Timothy Prickett Morgan

Author Archives: Timothy Prickett Morgan

The Team That Will Implement Intel’s New Vision

Intel is hosting its Vision 2025 annual event in Las Vegas this week, what we old hands used to call Intel Developer Forum back in the days when the chip maker was taking over more and more of the datacenter and had give the world a relatively inexpensive and uniform substrate on which to build hyperscale infrastructure. …

The Team That Will Implement Intel’s New Vision was written by Timothy Prickett Morgan at The Next Platform.

Nvidia Research: The Real Reason Big Green Commands Big Profits

It is safe to say in 2025 that the best job in the world is the chief executive officer of Nvidia, and that the company’s co-founder, Jensen Huang, has steered the company to great heights as much as fellow co-founders Thomas Watson ever did with International Business Machines, Larry Ellison ever did with Oracle, and Steve Jobs ever did with Apple Computer. …

Nvidia Research: The Real Reason Big Green Commands Big Profits was written by Timothy Prickett Morgan at The Next Platform.

HBM Can Keep Micron Out Of The Next Memory Bust Cycle

An interesting thought experiment to do in 2025 when looking at the financial results of just about any of the key compute, storage, and networking component and system suppliers is to imagine how any given company’s numbers would look if you backed out the AI portions of its business. …

HBM Can Keep Micron Out Of The Next Memory Bust Cycle was written by Timothy Prickett Morgan at The Next Platform.

Why Did SoftBank Just Buy Ampere Computing?

The world is getting stranger, isn’t it? We understand, given the difficulties of selling Arm server chips to hyperscalers and cloud builders that are also designing and manufacturing their own Arm CPUs, why Ampere Computing, the only successful freestanding Arm server CPU supplier to even get its chips into its chosen tech titan customers, would want to be acquired by Japanese conglomerate SoftBank. …

Why Did SoftBank Just Buy Ampere Computing? was written by Timothy Prickett Morgan at The Next Platform.

Nvidia Draws GPU System Roadmap Out To 2028

High tech companies always have roadmaps. Whether or not they show them to the public, they are always showing them to key investors if they are in their early stages, getting ready to sell some shares on Wall Street to make money – literally, going public – or talking to key customers who are interested in buying a platform, not just a point product to solve a problem today. …

Nvidia Draws GPU System Roadmap Out To 2028 was written by Timothy Prickett Morgan at The Next Platform.

Europe Takes Another Whack At Homegrown Compute Engines

With RISC-V International, the body controlling the RISC-V instruction set, located in Switzerland for the past five years, RISC-V now has just as much right to call itself indigenous to Europe as does Arm Ltd, the British chip company that finds itself on the other side of the English Channel after the Brexit break up and that is still around 90 percent owned by Japanese conglomerate SoftBank. …

Europe Takes Another Whack At Homegrown Compute Engines was written by Timothy Prickett Morgan at The Next Platform.

GPU Transitions, Aggressive Server Pricing Squeeze HPE Profits

Dell saw a sequential slump in server sales its most recent quarter as customers were awaiting access to systems using Nvidia’s “Blackwell” GPUs, and rival Hewlett Packard Enterprise had a similar issue when it turns in its first quarter of fiscal 2025, which ended in early February. …

GPU Transitions, Aggressive Server Pricing Squeeze HPE Profits was written by Timothy Prickett Morgan at The Next Platform.

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