Timothy Prickett Morgan

Author Archives: Timothy Prickett Morgan

IBM Will Catch A Piece Of The GenAI Wave With Next-Gen Systems

We don’t normally spend a lot of time writing about IBM mainframes, but these big iron systems drive a lot of transactions in the world – transactions flush with demographics and context that will feed into AI models – and will be doing native and integrated AI processing for the applications that push those applications. …

IBM Will Catch A Piece Of The GenAI Wave With Next-Gen Systems was written by Timothy Prickett Morgan at The Next Platform.

TSMC: The Second Most Profitable Company In The AI Revolution

The AI boom has been very, very good to Taiwan Semiconductor Manufacturing Co, which is positioned to do well if Nvidia continues with its hegemony over AI training and inference or if the rebel alliance forms behind AMD or if the hyperscalers and cloud builders dedicate a substantial portion of their capital budgets to etching and packaging homegrown compute engines. …

TSMC: The Second Most Profitable Company In The AI Revolution was written by Timothy Prickett Morgan at The Next Platform.

Stacking Up Google’s “Ironwood” TPU Pod To Other AI Supercomputers

As part of the pre-briefings ahead of the Google Cloud Next 2025 conference last week and then during the keynote address, the top brass at Google kept comparing a pod of “Ironwood” TPU v7p systems to the “El Capitan” supercomputer at Lawrence Livermore National Laboratory. …

Stacking Up Google’s “Ironwood” TPU Pod To Other AI Supercomputers was written by Timothy Prickett Morgan at The Next Platform.

Nvidia Sacrifices Profits To Preserve Revenues In The US

Making a graphics card for gamers is one thing, but manufacturing a rackscale supercomputer with over 600,000 components that burns 120 kilowatts of power, that has over 5,000 copper cables for an all-to-all interconnect mesh for 72 dual-chip compute engines, and that weighs over 3,000 pounds is another thing entirely. …

Nvidia Sacrifices Profits To Preserve Revenues In The US was written by Timothy Prickett Morgan at The Next Platform.

Why Did Silver Lake Buy A Majority Stake In Intel’s Altera FPGA Business?

Beleaguered chip maker Intel has been looking for ways to capitalize on non-core, not large, but profitable parts of its business to raise funds for its ambitious plans to revitalize Intel Foundry and to also invest heavily in the Intel Products group. …

Why Did Silver Lake Buy A Majority Stake In Intel’s Altera FPGA Business? was written by Timothy Prickett Morgan at The Next Platform.

With “Ironwood” TPU, Google Pushes The AI Accelerator To The Floor

If you want to be a leading in supplying AI models and AI applications, as well as AI infrastructure to run it, to the world, it is also helpful to have a business that needs a lot of AI that can underwrite the development of homegrown infrastructure that can be sold side-by-side with the standard in the industry. …

With “Ironwood” TPU, Google Pushes The AI Accelerator To The Floor was written by Timothy Prickett Morgan at The Next Platform.

UALink Fires First GPU Interconnect Salvo At Nvidia NVSwitch

Compute engine makers can do all they want to bring the performance of their devices on par or even reasonably close to that of Nvidia’s various GPU accelerators, but until they have something akin to the NVLink and NVSwitch memory fabric that Nvidia uses to leverage the performance of many GPUs at bandwidths that dwarf PCI-Express switches and latencies that  dwarf Ethernet interconnects, they can never catch up. …

UALink Fires First GPU Interconnect Salvo At Nvidia NVSwitch was written by Timothy Prickett Morgan at The Next Platform.

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.

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