Micron Is Fashionably Late To The HBM Party, But Not Too Late

Here is what memory bandwidth and a certain amount of capacity is worth in the GenAI revolution. …

Micron Is Fashionably Late To The HBM Party, But Not Too Late was written by Timothy Prickett Morgan at The Next Platform.

Cloud Spending Forecast Trimmed For This Year And Next

The market for cloud infrastructure is now so large that it is very difficult for it to change drastically. …

Cloud Spending Forecast Trimmed For This Year And Next was written by Timothy Prickett Morgan at The Next Platform.

From Black Friday To Christmas Eve: The Data-Driven Holiday Hustle

COMMISSIONED  AI and advanced storage systems ensure a smooth and profitable winter shopping season, so retailers don’t miss a beat during the holiday rush. …

From Black Friday To Christmas Eve: The Data-Driven Holiday Hustle was written by Timothy Prickett Morgan at The Next Platform.

Databricks Is Going To Be The Next Platform For Many Enterprises

The hyperscalers, cloud builders, HPC centers control the design and manufacturing of own AI infrastructure. …

Databricks Is Going To Be The Next Platform For Many Enterprises was written by Timothy Prickett Morgan at The Next Platform.

LRZ Adopts Nvidia Engines For €250 Million “Blue Lion” Supercomputer In 2027

The expansion of the computing capacity in Europe for both traditional HPC simulation as well as AI training and modeling continues apace, with the Leibniz-Rechenzentrum lab in Germany announcing late last week (when we took a day of holiday) that it would be shelling out €250 million – about $262.7 million at current exchange rates – to build a hybrid CPU-GPU cluster based on Nvidia compute engines to tackle both kinds of high performance computing. …

LRZ Adopts Nvidia Engines For €250 Million “Blue Lion” Supercomputer In 2027 was written by Timothy Prickett Morgan at The Next Platform.

How Long Before Broadcom Makes More AI Compute Engines Than Nvidia?

Chip maker and enterprise software player Broadcom announced its financial results for the final quarter of its fiscal 2024 today, which ended on November third, and all we kept thinking about as chief executive officer Hock Tan went over the numbers was the question in the title above. …

How Long Before Broadcom Makes More AI Compute Engines Than Nvidia? was written by Timothy Prickett Morgan at The Next Platform.

From Big Data To Better Healthcare: How Storage Drives AI In Medicine

COMMISSIONED  Imagine this: a patient is rushed into the emergency room, disoriented, unable to speak – signs point to a stroke. …

From Big Data To Better Healthcare: How Storage Drives AI In Medicine was written by Timothy Prickett Morgan at The Next Platform.

Nvidia, AMD, And Intel Help Stuff The Coffers At Ayar Labs

Everybody wants to get rich in AI these days, and if you can’t do it by investing in the compute engine makers or the hyperscalers and cloud builders, then the next best thing to put your money into is probably some form of optical I/O. …

Nvidia, AMD, And Intel Help Stuff The Coffers At Ayar Labs was written by Timothy Prickett Morgan at The Next Platform.

Eviden Mainstreams BXI Interconnect Thanks To Ultra Ethernet And AI Boom

Supercomputer interconnects have not been this exciting in a long time, but the confluence of forces have come together to put high speed, low latency networks at the forefront of systems architecture. …

Eviden Mainstreams BXI Interconnect Thanks To Ultra Ethernet And AI Boom was written by Timothy Prickett Morgan at The Next Platform.

In GPU We Antitrust

With all of this chatter about China looking into possible violations of antitrust law by Nvidia, and regulators in both the United States and the European Union also having done the same, let’s play the “What if?” …

In GPU We Antitrust was written by Timothy Prickett Morgan at The Next Platform.

HPE Walks Away From Risky $700 Million AI Deal

This probably happens more than we know, but sometimes OEMs and ODMs walk away from big deals because something is fishy. …

HPE Walks Away From Risky $700 Million AI Deal was written by Timothy Prickett Morgan at The Next Platform.

The Datacenter Is The Accelerator

There is a fractal nature in modern computing that is only becoming more and more apparent as workloads have long since outstripped the capacity of a single server. …

The Datacenter Is The Accelerator was written by Timothy Prickett Morgan at The Next Platform.

From RAG To Fine-Tuning, Data Management Enriches AI Results

COMMISSIONED: As an IT leader, you know that data management is one of the critical ingredients for cultivating successful AI initiatives. …

From RAG To Fine-Tuning, Data Management Enriches AI Results was written by Timothy Prickett Morgan at The Next Platform.

Marvell Pivots To AI Silicon, Looks Poised To Profit

It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …

Marvell Pivots To AI Silicon, Looks Poised To Profit was written by Timothy Prickett Morgan at The Next Platform.

AWS Reaps The Benefits Of The Custom Silicon It Has Sown

When the hyperscalers and cloud builders were smaller and the Arm collective had failed to storm the datacenter and AMD was not yet on its path to resurgence, it was Intel that controlled the cadence of new compute engine introductions into the datacenter. …

AWS Reaps The Benefits Of The Custom Silicon It Has Sown was written by Timothy Prickett Morgan at The Next Platform.

The Champagne Bottle Of AI Supercomputers

SPONSORED FEATURE  AI is such a unique workload that it warrants its own specialized clouds. …

The Champagne Bottle Of AI Supercomputers was written by Timothy Prickett Morgan at The Next Platform.

With Gelsinger Gone, Who Benefits From An Intel Break Up?

Well, that was surprising.

When we sat down to work this morning, starting out the final month of the 2024 year, we did not think that we would be writing about Pat Gelsinger “retiring” from the company that he loves best and most. …

With Gelsinger Gone, Who Benefits From An Intel Break Up? was written by Timothy Prickett Morgan at The Next Platform.

US Curbs HBM Exports To China – More For The Rest Of Us

Current US president Joe Biden and once and future president Donald Trump do not agree on much. …

US Curbs HBM Exports To China – More For The Rest Of Us was written by Timothy Prickett Morgan at The Next Platform.

Fat Server Spending Props Up Slowing AI Servers At Dell

Just because you are the number one supplier of servers, storage, and PCs in the world does not mean the job of building those machines and making money is easy. …

Fat Server Spending Props Up Slowing AI Servers At Dell was written by Timothy Prickett Morgan at The Next Platform.

HPE Upgrades Supercomputer Lineup Top To Bottom In 2025

If you want to buy an exascale-class supercomputer, or a portion of one so you can scale up, there are not a lot of places to go shopping because there are not a lot of companies who have a balance sheet that is big enough to get all of the parts to build the machines. …

HPE Upgrades Supercomputer Lineup Top To Bottom In 2025 was written by Timothy Prickett Morgan at The Next Platform.