Author Archives: Timothy Prickett Morgan
Author Archives: Timothy Prickett Morgan
We know, as you do, that artificial intelligence is driving a lot of spending at IT organizations and is probably the fundamental driver of spending by the hyperscalers and cloud builders that have, thus far, benefitted most from the machine learning revolution. …
Software Eats The World, And AI Eats Software was written by Timothy Prickett Morgan at The Next Platform.
Marvell has had a large and profitable I/O and networking silicon business for a long time, but with the acquisitions of Inphi in October 2020 and of Innovium in August 2021, the company is building a credible networking stack that can take on Broadcom, Cisco Systems, and Nvidia for the $1.3 billion or so in switch chips sold into the datacenter each year, which is growing at about 15 percent a year to more than $2 billion by 2026. …
Setting The Stage For 1.6T Ethernet, And Driving 800G Now was written by Timothy Prickett Morgan at The Next Platform.
One of the reasons why Intel can even think about entering the GPU compute space is that the IT market, and indeed just about any market we can think of, likes to have at least three competitors. …
Intel Pushes Out Hybrid CPU-GPU Compute Beyond 2025 was written by Timothy Prickett Morgan at The Next Platform.
The central banks of the world, led by the European Central Bank and the US Federal Reserve, want to curb inflation and they are willing to cause a small recession or at least get very close to one to shock us all into controlling the acquisitive habits we developed during the lockdowns of the early years of the coronavirus pandemic. …
Datacenter System Makers Leary But Not Weary was written by Timothy Prickett Morgan at The Next Platform.
The days of the disk drive have been numbered for so long that it is hard to take any prediction of its demise seriously. …
Flash To Kill Disk In The Datacenter – And This Time, For Good was written by Timothy Prickett Morgan at The Next Platform.
Large language models, also known as AI foundation models and part of a broader category of AI transformer models, have been growing at an exponential pace in terms of the number of parameters they can process and the amount of compute and memory bandwidth capacity they require. …
Move Over ChatGPT, Meta Platforms LLaMA Makes Some Drama was written by Timothy Prickett Morgan at The Next Platform.
You know that climate change is a problem when a supercomputer to do short-term prediction of the formation of linear rainbands and the torrential downpours that they cause is 3.4X as powerful as the machines that do the day-to-day weather forecasting in a country. …
Japan Buys Supercomputer Just To Predict Torrential Downpours was written by Timothy Prickett Morgan at The Next Platform.
Online retailing giant Amazon has so many “traveling salesman optimization” NP hard problems is it crazy. …
Amazon Opens Up Solver At The Heart Of Quantum Chip Effort was written by Timothy Prickett Morgan at The Next Platform.
GPU computing platform maker Nvidia announced its financial results for its fiscal fourth quarter ended in January, which showed the same digestion of already acquired capacity by the hyperscalers and cloud builders and the same hesitation to spend by enterprises that other compute engine makers for datacenter computing are also seeing. …
Nvidia To Build DGX Complexes In Clouds To Better Capitalize On Generative AI was written by Timothy Prickett Morgan at The Next Platform.
The increasing cost of goods and services is making everyone a little crazy, and corporate IT departments are not immune from the effects of the dual concerns of rising inflation and the desire by central banks to use interest rates to curb our economic enthusiasm and slow that inflation to a much more sane level. …
Inflation Up, Economy Jittery, And IT Spending Consequentially Slows was written by Timothy Prickett Morgan at The Next Platform.
It took a long, long time to convert the old IBM PC business acquired in 2004 into the dominant supplier of client devices in the world, but Lenovo is nothing but not patient and bypassed HP Inc in 2013 and has had the largest share of the market since that time. …
The Long Patience Of Lenovo Starts Paying Off In The Datacenter was written by Timothy Prickett Morgan at The Next Platform.
By definition, a capability-class supercomputer means buying the best compute, storage, and networking available and getting high performance at just about any cost. …
IBM Builds An AI Supercomputer On The Cheap In Its Cloud was written by Timothy Prickett Morgan at The Next Platform.
Here is an old saw that we bring out of the toolbox every now and then, and we use it just enough so it has never really gotten rusty and it can cut through a lot of crap to make a point: The datacenter, and perhaps all clients, would have been better off if InfiniBand had just become the ubiquitous I/O switched fabric standard it was designed to be back in the late 1990s. …
Luminaries Argue For The Interconnect We Could Have Already Had was written by Timothy Prickett Morgan at The Next Platform.
The hyperscalers and cloud builders are the toughest customers in the IT sector, demanding the highest performance at the lowest price and an ever-improving ratio between the two. …
Meta Platforms Spent Over $1 Billion On Arista Networking In 2022 was written by Timothy Prickett Morgan at The Next Platform.
We have always been convinced, and remain so, that there is no way that the largest organizations in the world will move their computing to one of the big cloud builders. …
Hybrid Cloud Should Benefit You, Not Bezos was written by Timothy Prickett Morgan at The Next Platform.
Anybody who can read a financial report knows they are paying too much for compute, storage, networking, and software at Amazon Web Services. …
The On-Premises Empire Strikes Back At AWS was written by Timothy Prickett Morgan at The Next Platform.
Supermicro has always been an interesting IT supplier for the datacenter, and it is getting more interesting by the year as it continues to grow very fast and has set itself a goal of break $10 billion in annual sales, which would put Supermicro behind only Dell and Hewlett Packard Enterprise, on par with Inspur, and ahead of
Since the advent of the X86 server market thirty years ago, Supermicro has been unique among its server making peers in a number of ways. …
Supermicro Aspires To Be A $10 Billion Server Maker was written by Timothy Prickett Morgan at The Next Platform.
When it comes to operating systems and now CPU instruction sets, there is proprietary, there is licensable and modifiable with a standard base of functionality with room for some originality, and there is true open source. …
The First RISC-V Shot Across The Datacenter Bow was written by Timothy Prickett Morgan at The Next Platform.
Imagine, if you will, how troublesome AMD’s chip business would be at the end of 2022 had it not decided way back in 2015 to re-enter the datacenter with its Epyc processors. …
Datacenter And Xilinx Power Through In Q4 And Beyond For AMD was written by Timothy Prickett Morgan at The Next Platform.
You can’t turn back the hands of time, but if you are lucky enough in business, you can continue to find some modicum of relevance that outlasts your initial success and even adapt to new conditions as they inevitably and often unexpectedly change. …
Systems Turn In A Good Year for Big Blue was written by Timothy Prickett Morgan at The Next Platform.