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AMD Plots Interception Course With Nvidia GPU And System Roadmaps

To a certain extent, Nvidia and AMD are not really selling GPU compute capacity as much as they are reselling just enough HBM memory capacity and bandwidth to barely balance out the HBM memory they can get their hands on, thereby justifying the ever-embiggening amount of compute their GPU complexes get overstuffed with.

AMD Plots Interception Course With Nvidia GPU And System Roadmaps was written by Timothy Prickett Morgan at The Next Platform.

It’s Been Three Years, So It’s Time For Another PCI-Express Speed Bump

PCI-SIG, the organization that oversees the roadmap for the critical PCI-Express peripheral attachment specification, is continuing to keep to its three-year drumbeat for releasing the next iteration of the interconnect spec and already has its sights on the one after that, expected to be released in 2028 and appear in devices in 2030 or so.

It’s Been Three Years, So It’s Time For Another PCI-Express Speed Bump was written by Jeffrey Burt at The Next Platform.

Cisco’s Hyperscale And Cloud AI Push Will Give It Enterprise Clout

Much of the business that Cisco Systems and others have been doing in the AI infrastructure field since OpenAI lit the generative AI fuse with ChatGPT in November 2022 has been deploying hardware and software with the hyperscalers, a lucrative business that led company executives to promise to sell as much as $1 billion in back-end network technology by the end of its fiscal year and then to blow past that a quarter early.

Cisco’s Hyperscale And Cloud AI Push Will Give It Enterprise Clout was written by Jeffrey Burt at The Next Platform.

Dell’s Advice To Enterprises: Buy AI, Don’t Try To Build It

Unsurprisingly, the main topic of conversation at the recent Dell Technologies World 2025 event in Las Vegas was AI, and a central theme that wove through many of the messages we heard there was that adopting the emerging technology is much easier now than it was even a year ago.

Dell’s Advice To Enterprises: Buy AI, Don’t Try To Build It was written by Jeffrey Burt at The Next Platform.

HPE Uses AI To Drive The Business, Which Is Increasingly AI

Hewlett Packard Enterprise is going through yet another restructuring to reduce costs, something we have seen a lot of in the past two decades and a half decades since it acquired Compaq to become a volume server peddler as well as high end system supplier for enterprises.

HPE Uses AI To Drive The Business, Which Is Increasingly AI was written by Timothy Prickett Morgan at The Next Platform.

The AI Datacenter Is Ravenous For 102.4 Tb/sec Ethernet Switch ASICs

While it has always been true that flatter networks and faster networks are possible with every speed bump on the Ethernet roadmap, the scale of networks has kept growing fast enough that the switch ASIC makers and the switch makers have been able to make it up in volume and keep the switch business growing.

The AI Datacenter Is Ravenous For 102.4 Tb/sec Ethernet Switch ASICs was written by Timothy Prickett Morgan at The Next Platform.

Marvell Is Saved By The AI Boom, But Every Deal Is Tough

Marvell Technology made some big bets about delivering chip packaging and I/O technologies to the hyperscalers and cloud builders of the world who want to design their own ASICs but who do not have the expertise to get those designs across the finish line into products.

Marvell Is Saved By The AI Boom, But Every Deal Is Tough was written by Timothy Prickett Morgan at The Next Platform.

Lenovo Breaks Even On Datacenter Hardware, Makes It Up In Services

Here is how you know you are in a tough business: No matter what you do, no matter how hard your people work and how smart they are, no matter that you are riding the wild tiger of AI growth and revenues have grown marvelously, you can’t make any money.

Lenovo Breaks Even On Datacenter Hardware, Makes It Up In Services was written by Timothy Prickett Morgan at The Next Platform.

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