Amazon Gears Up To Profit Mightily From The Generative AI Boom

Because they are in the front of the line for acquiring Nvidia datacenter GPUs, the hyperscalers and cloud builders are going to be the ones who benefit mightily from shortages of matrix math engines that can train AI models and run inference against them. …

The post Amazon Gears Up To Profit Mightily From The Generative AI Boom first appeared on The Next Platform.

Amazon Gears Up To Profit Mightily From The Generative AI Boom was written by Timothy Prickett Morgan at The Next Platform.

Intel Is Counting On AI Inference To Save The Xeon CPU

There is little question that generative AI as well as other kinds of machine learning are going to augment applications in every industry and in every part of the application stack in the coming years. …

The post Intel Is Counting On AI Inference To Save The Xeon CPU first appeared on The Next Platform.

Intel Is Counting On AI Inference To Save The Xeon CPU was written by Timothy Prickett Morgan at The Next Platform.

TSMC Makes The Best Of A Tough Chip Situation

If you had to sum up the second half of 2022 and the first half of 2023 from the perspective of the semiconductor industry, it would be that we made too many CPUs for PCs, smartphones, and servers and we didn’t make enough GPUs for the datacenter. …

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TSMC Makes The Best Of A Tough Chip Situation was written by Timothy Prickett Morgan at The Next Platform.

You Don’t Have To Wait For Ultra Ethernet To Goose AI Performance

It is always interesting to us when technologies developed in one sector of the IT market get adapted and cross-pollinate in interesting ways to solve problems in another sector of the IT market. …

The post You Don’t Have To Wait For Ultra Ethernet To Goose AI Performance first appeared on The Next Platform.

You Don’t Have To Wait For Ultra Ethernet To Goose AI Performance was written by Timothy Prickett Morgan at The Next Platform.

How Long Before AI Servers Take Over The Market?

When hyperscalers and cloud builders think about their infrastructure, they talk about megawatts and they think about the mix of serving and storage and the total capacity that is delivered in a megawatt of power. …

The post How Long Before AI Servers Take Over The Market? first appeared on The Next Platform.

How Long Before AI Servers Take Over The Market? was written by Timothy Prickett Morgan at The Next Platform.

Debunking Datacenter Compute Myths, Part Two

Welcome to the second part of our Debunking Datacenter Compute Myths series. …

The post Debunking Datacenter Compute Myths, Part Two first appeared on The Next Platform.

Debunking Datacenter Compute Myths, Part Two was written by Timothy Prickett Morgan at The Next Platform.

Micas Takes On Arista And The Whiteboxes In Datacenter Switching

The rise of the merchant silicon suppliers for datacenter networking and routing, which was spearheaded by Broadcom with chips and Arista Networks with switches, was not a foregone conclusion. …

The post Micas Takes On Arista And The Whiteboxes In Datacenter Switching first appeared on The Next Platform.

Micas Takes On Arista And The Whiteboxes In Datacenter Switching was written by Timothy Prickett Morgan at The Next Platform.

Debunking Datacenter Compute Myths, Part One

There has always been a certain amount of fear, uncertainty, and doubt that IT vendors sow as they try to protect their positions in markets that they participate in. …

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Debunking Datacenter Compute Myths, Part One was written by Timothy Prickett Morgan at The Next Platform.

Everyone Is Chasing What Nvidia Already Has

Transitions in the datacenter take time.

It took Unix servers a decade, from 1985 through 1995, to supplant proprietary minicomputers and a lot of mainframe capacity that would have otherwise been bought. …

The post Everyone Is Chasing What Nvidia Already Has first appeared on The Next Platform.

Everyone Is Chasing What Nvidia Already Has was written by Timothy Prickett Morgan at The Next Platform.

Nvidia Picks Up The Pace For Datacenter Roadmaps

Heaven forbid that we take a few days of downtime. When we were not looking – and forcing ourselves to not look at any IT news because we have other things going on – that is the moment when Nvidia decides to put out a financial presentation that embeds a new product roadmap within it. …

The post Nvidia Picks Up The Pace For Datacenter Roadmaps first appeared on The Next Platform.

Nvidia Picks Up The Pace For Datacenter Roadmaps was written by Timothy Prickett Morgan at The Next Platform.

OpenAI To Join The Custom AI Chip Club?

It would hard to find something that is growing faster than the Nvidia datacenter business, but there is one contender: OpenAI. …

The post OpenAI To Join The Custom AI Chip Club? first appeared on The Next Platform.

OpenAI To Join The Custom AI Chip Club? was written by Timothy Prickett Morgan at The Next Platform.

Details Emerge On Europe’s First Exascale Supercomputer

Some details are emerging on Europe’s first exascale system, codenamed “Jupiter” and to be installed at the Jülich Supercomputing Center in Germany in 2024. …

The post Details Emerge On Europe’s First Exascale Supercomputer first appeared on The Next Platform.

Details Emerge On Europe’s First Exascale Supercomputer was written by Timothy Prickett Morgan at The Next Platform.

Intel To Set Its FPGA Unit Free To Pursue Its Own Path

Maybe Intel chief executive officer Pat Gelsinger has spent too much time at EMC and VMware. …

The post Intel To Set Its FPGA Unit Free To Pursue Its Own Path first appeared on The Next Platform.

Intel To Set Its FPGA Unit Free To Pursue Its Own Path was written by Timothy Prickett Morgan at The Next Platform.

The AI Boom Props Up Datacenter Infrastructure Spending

If there is one thing that is absolutely immune from inflationary curbs and that is, to a certain degree, also contributing to inflationary pressures in the global economy, it is generative AI. …

The post The AI Boom Props Up Datacenter Infrastructure Spending first appeared on The Next Platform.

The AI Boom Props Up Datacenter Infrastructure Spending was written by Timothy Prickett Morgan at The Next Platform.

The First Peeks At The DOE Post-Exascale Supercomputers

Other than Hewlett Packard Enterprise, who wants to build the future NERSC-10 supercomputer at Lawrence Berkeley National Laboratory or the future OLCF-6 system at Oak Ridge National Laboratory? …

The post The First Peeks At The DOE Post-Exascale Supercomputers first appeared on The Next Platform.

The First Peeks At The DOE Post-Exascale Supercomputers was written by Timothy Prickett Morgan at The Next Platform.

Finally: The Roadmap To Profits For Nutanix

One of the reasons why we have been watching Nutanix since it dropped out of stealth mode in August 2011, two years after being founded, because we had a hunch that the upstart maker of a server-storage half-blood than banned the SAN from the datacenter would transform itself into a platform. …

The post Finally: The Roadmap To Profits For Nutanix first appeared on The Next Platform.

Finally: The Roadmap To Profits For Nutanix was written by Timothy Prickett Morgan at The Next Platform.

Supermicro At 30: From Designing AI Chips To Selling AI Systems

There is something about late September. Nvidia was founded 30 years ago on Tuesday this week, Google was founded 25 years ago on Wednesday, and Supermicro was founded 30 years ago today. …

The post Supermicro At 30: From Designing AI Chips To Selling AI Systems first appeared on The Next Platform.

Supermicro At 30: From Designing AI Chips To Selling AI Systems was written by Timothy Prickett Morgan at The Next Platform.

AI Means Re-Architecting The Datacenter Network

There are a lot of pressures on the datacenter network these days just to deal with expanding data and the increasing use of microservices architectures for modern applications. …

The post AI Means Re-Architecting The Datacenter Network first appeared on The Next Platform.

AI Means Re-Architecting The Datacenter Network was written by Timothy Prickett Morgan at The Next Platform.

Meta Platforms Is Determined To Make Ethernet Work For AI

We said it from the beginning: There is no way that Meta Platforms, the originator of the Open Compute Project, wanted to buy a complete supercomputer system from Nvidia in order to advance its AI research and move newer large language models and recommendation engines into production. …

The post Meta Platforms Is Determined To Make Ethernet Work For AI first appeared on The Next Platform.

Meta Platforms Is Determined To Make Ethernet Work For AI was written by Timothy Prickett Morgan at The Next Platform.

The Least Crazy And Least Mean GenAI Model Will Win

It takes big money as well as big ideas to compete in the generative AI space. …

The post The Least Crazy And Least Mean GenAI Model Will Win first appeared on The Next Platform.

The Least Crazy And Least Mean GenAI Model Will Win was written by Timothy Prickett Morgan at The Next Platform.