Author Archives: Timothy Prickett Morgan
Author Archives: Timothy Prickett Morgan
The jury is still out on a lot of things about this exploding AI market and the re-convergence that it will have with traditional HPC systems for running simulations and models. …
What If Omni-Path Morphs Into The Best Ultra Ethernet? was written by Timothy Prickett Morgan at The Next Platform.
Designing chips and shepherding them through the foundry and package and assembly is a complex and difficult process, and not having these skills at a national level has profound implications for the competitiveness of those nations. …
Ruminations About Europe’s “Alice Recoque” Exascale Supercomputer was written by Timothy Prickett Morgan at The Next Platform.
It has been an invaluable asset for AMD as it re-engaged in the datacenter in the past decade to have Forrest Norrod as the general manager of its datacenter business. …
The Appetite For Datacenter Compute Is Ravenous was written by Timothy Prickett Morgan at The Next Platform.
A rising tide may lift all boats, and that is a good thing these days with any company that has an AI oar in the water. …
Can Marvell Profit As It Tries To Triple Its Business By 2028? was written by Timothy Prickett Morgan at The Next Platform.
Here is something we don’t see much anymore when it comes to AI systems: list prices for the accelerators and the base motherboards that glue a bunch of them together into a shared compute complex. …
Stacking Up Intel Gaudi Against Nvidia GPUs For AI was written by Timothy Prickett Morgan at The Next Platform.
A pattern seems to be emerging across the original equipment manufacturers, or OEMs, who have been largely waiting on the sidelines to get into the generative AI riches story. …
Software And Services For Profits, AI Hardware Is Only Table Stakes was written by Timothy Prickett Morgan at The Next Platform.
It has been more than a decade since Google figured out that it needed to control its own hardware fate when it came to the tensor processing that was going to be required to support machine learning algorithms. …
Lots Of Questions On Google’s “Trillium” TPU v6, A Few Answers was written by Timothy Prickett Morgan at The Next Platform.
Hewlett Packard Enterprise has always been more interested in providing a choice of compute engines compared to Dell, which was the underdog in servers for a long time. …
HPE Is Also Having Trouble Making Money With AI Servers was written by Timothy Prickett Morgan at The Next Platform.
With Intel’s foundry still trying to get caught up with the process and packaging offered by archrival Taiwan Semiconductor Manufacturing Co, Intel’s server CPU product line has to “make do” with what the foundry has and create products that give the right mix of performance and price to compete with CPU rival AMD in the X86 space and the Arm collective that is creating a new CPU tier in the datacenter. …
Intel Brings A Big Fork To A Server CPU Knife Fight was written by Timothy Prickett Morgan at The Next Platform.
Computex, the annual conference in Taiwan to showcase the island nation’s vast technology business, has been transformed into what amounts to a half-time show for the datacenter IT year. …
AMD Previews “Turin” Epyc CPUs, Expands Instinct GPU Roadmap was written by Timothy Prickett Morgan at The Next Platform.
There are many things that are unique about Nvidia at this point in the history of computing, networking, and graphics. …
Nvidia Unfolds GPU, Interconnect Roadmaps Out To 2027 was written by Timothy Prickett Morgan at The Next Platform.
For most of the generative AI revolution thus far, the big original equipment manufacturers, or OEMs, have been sidelined as Nvidia and now AMD have done direct allocations of their GPU compute engines to hyperscalers, cloud builders, and other lighthouse customers. …
How Much Can Dell Profit From The AI Wave? was written by Timothy Prickett Morgan at The Next Platform.
The generative AI revolution is making strange bedfellows, as revolutions and emerging monopolies that capitalize on them, often do. …
Key Hyperscalers And Chip Makers Gang Up On Nvidia’s NVSwitch Interconnect was written by Timothy Prickett Morgan at The Next Platform.
Aside from all of the buzz that optics get in datacenter networking, copper is still king of the short haul. …
With Thor 2, Broadcom Wants To Become The AI Network Adapter was written by Timothy Prickett Morgan at The Next Platform.
For the past five years, since Nvidia acquired InfiniBand and Ethernet switch and network interface card supplier Mellanox, people have been wondering what the split is between compute and networking in the Nvidia datacenter business that has exploded in growth and now represents most of revenue for each quarter. …
Nvidia’s Enormous Financial Success Becomes . . . Normal was written by Timothy Prickett Morgan at The Next Platform.
Two Gordons loom large in the history of computing, and both made observations about the interplay of economics and technology and how they foster progress, which have both been enshrined as laws. …
Gordon Bell: A Giant Of Minicomputers, Unparalleled In Supercomputers was written by Timothy Prickett Morgan at The Next Platform.
Cloud is an attitude as much as it is a consumption model. …
Cloud Revenues Will Bust Through $1 Trillion Before Too Long was written by Timothy Prickett Morgan at The Next Platform.
If you look at the financial results for Cisco Systems over more than a decade, it is hard to tell one year from the other. …
Cisco Starts To See Signs Of Datacenter Spending Recovery was written by Timothy Prickett Morgan at The Next Platform.
If you stare at something for a little bit of time and let your mind wander, you can think of a new way to analyze something that you have looked at a bunch of times. …
Top500 Supers: Nvidia Utterly Dominates Those Shiny New Machines was written by Timothy Prickett Morgan at The Next Platform.
We think that waferscale computing is an interesting and even an inevitable concept for certain kinds of compute and memory. …
One Cerebras Wafer Beats An Exascale Super At Molecular Dynamics was written by Timothy Prickett Morgan at The Next Platform.