Timothy Prickett Morgan
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Timothy Prickett Morgan
System Spending Forecast Goes Through The Datacenter Roof
The third quarter earnings season starts this week for the hyperscaler and cloud giants, and it is fortuitous that the economists and IT analysts at Gartner have updated their forecast for IT spending for 2024 and added an jaw-dropping forecast for 2025 and hinted at a brave new world of massive datacenter spending out to 2028. …
System Spending Forecast Goes Through The Datacenter Roof was written by Timothy Prickett Morgan at The Next Platform.
Cerebras Trains Llama Models To Leap Over GPUs
It was only a few months ago when waferscale compute pioneer Cerebras Systems was bragging that a handful of its WSE-3 engines lashed together could run circles around Nvidia GPU instances based on Nvidia’s “Hopper” H100 GPUs when running the open source Llama 3.1 foundation model created by Meta Platforms. …
Cerebras Trains Llama Models To Leap Over GPUs was written by Timothy Prickett Morgan at The Next Platform.
IBM’s Red Hat Acquisition Will Pay For Itself By Early Next Year
Big Blue has reported its financial results for the third quarter of 2024, and the thing that stands out most is not the System z16 mainframes and Power10 midrange and big iron are getting a little long in the tooth ahead of new product cycles expected to start in 2025. …
IBM’s Red Hat Acquisition Will Pay For Itself By Early Next Year was written by Timothy Prickett Morgan at The Next Platform.
The Great Danes Get A Supercomputer For AI And Maybe HPC
To AI or to not AI, that is not even a question in 2024. …
The Great Danes Get A Supercomputer For AI And Maybe HPC was written by Timothy Prickett Morgan at The Next Platform.
The Money Keeps Rolling In For Optical Interconnects
With the bottlenecks between compute engines, their memories, and their networking adapters growing larger with each passing generation of AI machinery, there has never been a more pressing need to shift away from copper and towards optics in datacenter systems. …
The Money Keeps Rolling In For Optical Interconnects was written by Timothy Prickett Morgan at The Next Platform.
Unlocking The Future of AI Infrastructure: Breaking Through Bottlenecks For Profitability And Performance
As the last several years have shown, scaling up AI systems to train larger models with more parameters across more data is a very expensive proposition, and one that has made Nvidia fabulously rich. …
Unlocking The Future of AI Infrastructure: Breaking Through Bottlenecks For Profitability And Performance was written by Timothy Prickett Morgan at The Next Platform.
The World Will Eat $2 Trillion In AI Servers, AI Will Eat The World Right Back
Every time Lisa Su, chief executive officer at AMD, announces a new Instinct GPU accelerator, the addressable market for AI acceleration in the datacenter seems to expand. …
The World Will Eat $2 Trillion In AI Servers, AI Will Eat The World Right Back was written by Timothy Prickett Morgan at The Next Platform.
No Slowdown At TSMC, Thanks To The AI Gold Rush
With a near monopoly on advanced chip manufacturing and packaging, it is no wonder that during the AI boom that the world’s largest foundry is not only making money. …
No Slowdown At TSMC, Thanks To The AI Gold Rush was written by Timothy Prickett Morgan at The Next Platform.
One Laser To Pump Up AI Interconnect Bandwidth By 10X
According to rumors, Nvidia is not expected to deliver optical interconnects for its GPU memory-lashing NVLink protocol until the “Rubin Ultra” GPU compute engine in 2027. …
One Laser To Pump Up AI Interconnect Bandwidth By 10X was written by Timothy Prickett Morgan at The Next Platform.
Intel And AMD Make X Less Of A Variable For X86 Processors
One of the oldest ideas in humanity – and one that may have predated language as we know it – is that the enemy of my enemy is my friend. …
Intel And AMD Make X Less Of A Variable For X86 Processors was written by Timothy Prickett Morgan at The Next Platform.
An Easy Route To AI-Enhanced Productivity
SPONSORED FEATURE: There’s no doubt that generative AI (GenAI) is a revolutionary technology which has the power to fundamentally change the way we all work. …
An Easy Route To AI-Enhanced Productivity was written by Timothy Prickett Morgan at The Next Platform.
AMD Gives Nvidia Some Serious Heat In GPU Compute
If there is any market on Earth that is sorely in need of intense some competition, it is the datacenter GPU market that is driving the AI revolution. …
AMD Gives Nvidia Some Serious Heat In GPU Compute was written by Timothy Prickett Morgan at The Next Platform.
AMD Turns The Screws With “Turin” Server CPUs
If you are looking to upgrade your X86 server fleet – and there is lots of chatter about how many enterprises as well as hyperscalers and cloud builders are in the financial mood to do that – then the good news is that both Intel and AMD have now rolled out the best serial compute engines they have ever fielded. …
AMD Turns The Screws With “Turin” Server CPUs was written by Timothy Prickett Morgan at The Next Platform.
Taiwan’s Fastest AI Supercomputer Goes To Foxconn
Back in the day, when the AI revolution was young, Nvidia co-founder and chief executive officer used to make the rounds with each new generation of datacenter GPUs and provide the first DGX systems based on any particular GPU to marquee customers. …
Taiwan’s Fastest AI Supercomputer Goes To Foxconn was written by Timothy Prickett Morgan at The Next Platform.
The Stepping Stones In America To Exascale And Beyond
To a certain extent, all of the major HPC centers in the world live in the future. …
The Stepping Stones In America To Exascale And Beyond was written by Timothy Prickett Morgan at The Next Platform.
Datacenter Infrastructure Spending Is Up, And Forecasts Are Even Higher
The AI boom is going sonic, and it looks like we had all better cover our ears if we want to be able to hear by the end of the holiday season if the prognostications of the box counters at IDC are correct. …
Datacenter Infrastructure Spending Is Up, And Forecasts Are Even Higher was written by Timothy Prickett Morgan at The Next Platform.
Cerebras Needs Wall Street To Expand Beyond One Core Customer
Waferscale compute engine and AI system maker Cerebras Systems has filed with the US Securities and Exchange Commission to sell a chunk of itself to the public, giving we outsiders a view of the past two and a half years of its internal financials. …
Cerebras Needs Wall Street To Expand Beyond One Core Customer was written by Timothy Prickett Morgan at The Next Platform.
Even As Bandwidth Needs Explode, Ethernet Spending Is In Recession
No one like the R word, but we don’t shy away from data and calling it like we see it. …
Even As Bandwidth Needs Explode, Ethernet Spending Is In Recession was written by Timothy Prickett Morgan at The Next Platform.
Altera Is Being Realistic About FPGA Compute In The Datacenter
Like many a decade ago, we were enthusiastic about the prospect of triple-hybrid systems in the datacenter. …
Altera Is Being Realistic About FPGA Compute In The Datacenter was written by Timothy Prickett Morgan at The Next Platform.
Balancing Innovation And Responsibility With AI
COMMISSIONED: Robust data governance is key to ethical, compliant, and efficient AI projects. …
Balancing Innovation And Responsibility With AI was written by Timothy Prickett Morgan at The Next Platform.