Timothy Prickett Morgan

Author Archives: Timothy Prickett Morgan

Anthropic Raises 285 Million GPU-Hours Equivalent In Series E Funding

Rather than measure the funding rounds and valuations of AI startups building foundation models in US dollars, perhaps we should just convert that right into GPU-hours rented to train models, since this accounts for the vast majority of spending that OpenAI, Anthropic, and a handful of others do in their day to day operations. …

Anthropic Raises 285 Million GPU-Hours Equivalent In Series E Funding was written by Timothy Prickett Morgan at The Next Platform.

Blackwell Is The Fastest Ramping Compute Engine In Nvidia’s History

With the months-long blip in manufacturing that delayed the “Blackwell” B100 and B200 generations of GPUs in the rear view mirror and nerves more calm about the potential threat that the techniques used in the AI models of Chinese startup DeepSeek better understood, Nvidia’s final quarter of its fiscal 2025 and its projections for continuing sequential growth in fiscal 2026 will bring joy to Wall Street. …

Blackwell Is The Fastest Ramping Compute Engine In Nvidia’s History was written by Timothy Prickett Morgan at The Next Platform.

Broadcom Itching To Get PCI-Express 6.0 Into The Field

With a three year cadence between PCI-Express bandwidth increases and a three year span between when a gear shift is first talked about and when its chippery is first put into the field, it is extremely difficult to not be impatient for the next PCI-Express release to get into the field. …

Broadcom Itching To Get PCI-Express 6.0 Into The Field was written by Timothy Prickett Morgan at The Next Platform.

Hell Freezes Over: Cisco And Nvidia Cross-Pollenate AI Networking

UPDATED  Networking giant Cisco Systems and AI platform provider Nvidia have hammered out a deal to mix and match each other’s technologies to create a broader set of AI networking options for their respective and – importantly, prospective – customers. …

Hell Freezes Over: Cisco And Nvidia Cross-Pollenate AI Networking was written by Timothy Prickett Morgan at The Next Platform.

Vast Data Builds Out Data Platform With Block Storage And Kafka Streams

If you are going to be audacious enough to call the thing you are creating Universal Storage, then by definition it has to do everything – meaning support every kind of data format and access protocol, and do so with good performance on all fronts. …

Vast Data Builds Out Data Platform With Block Storage And Kafka Streams was written by Timothy Prickett Morgan at The Next Platform.

Arista Can Ride AI Up Past $10 Billion In 2026

In many ways, Arista Networks still behaves like a startup even though it was founded twenty years ago, rollout out its first products a little more than a decade and a half ago, went public a decade ago, and now as over 10,000 customers and over 100 million Ethernet ports sold that generated a cumulative $32 billion in revenues for hardware, software, and support. …

Arista Can Ride AI Up Past $10 Billion In 2026 was written by Timothy Prickett Morgan at The Next Platform.

Cisco Is The Bellwether Of Enterprise AI Adoption

While the hyperscalers and big cloud builders all are racing as fast as they can to build the biggest – and presumably the best – models, or collections of models, to win the AI race and become the Microsoft or Red Hat of commercial-grade models, the acquisition of AI hardware and envelope pushing on AI model architecture is not indicative of the adoption of AI by enterprises. …

Cisco Is The Bellwether Of Enterprise AI Adoption was written by Timothy Prickett Morgan at The Next Platform.

Intel Datacenter Chief Departs To Run Nokia – Now What?

After only a little more than a year of running Intel’s Data Center and AI group – which is probably about as much fun right now as falling down the stairs – Justin Hotard has departed the chip maker to become the next chief executive officer of Nokia, which interestingly enough has a renewed interest in building cloud networks and making money at that. …

Intel Datacenter Chief Departs To Run Nokia – Now What? was written by Timothy Prickett Morgan at The Next Platform.

Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments

There is a bit of AI spending one-upmanship going on among the hyperscalers and cloud builders – and now the foundation model builders who are partnering with their new sugar daddies to be able to afford to build vast AI accelerator estates to push the state of the art in model capabilities and intelligence. …

Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments was written by Timothy Prickett Morgan at The Next Platform.

How Much Money Does Arm Make In The Datacenter?

As we have been saying for quite some time, when it comes to datacenter CPUs, we think that homegrown Arm processors (as well as those made by independents Ampere Computing and Huawei Technologies) will eventually represent at least half of the computing capacity that the hyperscalers and major cloud builders install. …

How Much Money Does Arm Make In The Datacenter? was written by Timothy Prickett Morgan at The Next Platform.

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