The Next Platform

Everybody has been waiting to see the AI spike at Cisco Systems, and it just happened in its most current quarter. …

Silicon One G200 Finally Drives Cisco’s AI Networking Business was written by Timothy Prickett Morgan at The Next Platform.

For much of the two-plus years since ChatGPT hit the market and kicked off the generative AI frenzy, the market tilted toward well-resourced hyperscalers like Google, Amazon Web Services, and Microsoft as well as Tier 2 cloud service providers, with powerful – and expensive – accelerators and massive large language models like Meta’s Llama with 405 billion parameters. …

Dell Is Determined To Gets Its Piece Of The AI Enterprise Pie was written by Jeffrey Burt at The Next Platform.

There are many reasons why Nvidia is the hardware juggernaut of the AI revolution, and one of them, without question, is the NVLink memory sharing port that started out on its “Pascal” P100 GOU accelerators way back in 2016. …

Nvidia Licenses NVLink Memory Ports To CPU And Accelerator Makers was written by Timothy Prickett Morgan at The Next Platform.

If you are a neocloud – and there seem to be more of these popping up like mushrooms in a moist North Carolina spring in the mountains – then you are going to need a pricing edge and a niche offering to compete with the big clouds and rival neoclouds. …

How Is Neocloud TensorWave Paying for Its Fairly Large AMD Cluster? was written by Timothy Prickett Morgan at The Next Platform.

Here is a question for you. What is harder to get right now: 1,665 of Nvidia’s “Blackwell” B200 GPU compute engines or 10 megawatts of power for a four year contract in the Northeast region of the United States? …

Pushing AI System Cooling To The Limits Without Immersion was written by Timothy Prickett Morgan at The Next Platform.

Partner Content: IT environments today have a passing resemblance to those from 15 or 20 years ago, when enterprise workloads mostly ran on industry standard servers connected through networks and into storage systems that were all contained within the four walls of a datacenter, where performance as the name of the game and was protected by a perimeter of security designed to keep the bad guys out. …

Intel Xeon 6 CPUs Carve Out Their Territory In AI, HPC was written by Timothy Prickett Morgan at The Next Platform.

The oil barons of the Middle East have been trying to diversify out of carbon fuels and into other parts of the global economy for decades, but artificial intelligence may be a game that only hyperscalers, cloud builders, and Middle East sovereign wealth funds can play at the highest levels and maybe, in the long run, only the latter can tilt the AI playing field to their advantage. …

Saudi Arabia Has The Wealth – And Desire – To Become An AI Player was written by Timothy Prickett Morgan at The Next Platform.

The rapid changes Broadcom instituted after buying virtualization stalwart VMware for $61 billion in late 2023 continue to shape the virtualization and cloud spaces, with some enterprises facing significant higher pricing, new licensing plans, and bunding options looking for alternatives, vendors offering them alternatives, and companies rolling out plans to help with the migrations. …

Taking On VMware, HPE Mashes Up VM Essentials With Morpheus Cloud Controller was written by Jeffrey Burt at The Next Platform.

The Armv9 architecture has a lot of technical enhancements to commend it, but as far as Arm Holdings, the creator and licensor of the Arm architecture, is concerned one of the best features of Armv9, which was first unveiled four years ago, is that it comes with a higher royalty fee than prior Armv7 and Armv8 architectures. …

Armv9 Architecture Helps Lift Arm To New Financial Heights was written by Timothy Prickett Morgan at The Next Platform.

There has been no shortage of turmoil in the global economy thanks to war – trade and otherwise – and skirmish and terror of various kinds and severity. …

No “Doom And Gloom” In The First Half For Arista was written by Timothy Prickett Morgan at The Next Platform.

As far as we can tell, the export controls on crippled GPU compute engines announced by the US Department of Commerce back in April have had a disproportionately hard impact on AMD compared to Nvidia, as far as we can tell. …

China Export Controls Whack AMD Datacenter GPU Business was written by Timothy Prickett Morgan at The Next Platform.

Nvidia co-founder and chief executive officer Jensen Huang did not do his OEM and ODM partners, who are the company’s main route to bring the infrastructure underpinning GPU systems to market, any favors when he suggested its “Hopper” GPU platforms would be blown away by their “Blackwell” kickers. …

Supermicro Hiccups On Hopper, Pulls $40 Billion Guidance For Fiscal 2026 was written by Timothy Prickett Morgan at The Next Platform.

For decades, discussions around quantum computing has felt similar to family driving vacations, with someone in the back seat constantly asking “are we there yet?” …

Cisco Pulls Together A Quantum Network Architecture was written by Jeffrey Burt at The Next Platform.

Here is how you know the cloud revolution is not done: Throughout the 77 quarter financial history of Amazon Web Services, which was formally launched in March 2006, there have been so few quarters of sequential revenue decline that you can literally count them on one hand. …

Amazon Says It Can Embiggen AWS Past “Multi-$100 Billion” With AI was written by Timothy Prickett Morgan at The Next Platform.

Wall Street has been looking for some good news, and Microsoft came through with its financial results for the third quarter of its fiscal 2025 as its cloud business – and to be specific, its non-AI cloud business – grew much more strongly than expected. …

AI Steady, Cloud Accelerating Gives Microsoft A Big Datacenter Boost was written by Timothy Prickett Morgan at The Next Platform.

A lot of companies talk about open source, but it can be fairly argued that Meta Platforms, the company that built the largest social network in the world and that has open sourced a ton of infrastructure software as well as datacenter, server, storage, and switch designs, walks the talk the best. …

With Its Llama API Service, Meta Platforms Finally Becomes A Cloud was written by Timothy Prickett Morgan at The Next Platform.

Every business has its patterns, and so it is with Google and its hodgepodge of advertising and cloud computing. …

Google Cloud Revenues And Profits Flattening Out was written by Timothy Prickett Morgan at The Next Platform.

It is a tumultuous time for any agency in the US government or any company or organization that depends on the US government for a sizable portion of its funding or revenue. …

If NSF Snoozes, Then TACC’s “Horizon” Supercomputer Loses was written by Timothy Prickett Morgan at The Next Platform.

Intel’s new chief executive officer, Lip-Bu Tan, has his work cut out for him, just like his predecessor, Pat Gelsinger, did several years ago. …

“No Quick Fixes” As Intel Losses And Restructurings Continue was written by Timothy Prickett Morgan at The Next Platform.

We don’t normally spend a lot of time writing about IBM mainframes, but these big iron systems drive a lot of transactions in the world – transactions flush with demographics and context that will feed into AI models – and will be doing native and integrated AI processing for the applications that push those applications. …

IBM Will Catch A Piece Of The GenAI Wave With Next-Gen Systems was written by Timothy Prickett Morgan at The Next Platform.