It is a now well-known fact in the datacenters of the world, which are trying to cram ten pounds of power usage into a five pound bit barn bag, that liquid cooling is an absolute necessity for the density of high performance computing systems to be increased to drive down latency between components and therefore drive up performance. …
Microsoft And Corintis Champion Microfluidics Cooling Pioneered By IBM was written by Timothy Prickett Morgan at The Next Platform.
When we try to predict the weather, we use ensembles of the initial conditions on the ground, in the oceans, and throughout the air to create a kind of probabilistic average forecast and then we take ensembles of models, which often have very different answers for extreme weather conditions like hurricanes and typhoons, to get a better sense of what might happen wherever and whenever we are concerned. …
Dicing, Slicing, And Augmenting Gartner’s AI Spending Forecast was written by Timothy Prickett Morgan at The Next Platform.
The United States may not have an indigenous foundry that makes high performance XPU compute engines for AI and HPC applications, but it certainly does have a home-based maker of high performance memory in Micron Technology. …
Micron Humming Along On All Memory Cylinders was written by Timothy Prickett Morgan at The Next Platform.
UPDATED: Watching Nvidia grow over the past two decades, from a gaming and visualization GPU supplier to the behemoth of the modern AI datacenter, has been nothing short of amazing. …
With Enlightened Self-Interest, Nvidia Reshapes The Tech World In Its Own Image was written by Timothy Prickett Morgan at The Next Platform.
As adoption of generative AI, agentic AI, and all other AIs expands around the globe, a focus in the industry can enable nations to more closely use its own infrastructure, workforces, and data to control, create, and deploy AI models. …
Nvidia And Hyperscaler Friends Do Massive AI Deals In The UK was written by Jeffrey Burt at The Next Platform.
If the hyperscalers are masters of anything, it is driving scale up and driving costs down so that a new type of information technology can be cheap enough so it can be widely deployed. …
Google Shows Off Its Inference Scale And Prowess was written by Timothy Prickett Morgan at The Next Platform.
Well, that didn’t take long. In April 2020, Nvidia completed its $6.9 billion acquisition of Mellanox Technologies for its InfiniBand and Ethernet switching, and a little more than five years and a GenAI boom later Nvidia has been crowned the leading revenue generator for Ethernet switching in the datacenter by IDC. …
Nvidia Takes The Commanding Lead In Datacenter Ethernet Switching was written by Timothy Prickett Morgan at The Next Platform.
“If you build it, they will come,” as we all learned from watching Field of Dreams two and a half decades ago. …
Field Of GPUs was written by Timothy Prickett Morgan at The Next Platform.
Once a hyperscaler or a cloud builder gets big enough, it can afford to design custom compute engines that more precisely match its needs. …
Condor Technology To Fly “Cuzco” RISC-V CPU Into The Datacenter was written by Jeffrey Burt at The Next Platform.
Wouldn’t it be funny if Larry Ellison, who has become the elder statesman of the datacenter, had the last laugh on the cloud builders and model builders by beating them at their own game? …
Oracle Cloud Can Be As Big As AWS This Decade was written by Timothy Prickett Morgan at The Next Platform.
It is beginning to look like that the period spanning from the second half of 2026 through the first half of 2027 is going to be a local maximum in spending on XPU-accelerated systems for AI workloads. …
Nvidia Disaggregates Long-Context Inference To Drive Bang For The Buck was written by Timothy Prickett Morgan at The Next Platform.
If AI is to become pervasive, as the model builders and datacenter builders who are investing enormous sums of money are clearly banking on it to be, then it really goes have to be a global phenomenon. …
OpenAI Lays Out The Principles Of Global-Scale Computing was written by Timothy Prickett Morgan at The Next Platform.
Ever since Nvidia reported its most recent financial results, where company co-founder and chief executive officer Jensen Huang said that there would be somewhere between $3 trillion and $4 trillion in spending on AI between now and the end of the decade, we have been on the prowl for any market research that backs up this claim or is its source. …
IDC Makes Ebullient AI Spending Forecast Out To 2029 was written by Timothy Prickett Morgan at The Next Platform.
Broadcom turned in its financial results for its third quarter last night, and all of the tongues in the IT sector are wagging about how the chip maker and enterprise software giant has landed a fourth customer for its burgeoning custom XPU design and shepherding business. …
Broadcom Lands Shepherding Deal For OpenAI “Titan” XPU was written by Timothy Prickett Morgan at The Next Platform.
Sales of GPU-accelerated servers are still hurting margins at Hewlett Packard Enterprise, as they are doing at all OEMs and probably the ODMs, too, but the good news is that they will be hurting less and less as sales of beefier and more profitable general purpose servers are on the rise and as sovereign clouds and neoclouds turn to HPE for iron and pay higher unit prices for gear. …
HPE Systems Rebound As Juniper Brings A Further Boost was written by Timothy Prickett Morgan at The Next Platform.
It has taken nearly two decades and an immense amount of work by millions of people for high performance computing to go mainstream with GenAI. …
Why Is Japan Still Investing In Custom Floating Point Accelerators? was written by Timothy Prickett Morgan at The Next Platform.
There is no question that one of the smartest things that chip designer, packager, and manufacturing process manager Marvell Technology did was to shell out $650 million in May 2019 to buy Avera Semiconductor. …
Marvell’s Custom XPU Pipeline Is A Declaration Of AI Independence was written by Timothy Prickett Morgan at The Next Platform.
For the Linux Foundation, this summer in part has been spent pulling in new projects aimed at building an open architecture around the quickly emerging world of agentic AI, the latest rage in the ever-expanding generative AI universe. …
Linux Foundation Brings Solo.io’s Gateway Into The Agentic AI Fold was written by Jeffrey Burt at The Next Platform.
Every OEM in the world has two choices.
Choice One: Sell the Nvidia AI hardware and software stack and boost the top line while diluting operating income in their systems businesses. …
With AI Boom, Dell’s Datacenter Biz Is Finally Bigger Than Its PC Biz was written by Timothy Prickett Morgan at The Next Platform.
The expectations for GenAI are unreasonably high and the pressure on Nvidia is tectonic. …
Nvidia Sets The Datacenter Growth Bar Very High As Compute Sales Dip was written by Timothy Prickett Morgan at The Next Platform.