Nvidia Says “Blackwell” GPU Issues Are Fixed, Ramp Starts In Fiscal Q4

Welcome to the most important earnings call in history, with the weight of the aggregate stock markets of the entire world hanging on what Nvidia says and doesn’t say. …

Nvidia Says “Blackwell” GPU Issues Are Fixed, Ramp Starts In Fiscal Q4 was written by Timothy Prickett Morgan at The Next Platform.

Interview: Post-Earnings Insight With Nvidia CFO Colette Kress

After Wall Street closed the markets for the day and Nvidia reported its financial results for the second quarter of fiscal 2025, we had the opportunity to chat with Colette Kress, chief financial officer of the accelerated computing giant. …

Interview: Post-Earnings Insight With Nvidia CFO Colette Kress was written by Timothy Prickett Morgan at The Next Platform.

IBM Shows Off Next-Gen AI Acceleration, On Chip DPU For Big Iron

Big Blue might be a little late to the AI acceleration game, but it has a captive audience in its System z mainframe and Power Systems servers. …

IBM Shows Off Next-Gen AI Acceleration, On Chip DPU For Big Iron was written by Timothy Prickett Morgan at The Next Platform.

Get Your Data House In Order To Unlock Your Generative AI Strategy

COMMISSIONED  Organizations must consider many things before deploying generative AI services, from choosing models and tech stacks to selecting relevant use cases. …

Get Your Data House In Order To Unlock Your Generative AI Strategy was written by Timothy Prickett Morgan at The Next Platform.

Bechtolsheim Outlines Scaling XPU Performance By 100X By 2028

Effects are multiplicative, not additive, when it comes to increasing compute engine performance. …

Bechtolsheim Outlines Scaling XPU Performance By 100X By 2028 was written by Timothy Prickett Morgan at The Next Platform.

This AI Network Has No Spine – And That’s A Good Thing

When you are designing applications that run across the scale of an entire datacenter and that are comprised of hundreds to thousands of microservices running on countless individual servers and that have to be called within a matter of microseconds to give the illusion of a monolithic application, building fully connected, high bi-section bandwidth Clos networks is a must. …

This AI Network Has No Spine – And That’s A Good Thing was written by Timothy Prickett Morgan at The Next Platform.

When You’re Building The Future, The Past Is No Longer A Guide

A complex world demands complex systems.

Designing and improving new industrial systems, semiconductors, or vehicles, whether earth or space bound, presents massive engineering and manufacturing challenges. …

When You’re Building The Future, The Past Is No Longer A Guide was written by Timothy Prickett Morgan at The Next Platform.

Arista Banks On The AI Network Double Whammy

Current AI training and some AI inference clusters have two networks. …

Arista Banks On The AI Network Double Whammy was written by Timothy Prickett Morgan at The Next Platform.

Supermicro Financials Get Better As The Company Gets Bigger

It’s still Ketchup Week here at The Next Platform, and we are going to be circling back to look at the financials of a number of bellwether datacenter companies that we could not get to during a number of medical crisis – including but not limited to our family catching COVID when we took a week of vacation at a lake in Michigan. …

Supermicro Financials Get Better As The Company Gets Bigger was written by Timothy Prickett Morgan at The Next Platform.

Building Blocks of AI: How Storage Architecture Shapes AI Success

COMMISSIONED  On a bustling factory floor, an advanced AI system orchestrates a symphony of robotic arms, each performing its task with precision. …

Building Blocks of AI: How Storage Architecture Shapes AI Success was written by Timothy Prickett Morgan at The Next Platform.

Why AMD Spent $4.9 Billion To Buy ZT Systems

If AMD is willing and eager to spend $4.9 billion to buy a systems company – that is more than its entire expected haul for sales of datacenter GPUs for 2024 – then you have to figure that acquisition is pretty important. …

Why AMD Spent $4.9 Billion To Buy ZT Systems was written by Timothy Prickett Morgan at The Next Platform.

AI Pervades The Cisco Stack, But Is Only Starting To Drive Sales

Like many other suppliers of hardware and systems software, Cisco Systems is trying to figure out how to make money on the AI revolution. …

AI Pervades The Cisco Stack, But Is Only Starting To Drive Sales was written by Timothy Prickett Morgan at The Next Platform.

Why The UK Should Have Its Own Exascale AI/HPC Machine, And How

We were away on vacation at a lakeside beach in northern Michigan when we caught the news that the UK government was pulling the plug on a plan for an exascale supercomputer to be installed at the EPCC at the University of Edinburgh. …

Why The UK Should Have Its Own Exascale AI/HPC Machine, And How was written by Timothy Prickett Morgan at The Next Platform.

Huawei’s HiSilicon Can Compete With Nvidia GPUs In China

Each time that the United States has figured out that it needed to do export controls on massively parallel compute engines to try to discourage China from buying such gear and building supercomputers with them, it has already been too late to have much of a long term effect on China’s ability to run the advanced HPC simulations and AI training workloads that we were worried would be enabled by such computing oomph. …

Huawei’s HiSilicon Can Compete With Nvidia GPUs In China was written by Timothy Prickett Morgan at The Next Platform.

Mastering The AI Terrain: Why Optimal Storage Is Essential For Competitive Edge

COMMISSIONED  Enterprises adopting AI to stay competitive must tailor AI models to their needs. …

Mastering The AI Terrain: Why Optimal Storage Is Essential For Competitive Edge was written by Timothy Prickett Morgan at The Next Platform.

The Sugar Daddy Boomerang Effect: How AI Investments Puff Up The Clouds

Here’s a question for you: How much of the growth in cloud spending at Microsoft Azure, Amazon Web Services, and Google Cloud in the second quarter came from OpenAI and Anthropic spending money they got as investments out of the treasure chests of Microsoft, Amazon, and Google? …

The Sugar Daddy Boomerang Effect: How AI Investments Puff Up The Clouds was written by Timothy Prickett Morgan at The Next Platform.

The Resurrection Of Intel Will Take More Than Three Days

Intel’s second quarter is pretty much a carbon copy of the first three months of 2024 when it comes to revenues across its newly constituted groups, and with an operating loss that is twice as big. …

The Resurrection Of Intel Will Take More Than Three Days was written by Timothy Prickett Morgan at The Next Platform.

Ampere Arm Server CPUs To Get 512 Cores, AI Accelerator

With all of the hyperscalers and major cloud builders designing their own CPUs and AI accelerators, the heat is on those who sell compute engines to these companies. …

Ampere Arm Server CPUs To Get 512 Cores, AI Accelerator was written by Timothy Prickett Morgan at The Next Platform.

AMD Breaks $1 Billion In Datacenter GPU Sales In Q2

As expected, AMD has once again raised its forecast for sales of its Instinct MI300 series GPUs, and as it has broken through $1 billion in revenues for its “Antares” line of compute engines in the second quarter, it is now expecting to surpass $4.5 billion in sales of these devices for all of 2024. …

AMD Breaks $1 Billion In Datacenter GPU Sales In Q2 was written by Timothy Prickett Morgan at The Next Platform.

So Who Is Building That 100,000 GPU Cluster For xAI?

The companies under the control of Elon Musk – SpaceX, Tesla, xAI, and X (formerly known as Twitter) – all need a hell of a lot of GPUs, and all for their own specific AI or HPC projects. …

So Who Is Building That 100,000 GPU Cluster For xAI? was written by Timothy Prickett Morgan at The Next Platform.