Author Archives: Timothy Prickett Morgan
Author Archives: Timothy Prickett Morgan
The only way to accurately predict the future is to live it, but just the same, prognostication is one of the things that we humans love to do. …
Talking AI Costs And Addressable Markets With SambaNova was written by Timothy Prickett Morgan at The Next Platform.
As a founding member of the Ultra Ethernet Consortium, which has the express purpose of making Ethernet as good for AI and HPC clusters as InfiniBand but with the scalability and familiarity of Ethernet, Arista Networks wants to benefit mightily from the AI wave that is coming to enterprise datacenters the world over. …
Arista Networks Conservatively Awaits Its AI Boom was written by Timothy Prickett Morgan at The Next Platform.
We don’t like a mystery and we particularly don’t like it when what is very likely the most powerful supercomputer in the world – at this time anyway – is veiled in secrecy. …
The Mystery Of Tianhe-3, The World’s Fastest Supercomputer, Solved? was written by Timothy Prickett Morgan at The Next Platform.
The only thing stronger than having absolute control, as happens in monopolies and oligopolies, is the strength that comes from numbers. …
Making Dollars And Sense Of Arm Holdings was written by Timothy Prickett Morgan at The Next Platform.
For a market that is so integral to the global economy, it sure is hard to get a complete dataset on quarterly and annual spending on information technology. …
Server And Storage Spending Growth Looks Rosy Out To 2027 was written by Timothy Prickett Morgan at The Next Platform.
In many ways, the “Grace” CG100 server processor created by Nvidia – its first true server CPU and a very useful adjunct for extending the memory space of its “Hopper” GH100 GPU accelerators – was designed perfectly for HPC simulation and modeling workloads. …
Nvidia’s “Grace” Arm CPU Holds Its Own Against X86 For HPC was written by Timothy Prickett Morgan at The Next Platform.
While Amazon Web Services has first mover advantage when it comes to building a compute and storage cloud, it would be a mistake to believe that the division of the world’s largest online retailer can rest on its laurels. …
A Tale Of Three Cloud Builders, All Seeking Dominance was written by Timothy Prickett Morgan at The Next Platform.
If money and time were no object, every workload in every datacenter of the world would have hardware co-designed to optimally run it. …
Cadence Sells Custom GPU Supercomputers To Run New CFD Code was written by Timothy Prickett Morgan at The Next Platform.
It is beginning to look like AMD’s Instinct datacenter GPU accelerator business is going to do a lot better in 2024 than many had expected and that the company’s initial forecasts given back in October anticipated. …
How The “Antares” MI300 GPU Ramp Will Save AMD’s Datacenter Business was written by Timothy Prickett Morgan at The Next Platform.
It was only six months ago when we were talking about how system maker Supermicro was breaking through a $10 billion annual revenue run rate and was setting its sights on a $20 billion target. …
Supermicro Racks Up The AI Servers And Rakes In The Big Bucks was written by Timothy Prickett Morgan at The Next Platform.
The national supercomputing centers in the United States, Europe, and China are not only rich enough to build very powerful machines, but they are rich enough, thanks to their national governments, to underwrite and support multiple and somewhat incompatible architectures to hedge their bets and mitigate their risk. …
With Vista, TACC Now Has Three Paths To Its Future Horizon Supercomputer was written by Timothy Prickett Morgan at The Next Platform.
A few years back, when Intel went up on the rocks with its CPU and GPU designs largely because its chip research and manufacturing did not keep pace with the manufacturing and packaging advances made by foundry rival Taiwan Semiconductor Manufacturing Co, we said that we were rapidly moving towards a world where Intel might have 40 percent of the CPU market, AMD might have 40 percent, and Arm and RISC-V would fight over the remaining 19 percent and 1 percent remaining for other exotic datacenter compute engine chippery. …
The Tough Road Still Ahead For Intel In The Datacenter was written by Timothy Prickett Morgan at The Next Platform.
Some patterns are very hard to break. From the very early days of the systems business as we know it, which started six decades ago, the fourth quarter of the calendar year has been the money maker for companies like IBM, and the second quarter has been a relatively big one for those who could not get their budgets together before the end of the prior year. …
Big Blue Bucks The Datacenter Server Recession was written by Timothy Prickett Morgan at The Next Platform.
The big oil and gas companies of the world were among the earliest and most enthusiastic users of advanced machinery to do HPC simulation and modeling. …
Energy Giant Eni Boosts Its HPC Oomph By An Order Of Magnitude was written by Timothy Prickett Morgan at The Next Platform.
SPONSORED: DevOps has matured to the point in its evolution where its practitioners are often expected to play a full part in helping to make IT operations more agile. …
The Age Of Edge Ops Is Upon Us was written by Timothy Prickett Morgan at The Next Platform.
There is no question that Taiwan Semiconductor Manufacturing Co is one of the best bellwethers of the IT industry. …
TSMC Is A Bellwether For IT, But It Is Not The Weather Of All IT was written by Timothy Prickett Morgan at The Next Platform.
Change may be inevitable, but it is also a pain in the neck. …
IT Spending In 2024 Cools Thanks To “Change Fatigue” was written by Timothy Prickett Morgan at The Next Platform.
Here is how you know that the way chiplets are linked together to create what might have otherwise been a monolithic device is now more important than the way that the chiplets themselves are designed. …
Chip Packaging Trumps EDA: Why Synopsys Is Paying $35 Billion For Ansys was written by Timothy Prickett Morgan at The Next Platform.
COMMISSIONED: Edge security is a growing headache. The attack surface is expanding as more operational functions migrate out of centralized locations and into distributed sites and devices. …
Locking Down The Edge was written by Timothy Prickett Morgan at The Next Platform.
The central tenets of cloud computing, which really ought to be called utility computing, is that you only pay for what you use and that you can turn compute, storage, and networking off when you are not actually using, thus freeing up capacity for those who need it. …
No More Roach Motels For Data In The Clouds was written by Timothy Prickett Morgan at The Next Platform.