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Category Archives for "The Next Platform"

GPU Transitions, Aggressive Server Pricing Squeeze HPE Profits

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.

Anthropic Raises 285 Million GPU-Hours Equivalent In Series E Funding

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.

Blackwell Is The Fastest Ramping Compute Engine In Nvidia’s History

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.

Broadcom Itching To Get PCI-Express 6.0 Into The Field

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.

Hell Freezes Over: Cisco And Nvidia Cross-Pollenate AI Networking

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.

Vast Data Builds Out Data Platform With Block Storage And Kafka Streams

If you are going to be audacious enough to call the thing you are creating Universal Storage, then by definition it has to do everything – meaning support every kind of data format and access protocol, and do so with good performance on all fronts.

Vast Data Builds Out Data Platform With Block Storage And Kafka Streams was written by Timothy Prickett Morgan at The Next Platform.

Arista Can Ride AI Up Past $10 Billion In 2026

In many ways, Arista Networks still behaves like a startup even though it was founded twenty years ago, rollout out its first products a little more than a decade and a half ago, went public a decade ago, and now as over 10,000 customers and over 100 million Ethernet ports sold that generated a cumulative $32 billion in revenues for hardware, software, and support.

Arista Can Ride AI Up Past $10 Billion In 2026 was written by Timothy Prickett Morgan at The Next Platform.