If may seem like you are having flashbacks, but you are not. …
Some More Game Theory, This Time On The AMD-Meta Platforms Deal was written by Timothy Prickett Morgan at The Next Platform.
While releasing an update to its InferenceX AI inference benchmark test, formerly known as InferenceMax and thus far only having Nvidia and AMD testing systems using it, the analysts SemiAnalysis declared correctly that thus far only Nvidia, AWS, and Google have created rackscale systems that are deployed today, and that AMD was working on it. …
AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026 was written by Timothy Prickett Morgan at The Next Platform.
It has taken three decades for HPC to move to the cloud, and the truth is that a lot of simulation and modeling applications are still coded to run on CPUs. …
CPU-Only Compute Still Matters To A Lot Of HPC Centers was written by Timothy Prickett Morgan at The Next Platform.
Adding big blocks of SRAM to collections of AI tensor engines, or better still, a waferscale collection of such engines, turbocharges AI inference, as has been shown time and again by AI upstarts Cerebras Systems, SambaNova Systems (which Intel is rumored to have taken a run at late last year), Groq (just eaten by Nvidia for $20 billion), and Graphcore (eaten by SoftBank for $600 million a year and a half ago) as they compare against GPUs from Nvidia and AMD. …
Taalas Etches AI Models Onto Transistors To Rocket Boost Inference was written by Timothy Prickett Morgan at The Next Platform.
When Meta Platforms does a big AI system deal with Nvidia, that usually means that some other open hardware plan that the company had can’t meet an urgent need for compute. …
Some Game Theory On That Nvidia-Meta Platforms Partnership was written by Timothy Prickett Morgan at The Next Platform.
If you want to be in the DRAM and flash memory markets, you had better enjoy rollercoasters. …
AI Eats The World, And Most Of Its Flash Storage was written by Timothy Prickett Morgan at The Next Platform.
$230.70. That’s it.
If you take the $34.6 billion that Arista Networks has made in product revenue since it was founded way back in 2004 by Andy Bechtolsheim, David Cheriton, and Kenneth Duda and divide it by the 150 million cumulative ports that it has shipped (with the product ramp really starting in 2010 after the company dropped out of stealth mode in 2009) This is a remarkable number give the fact that Arista has tended to ship very expensive ports that often cost $1,000 or more without services on top of them. …
The Current AI Networking Wave Will Be A Tsunami Of Money By 2027 was written by Timothy Prickett Morgan at The Next Platform.
It has taken many years for the AI boom to reach the general ledgers and balance sheets of the world’s largest original equipment manufacturers, and one might say that it has taken particularly long for Cisco Systems, the dominant supplier of switching and routing in the enterprise and traditional telco/service provider spaces as well as a respectable systems supplier with over 90,000 customers using its UCS converged server-switch platforms. …
The Memory Crunch Pinches Cisco’s Profits was written by Timothy Prickett Morgan at The Next Platform.