Timothy Prickett Morgan
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Timothy Prickett Morgan
Why There’s Hard, Cold Cash For Soft, Disaggregated Routing
No matter if you are talking about compute or networking, there are two opposing forces that are constantly at interplay on a field of green money. …
Why There’s Hard, Cold Cash For Soft, Disaggregated Routing was written by Timothy Prickett Morgan at The Next Platform.
The Lay Of The FPGA Financial Land
As one of the four key engines of compute and networking, we like to keep an eye on what is happening with field programmable gate arrays and the SoCs that incorporate them and have a mix of network and CPU and other accelerator circuits increasingly embedded on them. …
The Lay Of The FPGA Financial Land was written by Timothy Prickett Morgan at The Next Platform.
AMD Rides The High Performance Computing Megacycle
Server buyers have longer memories and perhaps deeper disappointment of AMD’s exit from the X86 server processor business than consumers who buy PCs, and a manufacturing constrained Intel has clearly sacrificed some Core PC chip market share to maintain some Xeon SP server market share over the past two years. …
AMD Rides The High Performance Computing Megacycle was written by Timothy Prickett Morgan at The Next Platform.
Nvidia Gets Certifiable About Systems
If the emergence of Nvidia in datacenter compute shows anything, it is the value of controlling the software stack as you come to dominate the compute – and the revenue and profits – in the hardware stack. …
Nvidia Gets Certifiable About Systems was written by Timothy Prickett Morgan at The Next Platform.
After Three Decades, You Can Finally Have A Distributed SQL Database
Without good technology, all the marketing in the world won’t get a company off the ground and keep it in the air, and conversely, without good marketing and sales, all of the technology in the world won’t do it, either. …
After Three Decades, You Can Finally Have A Distributed SQL Database was written by Timothy Prickett Morgan at The Next Platform.
The Horizontal And Vertical Platforms Of Big Blue
At its heart, and until the day it dies, if a corporation ever really dies, International Business Machines will be a platform company, no matter how much it tries to bamboozle itself or Wall Street or Main Street otherwise. …
The Horizontal And Vertical Platforms Of Big Blue was written by Timothy Prickett Morgan at The Next Platform.
Intel’s Datacenter Decline Not As Bad As Expected
Incoming chief executive officer and long-time Intel employee Pat Gelsinger is talking the helm of a chip company that has plenty of issues to sort out, but there is some good news as Intel reports its financial results for the fourth quarter of 2020 and Gelsinger gets ready to take over. …
Intel’s Datacenter Decline Not As Bad As Expected was written by Timothy Prickett Morgan at The Next Platform.
Storage Can’t Be An Afterthought With AI Systems
It is a given that high performance computing systems of any kind are going to need high performance storage to keep them fed. …
Storage Can’t Be An Afterthought With AI Systems was written by Timothy Prickett Morgan at The Next Platform.
What Gelsinger Can Do To Unscrew Intel
A little more than a week ago, Intel announced that Pat Gelsinger, its former chief technology officer and former manager of the predecessor of its Data Center Group as well as the current chief executive officer at server virtualization juggernaut VMware, would be returning to the world’s biggest chip maker to be its CEO and to take on the task of rescuing the company from itself and its competition. …
What Gelsinger Can Do To Unscrew Intel was written by Timothy Prickett Morgan at The Next Platform.
Ampere Steams Ahead With Arm Server Chips
As we pointed out recently, there has been a certain amount of tumult and change in recent months in the Arm server processor space. …
Ampere Steams Ahead With Arm Server Chips was written by Timothy Prickett Morgan at The Next Platform.
Third Time Is The Charm For Nebula Graph Database
One of the great things about the database market is that there are many different kinds of data and the problems that need to be addressed to store, organize, and query that data are also increasing with the speed and amount of data stored. …
Third Time Is The Charm For Nebula Graph Database was written by Timothy Prickett Morgan at The Next Platform.
The Impending AMD Milan Versus Intel Ice Lake Server Showdown
What a strange server CPU world we live in. The dozen or so biggest customers in the world command something on the order of 45 percent of the server CPU shipments, but significantly lower share of the revenue because of the volume discounts they can command, and they not only shape the product rollouts, their opinions can kill off processor SKUs long before we even know about them on announcement day. …
The Impending AMD Milan Versus Intel Ice Lake Server Showdown was written by Timothy Prickett Morgan at The Next Platform.
Datacenter Infrastructure Is Still Only Partly Cloudy
If you want to understand datacenter infrastructure and how the market for wares is changing, it helps to start with an absolute, top-down, all-encompassing view that brings together all server, storage, and switching revenues into a single bucket, eliminating the overlaps that occur when talking about these three different categories separately. …
Datacenter Infrastructure Is Still Only Partly Cloudy was written by Timothy Prickett Morgan at The Next Platform.
Qualcomm Probably Not Pursuing Arm Servers With Nuvia Purchase
Hot on the heels of our overview of the state of the Arm server CPU landscape yesterday, chip maker Qualcomm, which dabbled in Arm server chips a few years back, announced that it was acquiring startup Nuvia for its Arm chips and design team. …
Qualcomm Probably Not Pursuing Arm Servers With Nuvia Purchase was written by Timothy Prickett Morgan at The Next Platform.
Finally, The Right Pilot At The Intel Helm
Running a company of any size is the hardest thing you will ever do. …
Finally, The Right Pilot At The Intel Helm was written by Timothy Prickett Morgan at The Next Platform.
Hope Springs Eternal For Arm Servers
IT organizations are funny creatures, indeed. On the one paw, they are eternally optimistic about the prospects for new technologies, and on the other paw, they are extremely resistant to change because of the economic and technical risks that change requires. …
Hope Springs Eternal For Arm Servers was written by Timothy Prickett Morgan at The Next Platform.
Software Is Eating Every Layer Of The Datacenter
Software may be eating the world, as Marc Andreessen correctly asserted nearly a decade ago, but some parts of the world are crunchier than others and take some time for the hardware to be smashed open and for software to flow in and out of it. …
Software Is Eating Every Layer Of The Datacenter was written by Timothy Prickett Morgan at The Next Platform.
Hybrid Computing Sharpens Its Edge
Computing has become more complex as the digital age has progressed. …
Hybrid Computing Sharpens Its Edge was written by Timothy Prickett Morgan at The Next Platform.
The Tectonic Shift To Virtual Distributed Routing
In the IT sector, there is a constant flow of little changes to hardware and software that culminate in progress. …
The Tectonic Shift To Virtual Distributed Routing was written by Timothy Prickett Morgan at The Next Platform.
The Serendipitous AI System And Cloud Builder
No matter how established any market is, there is always the churning and burning of change happening and there is always an opportunity for new players to carve out a place for themselves in new niches. …
The Serendipitous AI System And Cloud Builder was written by Timothy Prickett Morgan at The Next Platform.