

The oil barons of the Middle East have been trying to diversify out of carbon fuels and into other parts of the global economy for decades, but artificial intelligence may be a game that only hyperscalers, cloud builders, and Middle East sovereign wealth funds can play at the highest levels and maybe, in the long run, only the latter can tilt the AI playing field to their advantage. …

Saudi Arabia Has The Wealth – And Desire – To Become An AI Player was written by Timothy Prickett Morgan at The Next Platform.

Armv9 Architecture Helps Lift Arm To New Financial Heights

The Armv9 architecture has a lot of technical enhancements to commend it, but as far as Arm Holdings, the creator and licensor of the Arm architecture, is concerned one of the best features of Armv9, which was first unveiled four years ago, is that it comes with a higher royalty fee than prior Armv7 and Armv8 architectures. …

Armv9 Architecture Helps Lift Arm To New Financial Heights was written by Timothy Prickett Morgan at The Next Platform.

Supermicro Hiccups On Hopper, Pulls $40 Billion Guidance For Fiscal 2026

Nvidia co-founder and chief executive officer Jensen Huang did not do his OEM and ODM partners, who are the company’s main route to bring the infrastructure underpinning GPU systems to market, any favors when he suggested its “Hopper” GPU platforms would be blown away by their “Blackwell” kickers. …

Supermicro Hiccups On Hopper, Pulls $40 Billion Guidance For Fiscal 2026 was written by Timothy Prickett Morgan at The Next Platform.

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.

1 2 3 … 85