The world is getting stranger, isn’t it? We understand, given the difficulties of selling Arm server chips to hyperscalers and cloud builders that are also designing and manufacturing their own Arm CPUs, why Ampere Computing, the only successful freestanding Arm server CPU supplier to even get its chips into its chosen tech titan customers, would want to be acquired by Japanese conglomerate SoftBank. …
Why Did SoftBank Just Buy Ampere Computing? was written by Timothy Prickett Morgan at The Next Platform.
If you are going to be the full-stack, hardware-to-software-to-developer tools leader in the brave new world of AI, as Nvidia most certainly is, then you have to be able to adapt to the myriad environments that the emerging technology is threading itself through. …
Nvidia Turns Its AI Eye To The Enterprise was written by Jeffrey Burt at The Next Platform.
High tech companies always have roadmaps. Whether or not they show them to the public, they are always showing them to key investors if they are in their early stages, getting ready to sell some shares on Wall Street to make money – literally, going public – or talking to key customers who are interested in buying a platform, not just a point product to solve a problem today. …
Nvidia Draws GPU System Roadmap Out To 2028 was written by Timothy Prickett Morgan at The Next Platform.
When it comes to networking, the rules around here at The Next Platform are simple. …
Nvidia Weaves Silicon Photonics Into InfiniBand And Ethernet was written by Timothy Prickett Morgan at The Next Platform.
The IT infrastructure market is undergoing its own kind of climate change thanks to the overheating of the market due to the GenAI boom. …
AI Infrastructure Spending: Is The Boom Chemical Or Nuclear? was written by Timothy Prickett Morgan at The Next Platform.
In his letter to Intel employees, new chief executive officer Lip-Bu Tan, who starts his new job next Tuesday, tells them that he is “never deterred by challenges.” …
Lip-Bu Tan: Intel’s New – And Maybe Last – CEO was written by Timothy Prickett Morgan at The Next Platform.
Oracle’s cloud may be been in the running to be the host of a massive AI training system for Elon Musk’s xAI startup, with a purported $10 billion in rentals at stake. …
Oracle Has Some Big Advantages To Mainstream AI was written by Timothy Prickett Morgan at The Next Platform.
Wouldn’t it be funny if all of that money that Microsoft spent last year paying neocloud upstart CoreWeave was just to support ever-embiggening AI training workloads at OpenAI as it makes its GPT models smarter? …
What A Tangled OpenAI Web We CoreWeave was written by Timothy Prickett Morgan at The Next Platform.
SPONSORED FEATURE: As an industry, financial services is accustomed to big numbers. …
Data Deluge Pushes Financial Services Deeper Into AI was written by Timothy Prickett Morgan at The Next Platform.
With RISC-V International, the body controlling the RISC-V instruction set, located in Switzerland for the past five years, RISC-V now has just as much right to call itself indigenous to Europe as does Arm Ltd, the British chip company that finds itself on the other side of the English Channel after the Brexit break up and that is still around 90 percent owned by Japanese conglomerate SoftBank. …
Europe Takes Another Whack At Homegrown Compute Engines was written by Timothy Prickett Morgan at The Next Platform.
Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably dominant – share of AI inference. …
Broadcom And Marvell Ride The Compute Engine Independence Wave was written by Timothy Prickett Morgan at The Next Platform.
Dell saw a sequential slump in server sales its most recent quarter as customers were awaiting access to systems using Nvidia’s “Blackwell” GPUs, and rival Hewlett Packard Enterprise had a similar issue when it turns in its first quarter of fiscal 2025, which ended in early February. …
GPU Transitions, Aggressive Server Pricing Squeeze HPE Profits was written by Timothy Prickett Morgan at The Next Platform.
CoreWeave, the upstart GPU cluster datacenter operator that was formerly a relatively small cryptocurrency miner based in Roseland, New Jersey has filed its S-1 form with the US Securities and Exchange Commission to do an initial public offering. …
CoreWeave’s 250,000-Strong GPU Fleet Undercuts The Big Clouds was written by Timothy Prickett Morgan at The Next Platform.
All presidents of these United States have the bully pulpit from which to lecture the American people and, for the past century, the rest of the world about how the global economy and culture should work. …
Why TSMC Did A $100 Billion Deal With Trump On US Chip Manufacturing was written by Timothy Prickett Morgan at The Next Platform.
Rather than measure the funding rounds and valuations of AI startups building foundation models in US dollars, perhaps we should just convert that right into GPU-hours rented to train models, since this accounts for the vast majority of spending that OpenAI, Anthropic, and a handful of others do in their day to day operations. …
Anthropic Raises 285 Million GPU-Hours Equivalent In Series E Funding was written by Timothy Prickett Morgan at The Next Platform.
For as long as we can remember, the high performance computing business was one where it has been difficult for the manufacturers that build systems to make a buck. …
The Only Thing Worse Than Selling AI Servers Is Not Selling Them was written by Timothy Prickett Morgan at The Next Platform.
In a scene from the movie Gladiator, Roman emperor Marcus Aurelius, worried about the fragility of his empire, tells his general, Maximus: “There was once a dream that was Rome. …
AWS Cat Qubits Make Quantum Error Correction Effective, Affordable was written by Jeffrey Burt at The Next Platform.
With the months-long blip in manufacturing that delayed the “Blackwell” B100 and B200 generations of GPUs in the rear view mirror and nerves more calm about the potential threat that the techniques used in the AI models of Chinese startup DeepSeek better understood, Nvidia’s final quarter of its fiscal 2025 and its projections for continuing sequential growth in fiscal 2026 will bring joy to Wall Street. …
Blackwell Is The Fastest Ramping Compute Engine In Nvidia’s History was written by Timothy Prickett Morgan at The Next Platform.
With a three year cadence between PCI-Express bandwidth increases and a three year span between when a gear shift is first talked about and when its chippery is first put into the field, it is extremely difficult to not be impatient for the next PCI-Express release to get into the field. …
Broadcom Itching To Get PCI-Express 6.0 Into The Field was written by Timothy Prickett Morgan at The Next Platform.
UPDATED Networking giant Cisco Systems and AI platform provider Nvidia have hammered out a deal to mix and match each other’s technologies to create a broader set of AI networking options for their respective and – importantly, prospective – customers. …
Hell Freezes Over: Cisco And Nvidia Cross-Pollenate AI Networking was written by Timothy Prickett Morgan at The Next Platform.