Picking Apart AMD’s AI Accelerator Forecasts For Fun And Budgets

Given two endpoints and a compound annual growth rate between those two points over a specific amount of time is not as useful as it seems. …

Picking Apart AMD’s AI Accelerator Forecasts For Fun And Budgets was written by Timothy Prickett Morgan at The Next Platform.

AMD Plots Interception Course With Nvidia GPU And System Roadmaps

To a certain extent, Nvidia and AMD are not really selling GPU compute capacity as much as they are reselling just enough HBM memory capacity and bandwidth to barely balance out the HBM memory they can get their hands on, thereby justifying the ever-embiggening amount of compute their GPU complexes get overstuffed with. …

AMD Plots Interception Course With Nvidia GPU And System Roadmaps was written by Timothy Prickett Morgan at The Next Platform.

Peeling The Covers Off Germany’s Exascale “Jupiter” Supercomputer

The newest of the exascale-class supercomputer to be profiled in the Top500 rankings in the June list is the long-awaited “Jupiter” system at Forschungszentrum Jülich facility in Germany. …

Peeling The Covers Off Germany’s Exascale “Jupiter” Supercomputer was written by Timothy Prickett Morgan at The Next Platform.

Top500 Supers: Even Accelerators Can’t Bend Performance Up To The Moore’s Law Line

The International Super Computing 2025 conference is going on this week in Hamburg, Germany and is celebrating its 40^th anniversary. …

Top500 Supers: Even Accelerators Can’t Bend Performance Up To The Moore’s Law Line was written by Timothy Prickett Morgan at The Next Platform.

Broadcom At The Crossroads Between Merchant And Custom Silicon

After three relatively short years of explosive growth thanks to the GenAI boom, AI is driving half of systems revenues worldwide already. …

Broadcom At The Crossroads Between Merchant And Custom Silicon was written by Timothy Prickett Morgan at The Next Platform.

AWS Plunks Down $10 Billion For Datacenters In North Carolina

When you drive around the major metropolitan areas of this great country of ours, and indeed in any most of the developed countries at this point, you see two things. …

AWS Plunks Down $10 Billion For Datacenters In North Carolina was written by Timothy Prickett Morgan at The Next Platform.

HPE Uses AI To Drive The Business, Which Is Increasingly AI

Hewlett Packard Enterprise is going through yet another restructuring to reduce costs, something we have seen a lot of in the past two decades and a half decades since it acquired Compaq to become a volume server peddler as well as high end system supplier for enterprises. …

HPE Uses AI To Drive The Business, Which Is Increasingly AI was written by Timothy Prickett Morgan at The Next Platform.

The AI Datacenter Is Ravenous For 102.4 Tb/sec Ethernet Switch ASICs

While it has always been true that flatter networks and faster networks are possible with every speed bump on the Ethernet roadmap, the scale of networks has kept growing fast enough that the switch ASIC makers and the switch makers have been able to make it up in volume and keep the switch business growing. …

The AI Datacenter Is Ravenous For 102.4 Tb/sec Ethernet Switch ASICs was written by Timothy Prickett Morgan at The Next Platform.

Unlock The Power Of Your Data With BigQuery

SPONSORED POST: When you have got disparate data flowing in from every corner of your business, making sense of it all and making it work harder for you isn’t always easy. …

Unlock The Power Of Your Data With BigQuery was written by Timothy Prickett Morgan at The Next Platform.

Marvell Is Saved By The AI Boom, But Every Deal Is Tough

Marvell Technology made some big bets about delivering chip packaging and I/O technologies to the hyperscalers and cloud builders of the world who want to design their own ASICs but who do not have the expertise to get those designs across the finish line into products. …

Marvell Is Saved By The AI Boom, But Every Deal Is Tough was written by Timothy Prickett Morgan at The Next Platform.

Dell Sets Up For A Killer Spike In AI Server Sales

Back in February, Dell, the world’s largest server maker, told Wall Street that it was planning on selling and delivering $15 billion in AI servers in its fiscal 2026, when will end in early November. …

Dell Sets Up For A Killer Spike In AI Server Sales was written by Timothy Prickett Morgan at The Next Platform.

Nvidia Does Not Need China, But It Craves It And That Is Risky

“No.”

That’s probably a word that Jensen Huang, co-founder and chief executive officer of Nvidia, doesn’t hear a lot. …

Nvidia Does Not Need China, But It Craves It And That Is Risky was written by Timothy Prickett Morgan at The Next Platform.

With DPU-Goosed Switches, HPE Tackles VMware, Security – And Maybe HPC And AI

Pendulums are always swinging back and forth in the datacenter, with functions being offloaded from one thing and onloaded to another cheaper thing that is often more flexible or faster. …

With DPU-Goosed Switches, HPE Tackles VMware, Security – And Maybe HPC And AI was written by Timothy Prickett Morgan at The Next Platform.

Why We Need A Data-Centric OS For AI

It is a pretty bold claim for anyone to call themselves the creator of the operating system for AI. …

Why We Need A Data-Centric OS For AI was written by Timothy Prickett Morgan at The Next Platform.

OpenAI Datacenters Follow The Money To Abu Dhabi

All things being equal, you probably would not build a 5 gigawatt datacenter on Earth in the desert near the equator. …

OpenAI Datacenters Follow The Money To Abu Dhabi was written by Timothy Prickett Morgan at The Next Platform.

Lenovo Breaks Even On Datacenter Hardware, Makes It Up In Services

Here is how you know you are in a tough business: No matter what you do, no matter how hard your people work and how smart they are, no matter that you are riding the wild tiger of AI growth and revenues have grown marvelously, you can’t make any money. …

Lenovo Breaks Even On Datacenter Hardware, Makes It Up In Services was written by Timothy Prickett Morgan at The Next Platform.

Silicon One G200 Finally Drives Cisco’s AI Networking Business

Everybody has been waiting to see the AI spike at Cisco Systems, and it just happened in its most current quarter. …

Silicon One G200 Finally Drives Cisco’s AI Networking Business was written by Timothy Prickett Morgan at The Next Platform.

Nvidia Licenses NVLink Memory Ports To CPU And Accelerator Makers

There are many reasons why Nvidia is the hardware juggernaut of the AI revolution, and one of them, without question, is the NVLink memory sharing port that started out on its “Pascal” P100 GOU accelerators way back in 2016. …

Nvidia Licenses NVLink Memory Ports To CPU And Accelerator Makers was written by Timothy Prickett Morgan at The Next Platform.

How Is Neocloud TensorWave Paying for Its Fairly Large AMD Cluster?

If you are a neocloud – and there seem to be more of these popping up like mushrooms in a moist North Carolina spring in the mountains – then you are going to need a pricing edge and a niche offering to compete with the big clouds and rival neoclouds. …

How Is Neocloud TensorWave Paying for Its Fairly Large AMD Cluster? was written by Timothy Prickett Morgan at The Next Platform.

Pushing AI System Cooling To The Limits Without Immersion

Here is a question for you. What is harder to get right now: 1,665 of Nvidia’s “Blackwell” B200 GPU compute engines or 10 megawatts of power for a four year contract in the Northeast region of the United States? …

Pushing AI System Cooling To The Limits Without Immersion was written by Timothy Prickett Morgan at The Next Platform.