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Author Archives: Timothy Prickett Morgan
Author Archives: Timothy Prickett Morgan
Ever since Nutanix, the first virtualized server-storage smashup, dropped out of stealth in 2011, we have been watching with great interest to see if this hyperconverged infrastructure would take the world by storm. …
If Hyperconverged Storage Is So Good, Why Is It Not Pervasive And Profitable? was written by Timothy Prickett Morgan at The Next Platform.
UPDATE: One of the reasons why Intel spent $16.7 billion to acquire FPGA maker Altera six years ago was because it was convinced that its onload model — where big parts of the storage and networking stack were running on CPUs — was going to go out of favor and that companies would want to offload this work to network interface cards with lots of their own much cheaper and much more energy efficient processing. …
Intel’s Best DPU Will Be Commercially Available — Someday was written by Timothy Prickett Morgan at The Next Platform.
When money is really no object and the budget negotiations involve taking a small slice of your personal net worth of $7.5 billion out of one pocket and putting it into another, and you have the technical chops to understand the complexities of molecular dynamics and have a personal mission to cure disease, then you can build any damned supercomputer you want. …
The Huge Payoff Of Extreme Co-Design In Molecular Dynamics was written by Timothy Prickett Morgan at The Next Platform.
It is pretty obvious to everyone who watches the IT market that Intel needs an architectural win that leads to a product win in datacenter compute. …
Intel’s “Ponte Vecchio” GPU Better Not Be A Bridge Too Far was written by Timothy Prickett Morgan at The Next Platform.
Everyone knows that machine learning inference is going to be a big deal for commercial applications in the years ahead, but no one is precisely sure how much inference is going to be needed. …
IBM Bets Big On Native Inference With Big Iron was written by Timothy Prickett Morgan at The Next Platform.
When the top brass at Intel say that the “Sapphire Rapids” Xeon SP CPUs and “Ponte Vecchio” Xe HPC GPUs that are coming out early next year represent the “largest architectural shift in over a decade,” they ain’t kidding. …
Intel Finally Gets Chiplet Religion With Server Chips was written by Timothy Prickett Morgan at The Next Platform.
It is hard to imagine how anyone could run Nvidia better than it is being run right now. …
Maybe Nvidia Should Buy VMware Instead Of Intel? was written by Timothy Prickett Morgan at The Next Platform.
Commissioned In just about any situation where you are making capital investments in equipment, you are worried about three things: performance, price/performance, and total cost of ownership. …
Why The MLPerf Benchmark Is Good For AI, And Good For You was written by Timothy Prickett Morgan at The Next Platform.
In this era of hyperscaler and cloud builder titans, their seven of whom account for about half of the IT infrastructure bought in the world, it is important to remember the importance of niches and the vital role that other makers of systems, other sellers of systems, and other renters of systems all play in the IT ecosystem. …
The Challenge – And Opportunity – Of Being A Niche AI Cloud was written by Timothy Prickett Morgan at The Next Platform.
As everybody in the world now knows, there are downsides to just-in-time manufacturing during a global pandemic. …
Despite Supply Chain Woes, Arista Networks Does Record Business was written by Timothy Prickett Morgan at The Next Platform.
Cash used to be king, and now market capitalization is. That’s one of the reasons that the biggest players in the semiconductor arena are snapping up competitors, startups, and suppliers in adjacent chip markets at an increasing pace and with very large bags of “money.” …
Marvell Adds Hyperscale Ethernet With Innovium Acquisition was written by Timothy Prickett Morgan at The Next Platform.
Machine learning inference models have been running on X86 server processors from the very beginning of the latest – and by far the most successful – AI revolution, and the techies that know both hardware and software down to the minutest detail at the hyperscalers, cloud builders, and semiconductor manufacturers have been able to tune the software, jack the hardware, and retune for more than a decade. …
Ampere Computing Buys An AI Inference Performance Leap was written by Timothy Prickett Morgan at The Next Platform.
We read a lot of market data here at The Next Platform, and we do our share of prognosticating and do even more riffing off the prognostications of others. …
Spending On Cloud Outposts Is Climbing The Hockey Stick was written by Timothy Prickett Morgan at The Next Platform.
SPONSORED Sometimes, bad things turn into excellent opportunities that can utterly transform markets. …
AMD 3rd Gen Epyc CPUs Put Intel Xeon SPs On Ice In The Datacenter was written by Timothy Prickett Morgan at The Next Platform.
This is how a competitive chip market is supposed to look, and this is how a competitive chip maker recovers from faults, competes against a seemingly unassailable foe, and then rides up the revenue and income curves to be able to invest in the future and profit from the present. …
AMD Is Finally Trusted In The Datacenter Again was written by Timothy Prickett Morgan at The Next Platform.
Sponsored We all know AI and machine learning rely on vast amounts of data, just as we all know the Internet is largely cat videos and other user-generated content no one ever looks at. …
When It Comes To AI, Flash Is Getting Smaller And Bigger was written by Timothy Prickett Morgan at The Next Platform.
Intel’s Data Center Group has just turned in the third best revenue quarter in its history, just behind the two thirteen-week periods that started off 2020, which was before the coronavirus pandemic had hit and just after it hit and the full effects were not seen as yet. …
It’s All Uphill From Here For Intel’s Datacenter Business was written by Timothy Prickett Morgan at The Next Platform.
SPONSORED If buoyant market figures are anything to go by, most enterprises already have a good grasp of the benefits of adopting hyperconverged infrastructure (HCI). …
Want to make your storage sing? Then make sure it’s built for composability was written by Timothy Prickett Morgan at The Next Platform.
If the HPC and AI markets need anything right now, it is not more compute but rather more memory capacity at a very high bandwidth. …
What Faster And Smarter HBM Memory Means For Systems was written by Timothy Prickett Morgan at The Next Platform.
IBM may not be the biggest provider of systems in terms of the size of its customer base, but of the top 5,000 or so companies worldwide that are not hyperscalers and cloud builders in their own right, Big Blue does have a sizeable share of the system budget. …
IBM Starts Showing A Little Hybrid Vigor was written by Timothy Prickett Morgan at The Next Platform.