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.
For years, Oracle has found itself solidly in the second tier of cloud providers, well behind the top three of Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which combined account for more than 60 percent of global cloud infrastructure services market. …
Ellison: Oracle Is Leveraging All Of Its Advantages To Build A Different Cloud was written by Jeffrey Burt at The Next Platform.
It is Oracle OpenWorld CloudWorld AI World this week, so we expect a lot of AI infrastructure announcements from Big Red, with AI being the biggest new workload to hit the enterprise in decades. …
Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks was written by Timothy Prickett Morgan at The Next Platform.
“Platformization” eventually comes to every high-profile IT space as the number of tools and amount of complexity increases. …
Google Rolls Up Gemini And AI Tools Into An Enterprise Platform was written by Jeffrey Burt at The Next Platform.
If it seems like OpenAI is shaking up the IT market every other day or so, that is because that is precisely what it is doing. …
Broadcom Goes Wide With AI Systems And Takes On The ODMs was written by Timothy Prickett Morgan at The Next Platform.
Big Blue may have missed the boat on being one of the big AI model builders, but its IBM Research division has built its own enterprise-grade family of models and its server and research divisions have plenty of experience building accelerators and supercomputers. …
IBM Ships Homegrown “Spyre” Accelerators, Embraces Anthropic For AI Push was written by Timothy Prickett Morgan at The Next Platform.
Wide area networks and datacenter interconnects, or DCIs, as we have known them for the past decade or so are nowhere beefy enough or fast enough to take on the job of scaling AI training workloads across multiple datacenters. …
Cisco Takes On Broadcom, Nvidia For Fat AI Datacenter Interconnects was written by Timothy Prickett Morgan at The Next Platform.
It is one thing for the market researchers of the world to make prognostications about hardware, software, and services spending relating to the GenAI boom. …
Dell Says It Can Finally Make Some Big Money On GenAI was written by Timothy Prickett Morgan at The Next Platform.
In early 2024, we all had been wondering how OpenAI was going to pay for its $100 billion Stargate datacenter infrastructure project it was rumored to be planning with Microsoft. …
Did AMD Use ChatGPT To Come Up With Its OpenAI Partnership Deal? was written by Timothy Prickett Morgan at The Next Platform.
Of all of the hyperscalers and cloud builders, Meta Platforms has always been the one that we expected to design and have manufactured its own CPU and XPU accelerator compute engines. …
Meta Buys Rivos To Accelerate Compute Engine Engineering was written by Timothy Prickett Morgan at The Next Platform.
What does Cerebras Systems, the first successful waferscale computing commercializer and a contender in the race to provide compute for the world’s burgeoning AI inference workload, do for an encore? …
What Is Cerebras Going To Do With That $1.1 Billion In New Funding? was written by Timothy Prickett Morgan at The Next Platform.
Back at the end of July, we had a discussion with CPU maker AMD and the topic of conversation was hybrid cloud. …
Arm Says Neoverse Is A More Universal Compute Substrate Than X86 was written by Timothy Prickett Morgan at The Next Platform.