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.

China has lots of coal but it does not have a lot of GPUs or other kinds of tensor and vector math accelerators appropriate for HPC and AI. …

The Separate But Equal AI Realms Of China And The US was written by Timothy Prickett Morgan at The Next Platform.

Last year, amid all the talk of the “Blackwell” datacenter GPUs that were launched at last year’s GPU Technicval Conference, Nvidia also introduced the idea of Nvidia Inference Microservices, or NIMs, which are prepackaged enterprise-grade generative AI software stacks that companies can use as virtual copilots to add custom AI software to their own applications. …

Nvidia NeMo Microservices For AI Agents Hits The Market was written by Jeffrey Burt at The Next Platform.

PARTNER CONTENT: “Developers have to build it, right, and their first concern is to make it work,” says CentML chief executive officer Gennady Pekhimenko. …

Freeing Developers From GenAI Deployment Nightmares was written by Timothy Prickett Morgan at The Next Platform.

The semiconductor manufacturing business is absolutely immense. To give the numbers some perspective, in 2024, chip makers generated revenues that were about three quarters of the size of the US defense budget and about two-thirds the size of the social services budget allocated by Congress. …

The Chips Are Definitely Not Down was written by Timothy Prickett Morgan at The Next Platform.

The AI boom has been very, very good to Taiwan Semiconductor Manufacturing Co, which is positioned to do well if Nvidia continues with its hegemony over AI training and inference or if the rebel alliance forms behind AMD or if the hyperscalers and cloud builders dedicate a substantial portion of their capital budgets to etching and packaging homegrown compute engines. …

TSMC: The Second Most Profitable Company In The AI Revolution was written by Timothy Prickett Morgan at The Next Platform.

As part of the pre-briefings ahead of the Google Cloud Next 2025 conference last week and then during the keynote address, the top brass at Google kept comparing a pod of “Ironwood” TPU v7p systems to the “El Capitan” supercomputer at Lawrence Livermore National Laboratory. …

Stacking Up Google’s “Ironwood” TPU Pod To Other AI Supercomputers was written by Timothy Prickett Morgan at The Next Platform.

Making a graphics card for gamers is one thing, but manufacturing a rackscale supercomputer with over 600,000 components that burns 120 kilowatts of power, that has over 5,000 copper cables for an all-to-all interconnect mesh for 72 dual-chip compute engines, and that weighs over 3,000 pounds is another thing entirely. …

Nvidia Sacrifices Profits To Preserve Revenues In The US was written by Timothy Prickett Morgan at The Next Platform.

Beleaguered chip maker Intel has been looking for ways to capitalize on non-core, not large, but profitable parts of its business to raise funds for its ambitious plans to revitalize Intel Foundry and to also invest heavily in the Intel Products group. …

Why Did Silver Lake Buy A Majority Stake In Intel’s Altera FPGA Business? was written by Timothy Prickett Morgan at The Next Platform.

SPONSORED FEATURE: Back before there were AI factories, there were two generations of the AI Bridging Cloud Infrastructure supercomputer, built by the National Institute of Advanced Industrial Science and Technology (AIST) in Japan. …

ABCI Evolves To Meet Japan’s Changing AI Needs was written by Timothy Prickett Morgan at The Next Platform.