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.
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.
COMMISSIONED: When it comes to enterprise IT infrastructure, metadata is the secret asset most people don’t think about. …
The Metadata Advantage: Unlocking insights And Efficiency In Enterprise IT was written by Timothy Prickett Morgan at The Next Platform.
People – and when we say “people” we mean “Wall Street” as well as individual investors – sometimes have unreasonable expectations. …
Skepticism About AI Use Does Not Yet Negate The Appetite For AI Hardware was written by Timothy Prickett Morgan at The Next Platform.
When we first started The Next Platform a decade ago, there was not really much of a reason to cover the company’s datacenter efforts. …
AMD Moves Up Instinct MI355X Launch As Datacenter Biz Hits Records was written by Timothy Prickett Morgan at The Next Platform.
The only thing that takes longer to bring online slower than a datacenter is a chip foundry, which is unfortunate for a lot of different reasons. …
The Gigabucks Going Into Datacenter Gigawatts was written by Timothy Prickett Morgan at The Next Platform.
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.
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.
COMMISSIONED: The new year has arrived, bringing with it the usual resolutions: get fitter, read more books, maybe finally tackle that ever-growing email backlog. …
New Year, New Data Strategy: How AI And Scalable Storage Shape 2025’s Resolutions was written by Timothy Prickett Morgan at The Next Platform.
It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. …
The Road Ahead For Datacenter Compute Engines: The CPUs was written by Timothy Prickett Morgan at The Next Platform.
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.
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.
Maybe they should have called it DeepFake, or DeepState, or better still Deep Selloff. …
How Did DeepSeek Train Its AI Model On A Lot Less – And Crippled – Hardware? was written by Timothy Prickett Morgan at The Next Platform.
Brad McCredie like engines, and more importantly, he likes to make them go fast. …
Brad McCredie Is The Pedal To AMD’s Datacenter GPU Metal was written by Timothy Prickett Morgan at The Next Platform.
Economic and technical forces have a kind of momentum that keeps them growing even as any new technology goes through its inevitable hype cycle from innovation to inflated expectations to disillusionment to deployment into productivity. …
GenAI Boom: Datacenter Spending Forecast Raised Again was written by Timothy Prickett Morgan at The Next Platform.
COMMISSIONED: Among the many tough decisions IT leaders face is where to best host AI workloads. …
How Enterprise AI Can Ease The Data Gravity Burden was written by Timothy Prickett Morgan at The Next Platform.
The dependency dance between AI pioneer OpenAI and the Microsoft Azure cloud and the application software divisions of its parent company are fascinating to watch. …
OpenAI Declares Its Hardware Independence (Sort Of) With Stargate Project was written by Timothy Prickett Morgan at The Next Platform.
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.
It is not hard to figure out who is in the catbird seat in the semiconductor foundry business. …
TSMC Can’t Be Caught Or Bought, Only Sought Or Stolen was written by Timothy Prickett Morgan at The Next Platform.
AI agents are the latest evolution in the relatively short life span of generative AI, and while some organizations are still trying to figure out how the emerging technology fits in their operations, others are making strides into agentic AI. …
Using NIM Guardrails To Keep Agentic AI From Jumping To Wrong Conclusions was written by Jeffrey Burt at The Next Platform.