The Next Platform

Hewlett Packard Enterprise is going through yet another restructuring to reduce costs, something we have seen a lot of in the past two decades and a half decades since it acquired Compaq to become a volume server peddler as well as high end system supplier for enterprises. …

HPE Uses AI To Drive The Business, Which Is Increasingly AI was written by Timothy Prickett Morgan at The Next Platform.

While it has always been true that flatter networks and faster networks are possible with every speed bump on the Ethernet roadmap, the scale of networks has kept growing fast enough that the switch ASIC makers and the switch makers have been able to make it up in volume and keep the switch business growing. …

The AI Datacenter Is Ravenous For 102.4 Tb/sec Ethernet Switch ASICs was written by Timothy Prickett Morgan at The Next Platform.

SPONSORED POST: When you have got disparate data flowing in from every corner of your business, making sense of it all and making it work harder for you isn’t always easy. …

Unlock The Power Of Your Data With BigQuery was written by Timothy Prickett Morgan at The Next Platform.

Marvell Technology made some big bets about delivering chip packaging and I/O technologies to the hyperscalers and cloud builders of the world who want to design their own ASICs but who do not have the expertise to get those designs across the finish line into products. …

Marvell Is Saved By The AI Boom, But Every Deal Is Tough was written by Timothy Prickett Morgan at The Next Platform.

Back in February, Dell, the world’s largest server maker, told Wall Street that it was planning on selling and delivering $15 billion in AI servers in its fiscal 2026, when will end in early November. …

Dell Sets Up For A Killer Spike In AI Server Sales was written by Timothy Prickett Morgan at The Next Platform.

“No.”

That’s probably a word that Jensen Huang, co-founder and chief executive officer of Nvidia, doesn’t hear a lot. …

Nvidia Does Not Need China, But It Craves It And That Is Risky was written by Timothy Prickett Morgan at The Next Platform.

Pendulums are always swinging back and forth in the datacenter, with functions being offloaded from one thing and onloaded to another cheaper thing that is often more flexible or faster. …

With DPU-Goosed Switches, HPE Tackles VMware, Security – And Maybe HPC And AI was written by Timothy Prickett Morgan at The Next Platform.

It is a pretty bold claim for anyone to call themselves the creator of the operating system for AI. …

Why We Need A Data-Centric OS For AI was written by Timothy Prickett Morgan at The Next Platform.

Sponsored Post:  The 2025 AI Infra Summit will bring some of the brightest minds in AI and its supporting infrastructure to Santa Clara on September 9-11 this year. …

Reasons to attend the 2025 AI Infra Summit was written by wpengine at The Next Platform.

All things being equal, you probably would not build a 5 gigawatt datacenter on Earth in the desert near the equator. …

OpenAI Datacenters Follow The Money To Abu Dhabi was written by Timothy Prickett Morgan at The Next Platform.

Here is how you know you are in a tough business: No matter what you do, no matter how hard your people work and how smart they are, no matter that you are riding the wild tiger of AI growth and revenues have grown marvelously, you can’t make any money. …

Lenovo Breaks Even On Datacenter Hardware, Makes It Up In Services was written by Timothy Prickett Morgan at 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.