Author Archives: Timothy Prickett Morgan
Author Archives: Timothy Prickett Morgan
As we pointed out a year ago when some key silicon experts were hired from Intel and Broadcom to come work for Meta Platforms, the company formerly known as Facebook was always the most obvious place to do custom silicon. …
Meta Platforms Crafts Homegrown AI Inference Chip, AI Training Next was written by Timothy Prickett Morgan at The Next Platform.
The largest clouds will always have to buy X86 processors from Intel or AMD so long as the enterprises of the world – and the governments and educational institutions who also consume a fair number of servers – have X86 applications that are not easily ported to Arm or RISC-V architectures. …
Ampere Gets Out In Front Of X86 With 192-Core “Siryn” AmpereOne was written by Timothy Prickett Morgan at The Next Platform.
At the moment, the most powerful Arm processor on the planet is the 48-core A64FX processor from Fujitsu, which was created as the heavily vectored compute engine for the “Fugaku” supercomputer at RIKEN Lab in Japan. …
India Declares CPU Independence With Aum HPC Processor was written by Timothy Prickett Morgan at The Next Platform.
Here is a question for you. Which is more proprietary? The Nutanix hyperconverged compute, storage, and networking platform or a cloud like Amazon Web Services or Microsoft Azure? …
With Project Beacon, Nutanix Opens Up And Reins In Cloud Infrastructure was written by Timothy Prickett Morgan at The Next Platform.
Artificial intelligence has taken the datacenter by storm, and it is forcing companies to rethink the balance between compute, storage, and networking. …
The Future Of AI Training Demands Optical Interconnects was written by Timothy Prickett Morgan at The Next Platform.
A year ago, at its Google I/O 2022 event, Google revealed to the world that it had eight pods of TPUv4 accelerators, with a combined 32,768 of its fourth generation, homegrown matrix math accelerators, running in a machine learning hub located in its Mayes County, Oklahoma datacenter. …
When Push Comes To Shove, Google Invests Heavily In GPU Compute was written by Timothy Prickett Morgan at The Next Platform.
If you want to get a sense of what companies are really doing with AI infrastructure, and the issues of processing and network capacity, power, and cooling that they are facing, what you need to do is talk to some co-location datacenter providers. …
The Silicon Valley Co-Los Know What’s Really Going On With AI was written by Timothy Prickett Morgan at The Next Platform.
Like many HPC and AI system builders, we are impatient to see what the “Antares” Instinct MI300A hybrid CPU-GPU system on chip from AMD might look like in terms of performance and price. …
AI Hype Will Drive Datacenter GPU Prices Sky High was written by Timothy Prickett Morgan at The Next Platform.
Google is a big company with thousands of researchers and tens of thousands of software engineers, who all hold their own opinions about what AI means to the future of business and the future of their own jobs and ours. …
Missing The Moat With AI was written by Timothy Prickett Morgan at The Next Platform.
When it comes to an economy, you get what we collectively expect. …
AMD Says AI Is The Number One Priority Right Now was written by Timothy Prickett Morgan at The Next Platform.
Back in the dawn of time, which is four decades ago in computer science and which was before technical computing went mainstream with the advent of Unix workstations and their beefy server cousins, the computer science students we knew at college had taught themselves BASIC on either TRS-80s or Commodore VICs and they went to college to learn something useful like COBOL and maybe got a smattering of C and Pascal, or occasionally even RPG, for variety. …
The Skills Gap For Fortran Looms Large In HPC was written by Timothy Prickett Morgan at The Next Platform.
For Arista Networks, the poster-child of hyperscaler and cloud build networking that, more than any other vendor, has championed merchant silicon and Linux as the basis of a modular network operating system, 2022 was a bumper crop year. …
After The 2022 Bump, Arista Is Back To The Grind In 2023 was written by Timothy Prickett Morgan at The Next Platform.
In the absence of hard numbers, we have never been shy about making estimates because educated guesses is all you sometimes have to make a decision or to derive some kind of insight. …
Just How Big Are Nvidia’s Server And Networking Businesses? was written by Timothy Prickett Morgan at The Next Platform.
While not perfectly elastic in the economic sense, where there is a linear relationship between price and volume, we have always contended that the relationship between the price of IT infrastructure and its cost are reasonably elastic. …
Of Course AWS Revenues Are Slowing And Profits Are Pinched was written by Timothy Prickett Morgan at The Next Platform.
Intel can talk all it wants about how it beat its own expectations or those of Wall Street, but the fact remains that the first quarter of 2023 was downright ugly for the chip designer and maker. …
The Beginning Of The Bottom For Intel’s Datacenter Business was written by Timothy Prickett Morgan at The Next Platform.
Variety is not only the spice of life, it is also the way to drive innovation and to mitigate risk. …
Broadcom Takes On InfiniBand With Jericho3-AI Switch Chips was written by Timothy Prickett Morgan at The Next Platform.
Every three years or so, Taiwan Semiconductor Manufacturing Co has a personal recession. …
The Chips Are Down For TSMC, But Not For Long was written by Timothy Prickett Morgan at The Next Platform.
If Big Blue is going to talk the hybrid cloud and AI talk, as it seems to do incessantly, then the company has to walk it. …
IBM Starts Walking The Hybrid Cloud And AI Talking was written by Timothy Prickett Morgan at The Next Platform.
If the HPC community didn’t write the Comprehensive Nuclear Test Ban Treaty of 1996, it would have been necessary to invent it. …
Nuclear Weapons Drove Supercomputing, And May Now Drive It Into The Clouds was written by Timothy Prickett Morgan at The Next Platform.
The National Energy Research Scientific Computing Center at Lawrence Berkeley National Laboratory, one of the key facilities of the US Department of Energy that drives supercomputing innovation and that spends big bucks so at least a few vendors will design and build them, has opened up the bidding on its future NERSC-10 exascale-class supercomputer. …
Berkeley Lab Opens Bidding For Future NERSC-10 Exascale System was written by Timothy Prickett Morgan at The Next Platform.