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.
It does not happen very often in the history of business that an orthogonal product is invented that almost immediately doubles the revenue pool of a market and has the prospect of tripling it over the next handful of years. …
Only A Few AI Platforms Can Survive was written by Timothy Prickett Morgan at The Next Platform.
AI projects don’t fail because models don’t work or GPUs lack performance. …
Attending GTC? Join Us For An Exclusive Roundtable Dinner On AI Data Platforms was written by Atul Chaudhary at The Next Platform.
In the modern AI datacenter – really, a data galaxy at this point because AI processing needs have broken well beyond the bounds of a single datacenter or even multiple datacenters in a region in a few extreme cases – has two pinch points in the network. …
Cisco Doubles Up The Switch Bandwidth To Take On AI Scale Up And Scale Out was written by Timothy Prickett Morgan at The Next Platform.
The NVIDIA GTC conference has a reputation for delivering announcements that reshape industry roadmaps. …
The Greatest AI Show On Earth was written by David Gordon at The Next Platform.
This is turning into a “dog bites man” story, but the forecasts for spending in the datacenter for this year keep going up and up, and a few days ago Gartner’s economists and prognosticators finished up their tea and looked at the leaves at the common of a cup through a polished crystal ball and predicted that datacenter spending this year would go up. …
Datacenter Spending Forecast Revised Upwards – Yet Again was written by Timothy Prickett Morgan at The Next Platform.
Like Google and Meta Platforms, Amazon knows exactly how to infuse AI into its business operations such as online retail, transportation, advertising, and even the Amazon Web Services cloud. …
The Twin Engine Strategy That Propels AWS Is Working Well was written by Timothy Prickett Morgan at The Next Platform.
Here is how we know computing could eventually be a peer to energy, transportation, sustenance, and healthcare as a basic infrastructure need – and will be a bigger part of our lives in the future, if the hyperscalers and cloud builders have their way: The front loading of enormous capital expenses. …
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear was written by Timothy Prickett Morgan at The Next Platform.
Pent up demand for MI308 GPUs in China, which AMD has been trying to get a license to sell since early last year, were approved so that $360 million in Instinct GPU sales that were not officially part of the pipeline made their way onto the AMD books in Q4 2025. …
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter was written by Timothy Prickett Morgan at The Next Platform.
During his more than two decades with Nvidia, Rev Lebaredian has had a ringside seat to the show that has been the evolution of modern AI, from the introduction of the AlexNet deep convolutional neural network that made waves by drastically lowering the error rate at the 2012 ImageNet challenge to the introduction of generative AI and now agentic AI, where systems can create AI assistance to help with knowledge work. …
Dassault And Nvidia Bring Industrial World Models To Physical AI was written by Jeffrey Burt at The Next Platform.