It has always been funny to us that anyone can acquire control of an open source project. …
Nvidia Nearly Completes Its Control Freakery With Slurm Acquisition was written by Timothy Prickett Morgan at The Next Platform.
AI is changing what “good” looks like in the modern datacenter. …
Building The AI Factory Datacenter was written by Timothy Prickett Morgan at The Next Platform.
An alien flying in from space aboard a comet would look down on Earth and see that there is this highly influential and famous software company called Nvidia that just so happens to have a massively complex and ridiculously profitable hardware business running a collection of proprietary and open source software that about three quarters of its approximately 40,000 employees create. …
Nvidia Is The Only AI Model Maker That Can Afford To Give It Away was written by Timothy Prickett Morgan at The Next Platform.
The way that organizations plan, design and run a datacenter was already under pressure. …
Tomorrow’s Datacenter Won’t Be Like Yesterday’s – Here’s Why was written by Timothy Prickett Morgan at The Next Platform.
We can all talk until we are blue in the face about how weird it is for so much money to be spent on servers during the GenAI boom, but after reviewing the latest market report from IDC – which is one again but sporadically giving out some stats to the public – we thought that to feel the full impact of this change, we should draw you a picture of the past 26 years of server revenues by quarter so you can take it all in. …
How Sustainable Is This Crazy Server Spending? was written by Timothy Prickett Morgan at The Next Platform.
While there are a lot of different file system and object storage options available for HPC and AI customers, many AI organizations and a lot of traditional HPC simulation and modeling centers choose either the open source Lustre parallel file system or the modern variants of IBM’s General Parallel File System (GPFS), known previously as Spectrum Scale and now known as IBM Storage Scale, as the storage underpinning of their applications. …
What Do You Do When You Want GPFS On The Cloud? was written by Timothy Prickett Morgan at The Next Platform.
We keep seeing the same thing over and over again in the AI racket, and people keep reacting to it like it is a new or surprising idea. …
Everybody But Nvidia And TSMC Has To Make It Up In Volume With AI was written by Timothy Prickett Morgan at The Next Platform.
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? …
Oracle Is Using OpenAI To Build A Platform For The Enterprise was written by Timothy Prickett Morgan at The Next Platform.
We are still mulling over all of the new HPC-AI supercomputer systems that were announced in recent months before and during the SC25 supercomputing conference in St Louis, particularly how the slew of new machines announced by the HPC national labs will be advancing not just the state of the art, but also pushing down the cost of the FP64 floating point operations that still drives a lot of HPC simulation and modeling work. …
Driving HPC Performance Up Is Easier Than Keeping The Spending Constant was written by Timothy Prickett Morgan at The Next Platform.
This year, about 45 percent of the revenues at Big Blue will come from software. …
IBM Broadens Its Enterprise Software Stack With Confluent Buy was written by Timothy Prickett Morgan at The Next Platform.
Updated: We have obtained new information in the wake of publishing our story. …
AWS Graviton5 Strikes A Different Balance For Server CPUs was written by Timothy Prickett Morgan at The Next Platform.
It was only a matter of time before Marvell was going to make another silicon photonics acquisition, and the $2.5 billion sale of its automotive Ethernet business to Infineon for $2.5 billion has given the company this past summer netted out to about half of the $3.25 billion that the company is shelling out to get its hands on Celestial AI, one of the several upstarts that hopes to hook compute engines, memory, and switches together using on-chip optical engines and light pipes. …
With Celestial AI Buy, Marvell Scales Up The Datacenter And Itself was written by Timothy Prickett Morgan at The Next Platform.
The AI model makers of the world have been waiting for more than a year to get their hands on the Trainium3 XPUs, which have been designed explicitly for both training and inference and which present a credible alternative to Nvidia’s “Blackwell” B200 and B300 GPUs as well as Google’s “Trillium” TPU v6e and “Ironwood” TPU v7p accelerators. …
With Trainium4, AWS Will Crank Up Everything But The Clocks was written by Timothy Prickett Morgan at The Next Platform.
In June, after a year and a half of poking and prodding, the US Department of Justice finally gave the OK for the $14 billion acquisition of Juniper Networks by Hewlett Packard Enterprise. …
HPE Gets The Lead Out On Juniper-Aruba Networking Integration was written by Jeffrey Burt at The Next Platform.
With a profitable PC business that has 25 percent of global shipments (thanks in large part to its acquisition of IBM’s PC business two decades ago) plus a respectable smartphone business (by virtue of its Motorola acquisition), the client device business at Lenovo is finally back to where it was during the peak of the coronavirus pandemic and is consistently delivering what are decent profits for this cut-throat part of the IT sector. …
The Road To HPC And AI Profits Is Paved With Good Intentions was written by Timothy Prickett Morgan at The Next Platform.
Nvidia may have cornered the market for the compute engines and networks that link them to train GenAI models, and the company has a very large share of the platforms that do inference, too. …
AI Propels Dell’s Datacenter Top Line – Bottom Line Is A Challenge was written by Timothy Prickett Morgan at The Next Platform.
Japanese tech conglomerate SoftBank announced a $6.5 billion acquisition of Arm server CPU upstart Ampere Computing back in March, and that deal has not yet closed. …
“Polaris” AmpereOne M Arm CPUs Sighted In Oracle A4 Instances was written by Timothy Prickett Morgan at The Next Platform.
If Broadcom says that co-packaged optics is ready for prime time and can compete with other ways of linking switch ASICs to fiber optic cables, then it is very unlikely that Broadcom is wrong. …
The Third Time Will Be The Charm For Broadcom Switch Co-Packaged Optics was written by Timothy Prickett Morgan at The Next Platform.
In the basement of Connecticut’s Beneski Museum of Natural History sit the fossilized footprints of a small, chicken-sized dinosaur. …
How HPC Is Igniting Discoveries In Dinosaur Locomotion – And Beyond was written by Timothy Prickett Morgan at The Next Platform.
The world’s largest and one might argue most important chip foundry is telling Wall Street that its AI-related sales are running ahead of schedule. …
TSMC Is Running Ahead Of Forecasts On AI Growth was written by Timothy Prickett Morgan at The Next Platform.