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.
If you want to test out an idea in HPC simulation and modeling and see how it affects a broad array of scientific applications, there is probably not a better place than the Texas Advanced Computing Center at the University of Texas. …
TACC Explores Mixed Precision And FP64 Emulation For HPC With Horizon was written by Timothy Prickett Morgan at The Next Platform.
SPONSORED CONTENT Physical AI and robotics are moving from the lab to the real world – and the cost of getting it wrong is no longer theoretical. …
Robotics Will Break AI infrastructure: Here’s What Comes Next was written by Timothy Prickett Morgan at The Next Platform.
Software giant Oracle has a vast installed base of enterprise customers that it has agglomerated over the decades that gives it the cash flow to do many things. …
Oracle’s Financing Primes The OpenAI Pump was written by Timothy Prickett Morgan at The Next Platform.
The market researchers at Gartner have extended their forecast out to 2027 and dropped 2024 from the view since it is now more than a year past. …
Gartner Takes Another Stab At Forecasting AI Spending was written by Timothy Prickett Morgan at The Next Platform.
Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in 2026. …
Microsoft Is More Dependent On OpenAI Than The Converse was written by Timothy Prickett Morgan at The Next Platform.
If you want to know the state of the art in GenAI model development, you watch what the Super 8 hyperscalers and cloud builders are doing and you also keep an eye on the major model builders outside of these companies – mainly, OpenAI, Anthropic, and xAI as well as a few players in China like DeepSeek. …
Big Blue Poised To Peddle Lots Of On Premises GenAI was written by Timothy Prickett Morgan at The Next Platform.
Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to OpenAI as it builds its latest GPT models. …
Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines was written by Timothy Prickett Morgan at The Next Platform.
With the hyperscalers and the cloud builders all working on their own CPU and AI XPU designs, it is no wonder that Nvidia has been championing the neoclouds that can’t afford to try to be everything to everyone – this is the very definition of enterprise computing – and that, frankly, are having trouble coming up with the trillions of dollars to cover the 150 gigawatts to more than 200 gigawatts of datacenter capacity that is estimated to be on the books between 2025 and 2030 for AI workloads. …
Nvidia’s $2 Billion Investment In CoreWeave Is A Drop In A $250 Billion Bucket was written by Timothy Prickett Morgan at The Next Platform.