A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. …
HBM Supply Curve Gets Steeper, But Still Can’t Meet Demand was written by Timothy Prickett Morgan at The Next Platform.
Cloudflare's latest transparency report — covering the first half of 2025 — is now live. As part of our commitment to transparency, Cloudflare publishes such reports twice a year, describing how we handle legal requests for customer information and reports of abuse of our services. Although we’ve been publishing these reports for over 10 years, we’ve continued to adapt our transparency reporting and our commitments to reflect Cloudflare’s growth and changes as a company. Most recently, we made changes to the format of our reports to make them even more comprehensive and understandable.
In general, we try to provide updates on our approach or the requests that we receive in the transparency report itself. To that end, we have some notable updates for the first half of 2025. But our transparency report can only go so far in explaining the numbers.
In this blog post, we’ll do a deeper dive on one topic: Cloudflare’s approach to streaming and claims of copyright violations. Given increased access to AI tools and other systems for abuse, bad actors have become increasingly sophisticated in the way they attempt to abuse systems to stream copyrighted content, often incorporating steps to hide their behavior. We’ve Continue reading
They say time goes faster as you get older, and it seems to be true. Another year has (almost) gone by.
Try to disconnect from the crazy pace of the networking world, forget the “vibe coding with AI will make engineers obsolete” stupidities (hint: Fifth Generation Languages and Natural Language Programming were all the rage in the 1980s and 1990s), and focus on your loved ones. I would also like to wish you all the best in 2026!
In the meantime, I’m working on weaning netlab off of a particular automation tool (you can always track the progress on GitHub). Expect the first results in the January netlab release.
For years, platform teams have known what a service mesh can provide: strong workload identity, authorization, mutual TLS authentication and encryption, fine-grained traffic control, and deep observability across distributed systems. In theory, Istio checked all the boxes. In practice though, many teams hit a wall.
Across industries like financial services, media, retail, and SaaS, organizations told a similar story. They wanted mTLS between services to meet regulatory or security requirements. They needed safer deployment capabilities like canary rollouts and traffic splitting. They wanted visibility that went beyond IP addresses.
However, traditional sidecar based meshes came with real costs:
In several cases, teams started down the Istio service mesh path, only to pause or roll back entirely because the ongoing operational complexity was too high. The value of a service mesh was clear, but the service mesh architecture based on sidecars was not sustainable for many production environments.
In many cases, organizations evaluated service meshes with clear goals in mind. They wanted mTLS between services, better control over traffic during deployments, and observability that could keep up. Continue reading
As the Internet centralizes and gets “big,” standards are often being sidelined or consumed. What are the possible results of abandoning standards? Is there anything “normal network engineers” can do about it?
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It has always been funny to us that anyone can acquire control of an open source project. …
Nvidia Nearly Completes Its Control Freakery With Slurm Acquisition was written by Timothy Prickett Morgan at The Next Platform.
AI is changing what “good” looks like in the modern datacenter. …
Building The AI Factory Datacenter was written by Timothy Prickett Morgan at The Next Platform.
When you’re dealing with large amounts of data, it’s helpful to get a quick overview — which is exactly what aggregations provide in SQL. Aggregations, known as “GROUP BY queries”, provide a bird’s eye view, so you can quickly gain insights from vast volumes of data.
That’s why we are excited to announce support for aggregations in R2 SQL, Cloudflare's serverless, distributed, analytics query engine, which is capable of running SQL queries over data stored in R2 Data Catalog. Aggregations will allow users of R2 SQL to spot important trends and changes in the data, generate reports and find anomalies in logs.
This release builds on the already supported filter queries, which are foundational for analytical workloads, and allow users to find needles in haystacks of Apache Parquet files.
In this post, we’ll unpack the utility and quirks of aggregations, and then dive into how we extended R2 SQL to support running such queries over vast amounts of data stored in R2 Data Catalog.
Aggregations, or “GROUP BY queries”, generate a short summary of the underlying data.
A common use case for aggregations is generating reports. Consider a table called “sales”, which contains Continue reading
An alien flying in from space aboard a comet would look down on Earth and see that there is this highly influential and famous software company called Nvidia that just so happens to have a massively complex and ridiculously profitable hardware business running a collection of proprietary and open source software that about three quarters of its approximately 40,000 employees create. …
Nvidia Is The Only AI Model Maker That Can Afford To Give It Away was written by Timothy Prickett Morgan at The Next Platform.
The way that organizations plan, design and run a datacenter was already under pressure. …
Tomorrow’s Datacenter Won’t Be Like Yesterday’s – Here’s Why was written by Timothy Prickett Morgan at The Next Platform.