Timothy Prickett Morgan

Author Archives: Timothy Prickett Morgan

IBM Takes The Patient Path To Future GenAI Profits

While the hyperscalers and cloud builders provide the best indicator of what it takes to create state of the art GenAI models and the infrastructure to train them as well as to put them into production for practical use through an API interface, perhaps IBM is one of the best leading indicators for how GenAI will slowly be adopted by the enterprises of the world within their own organizations.

IBM Takes The Patient Path To Future GenAI Profits was written by Timothy Prickett Morgan at The Next Platform.

Azure Can’t Make Up For On Premise Profit Decline At Microsoft

If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to figure out how to get GPU-accelerated systems, you ought to try to convince the same companies to upgrade to Windows Server 2025, which launched last November.

Azure Can’t Make Up For On Premise Profit Decline At Microsoft was written by Timothy Prickett Morgan at The Next Platform.

HLRS Takes First Steps To Exascale

The University of Stuttgart’s High Performance Computing Center (HLRS) in Germany tapped Hewlett Packard Enterprise back in December 2023 to build a prototype hybrid CPU-GPU supercomputer nicknamed “Hunter” to pave the way towards an exascale-class machine it is budgeting to have installed in 2027 called “Herder.”

HLRS Takes First Steps To Exascale was written by Timothy Prickett Morgan at The Next Platform.

Ethernet Switching Still In Recession Thanks To AI Shift

The original design manufacturers, or ODMs, as well as the portions of the original equipment manufacturers, or OEMs, that act like ODMs in that they create custom machines for hyperscalers and cloud builders and sell that at high volume and low margin, have long since taken over the server market.

Ethernet Switching Still In Recession Thanks To AI Shift was written by Timothy Prickett Morgan at The Next Platform.

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