Author Archives: Timothy Prickett Morgan
Author Archives: Timothy Prickett Morgan
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.
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.
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.
Commissioned: The importance of data has never been more salient in this golden age of AI services. …
Your AI Strategy Called: It Wants You To Free The Data was written by Timothy Prickett Morgan at The Next Platform.
Training AI models is expensive, and the world can tolerate that to a certain extent so long as the cost inference for these increasingly complex transformer models can be driven down. …
Stacking Up AMD Versus Nvidia For Llama 3.1 GPU Inference was written by Timothy Prickett Morgan at The Next Platform.
When you are International Business Machines and you do corporate IT deals in 185 countries around the world, political and economic uncertainty is always a problem. …
IBM Lays Its GenAI Foundation With Software And Services was written by Timothy Prickett Morgan at The Next Platform.
SPONSORED POST: The rapid breakout of Artificial Intelligence is driving business opportunities across verticals – but there’s one sector for which AI presents some formidable challenges, and that’s the datacenter industry itself. …
AI Era Datacenters Need AI-Ready Ethernet Switching was written by Timothy Prickett Morgan at The Next Platform.
In today’s dynamic technological environment, service providers such as cloud service providers (CSPs), managed service providers (MSPs), software-as-a-service (SaaS) providers, and enterprise private cloud operators face a myriad of challenges in the modern datacenter. …
Scaling The Datacenter: Five Best Practices For CSPs was written by Timothy Prickett Morgan at The Next Platform.
Taiwan Semiconductor Manufacturing Co already has a de facto monopoly – one that it has earned – when it comes to the manufacturing of datacenter compute engines. …
TSMC Seeks To Make Itself More Indispensable Than It Already Is was written by Timothy Prickett Morgan at The Next Platform.
Back in 2012, when AMD was in the process of backing out of the datacenter CPU business and did not really have its datacenter GPU act together at all, the US Department of Energy exhibited the enlightened self-interest that is a strong foundation of both economics and politics and took a chance and invested in AMD to do research in memory technologies and hybrid CPU-GPU computing at exascale. …
AMD’s Long And Winding Road To The Hybrid CPU-GPU Instinct MI300A was written by Timothy Prickett Morgan at The Next Platform.
Maybe, if you need blazing performance extracting data and chewing on it from a relational database, it belongs in a cloud. …
Oracle Goes Massively Parallel, Low Cost With Exadata Exascale was written by Timothy Prickett Morgan at The Next Platform.
Everybody knows that companies, particularly hyperscalers and cloud builders but now increasingly enterprises hoping to leverage generative AI, are spending giant round bales of money on AI accelerators and related chips to create AI training and inference clusters. …
Ongoing Saga: How Much Money Will Be Spent On AI Chips? was written by Timothy Prickett Morgan at The Next Platform.
There have been rumors that either Arm Ltd or parent company and Japanese conglomerate SoftBank would buy British AI chip and system upstart – it is no longer a startup if it is eight years old – Graphcore for quite some time. …
Can SoftBank Be An AI Supercomputer Player? Will Arm Lend A Hand? was written by Timothy Prickett Morgan at The Next Platform.
The National Institute of Advanced Industrial Science and Technology (AIST) in Japan is going to be installing the third generation of its AI Bridging Cloud Infrastructure 3.0 supercomputer. …
AIST Taps HPE And Nvidia For Next-Gen AI Cloud Machine was written by Timothy Prickett Morgan at The Next Platform.
Partner Content: AI used to feel like a far off possibility – a complex, expensive technology belonging to tech billionaires and giant corporations. …
AI For The Masses Is Already Here was written by Timothy Prickett Morgan at The Next Platform.
You can build a software ecosystem if you have time. But sometimes, you want to speed things up, and then you have to pay to build that ecosystem out. …
AMD Builds Out Its AI Software And Services Stack With Silo AI Buy was written by Timothy Prickett Morgan at The Next Platform.
The decades of Moore’s Law improvements in server CPU performance and economics have trained us all to think that no matter what, we will always see a lower cost per unit of performance with each successive generation of processors. …
AWS Charges A Hefty Premium For Graviton 4 Instances was written by Timothy Prickett Morgan at The Next Platform.
When you have to compile the revenue streams of thousands of major IT hardware, software, and services suppliers into the datacenter, it takes a bit of time to get that data, get it right, and then aggregate it for a datacenter market analysis. …
IDC Boosts Datacenter Compute And Storage Spending Forecast was written by Timothy Prickett Morgan at The Next Platform.
If you don’t like gut-wrenching, hair-raising, white-knuckling boom bust cycles, then do not go into the memory business. …
Micron Gears Up For Its Potential Datacenter Memory Boom was written by Timothy Prickett Morgan at The Next Platform.
There has always been a tension in the datacenter between ever-advancing technology and the practical economic gravity of the company balance sheet. …
The Time Has Come To Upgrade Aging Server Fleets was written by Timothy Prickett Morgan at The Next Platform.