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Category Archives for "The Next Platform"

Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments

There is a bit of AI spending one-upmanship going on among the hyperscalers and cloud builders – and now the foundation model builders who are partnering with their new sugar daddies to be able to afford to build vast AI accelerator estates to push the state of the art in model capabilities and intelligence.

Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments was written by Timothy Prickett Morgan at The Next Platform.

How Much Money Does Arm Make In The Datacenter?

As we have been saying for quite some time, when it comes to datacenter CPUs, we think that homegrown Arm processors (as well as those made by independents Ampere Computing and Huawei Technologies) will eventually represent at least half of the computing capacity that the hyperscalers and major cloud builders install.

How Much Money Does Arm Make In The Datacenter? was written by Timothy Prickett Morgan at The Next Platform.

Intel Pushes Out “Clearwater Forest” Xeon 7, Sidelines “Falcon Shores” Accelerator

If Intel hopes to survive the next few years as a freestanding company and return to its role as innovator, it can not afford to waste its time and it cannot afford to make any more mistakes.

Intel Pushes Out “Clearwater Forest” Xeon 7, Sidelines “Falcon Shores” Accelerator was written by Timothy Prickett Morgan at The Next Platform.

IBM Takes The Patient Path To Future GenAI Profits

While the hyperscalers and cloud builders provide the best indicator of what it takes to create state of the art GenAI models and the infrastructure to train them as well as to put them into production for practical use through an API interface, perhaps IBM is one of the best leading indicators for how GenAI will slowly be adopted by the enterprises of the world within their own organizations.

IBM Takes The Patient Path To Future GenAI Profits was written by Timothy Prickett Morgan at The Next Platform.

Azure Can’t Make Up For On Premise Profit Decline At Microsoft

If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to figure out how to get GPU-accelerated systems, you ought to try to convince the same companies to upgrade to Windows Server 2025, which launched last November.

Azure Can’t Make Up For On Premise Profit Decline At Microsoft was written by Timothy Prickett Morgan at The Next Platform.

The Coming Age Of The Internet Of Agents

Almost a year ago, executives, researchers, and developers within the Outshift group of Cisco Systems – an incubation unit focused on such advanced technologies as AI and quantum computing – began batting about the idea of a network infrastructure connecting vast numbers of AI agents from multiple vendors or organizations, allowing those AI agents to automatically communicate, work together, and solve complex problems for enterprises.

The Coming Age Of The Internet Of Agents was written by Jeffrey Burt at The Next Platform.

HLRS Takes First Steps To Exascale

The University of Stuttgart’s High Performance Computing Center (HLRS) in Germany tapped Hewlett Packard Enterprise back in December 2023 to build a prototype hybrid CPU-GPU supercomputer nicknamed “Hunter” to pave the way towards an exascale-class machine it is budgeting to have installed in 2027 called “Herder.”

HLRS Takes First Steps To Exascale was written by Timothy Prickett Morgan at The Next Platform.