
Author Archives: Timothy Prickett Morgan
Author Archives: Timothy Prickett Morgan
In case you haven’t figured it out yet, if you are not one of the hyperscalers or one of the biggest cloud builders, then you are a second class citizen, or maybe even third class, when it comes to the semiconductors that go into different part of the systems that run your organization. …
Cutting To The Front Of The Server CPU Line was written by Timothy Prickett Morgan at The Next Platform.
A massive buildout of infrastructure is happening within the datacenter walls of at least several of the hyperscalers and large clouds in the world if the financial results of Arista Networks, the upstart switch maker that has been taking on Cisco Systems in the datacenter with machines based on merchant silicon for more than a decade. …
Hyperscalers And Clouds Lift Arista Networks Sky High was written by Timothy Prickett Morgan at The Next Platform.
If you are impatient for not just memory pooling powered by the CXL protocol, but the much more difficult task of memory sharing by servers attached to giant blocks of external memory, you are not alone. …
Mashing Up CXL And Gen-Z For Shared Disaggregated Memory was written by Timothy Prickett Morgan at The Next Platform.
It is the nature of big tech companies with near monopolies to start looking a bit like Rome in its Golden Age – the Pax Romana that held from when Augustus Caesar became emperor in 27 BC until Marcus Aurelius died in 180 AD. …
The Pax Chipzilla Is Over, And Intel Can’t Hold Back The Barbarians was written by Timothy Prickett Morgan at The Next Platform.
If you follow the IT spending forecasts of IDC and Gartner, as we do with each revision, what you will notice is that spending forecasts are constantly changing as economic conditions change. …
Datacenter Is The Hot Spot In IT Spending In 2022 was written by Timothy Prickett Morgan at The Next Platform.
While AI training dims the lights at hyperscalers and cloud builders and costs billions of dollars a year, in the long run, there will be a whole lot more aggregate processing done on AI inference than on AI training. …
The Odious Comparisons Of GPU Inference Performance And Value was written by Timothy Prickett Morgan at The Next Platform.
Speaking in generalities across any aspect of history is always risky, but that is what the job of history is. …
The Ever-Reddening Revenue Streams Of Big Blue was written by Timothy Prickett Morgan at The Next Platform.
Sponsored Post: Analyst firm Gartner believes AI will remain one of the top workloads driving infrastructure decisions through to 2023 as more organizations push pilot projects into the production stage. …
How Do You Meet The Bandwidth Demands Of HPC And AI System Architectures? was written by Timothy Prickett Morgan at The Next Platform.
If there is one thing that is consistently true about HPC clusters for the past thirty years and for AI training systems for the past decade, it is as workloads grow, the network becomes increasingly important – and perhaps as important as packing as much flops in a node as physically and thermally makes sense. …
The Iron That Will Drive AI At Meta Platforms was written by Timothy Prickett Morgan at The Next Platform.
Big Blue was one of the system designers that caught the accelerator bug early and declared rather emphatically that, over the long haul, all kinds of high performance computing would have some sort of acceleration. …
IBM’s AI Accelerator: This Had Better Not Be Just A Science Project was written by Timothy Prickett Morgan at The Next Platform.
The top hyperscalers and clouds are rich enough to build out infrastructure on a global scale and create just about any kind of platform they feel like. …
Oracle Takes The Whole Nvidia AI Stack For Its Cloud was written by Timothy Prickett Morgan at The Next Platform.
As you might expect, we believe in the strength, resilience, and utility of platforms and we carefully watch as companies emerge and try to commercialize them. …
Nutanix For Sale, And The Only Buyer Might Be A Big Cloud was written by Timothy Prickett Morgan at The Next Platform.
Commissioned: Not everybody wants to be Iron Man. But there isn’t an artist or engineer around that doesn’t envy the 3D, immersive design experience that Tony Stark used to invent new equipment and analyze his existing gadgets in the Avenger movies. …
Getting Ahead Of The Game: Inspur’s Machine For Digital Twins And Immersive Experiences was written by Timothy Prickett Morgan at The Next Platform.
Taiwan Semiconductor Manufacturing Co is the world’s largest and most advanced producer of semiconductors, and is therefore a “bellwether” for the semiconductor industry and, in turn therefore, a leading indicator of the entire IT sector that depends so heavily on semiconductors as its key driver. …
TSMC: The Leading Indicator For An Entire Industry was written by Timothy Prickett Morgan at The Next Platform.
It is perplexing to us that the world’s largest distributor of client and server operating systems and also the creator of the Linux-based, open source SONiC network operating system – that would be Microsoft with its Windows and Windows Server franchises – did not see the benefit or the need to commercialize SONiC and lead the open networking revolution. …
After Long Last, A Commercial-Grade SONiC Network Operating System was written by Timothy Prickett Morgan at The Next Platform.
It seems like we have been talking about Google’s TPUv4 machine learning accelerators for a long time, and that is because we have been. …
Deep Dive On Google’s Exascale TPUv4 AI Systems was written by Timothy Prickett Morgan at The Next Platform.
Whenever a process shrink is available to chip designers, there are several different levers they can pull to make a more powerful compute engine. …
Cores, Clocks, And Caches Cranked With Latest NEC Vector Engines was written by Timothy Prickett Morgan at The Next Platform.
Two and a half years into the global coronavirus pandemic we all have upgraded our home IT infrastructure. …
Datacenter Will Be AMD’s Largest – And Most Profitable – Business was written by Timothy Prickett Morgan at The Next Platform.
Predicting the future is hard, even with supercomputers. And maybe specifically when you are talking about predicting the future of supercomputers. …
The Art Of System Design As HPC And AI Applications Diverge was written by Timothy Prickett Morgan at The Next Platform.
If the semiconductor business teaches us anything, it is that volumes matter more than architecture. …
Different GPU Horses For Different Datacenter Courses was written by Timothy Prickett Morgan at The Next Platform.