The Next Platform

One only need look at the incredible revenues and profits of the datacenter business at Nvidia to know that the world’s biggest compute customers – the hyperscalers, the cloud builders, and now the biggest model builders – need to bend the price/performance curve to boost their own profits. …

AWS “Bullish” On Homegrown Trainium AI Accelerators was written by Timothy Prickett Morgan at The Next Platform.

Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 billion for Azure infrastructure, Microsoft has reported that it has a revenue backlog dominated by its Azure cloud that stood at $392 billion as the first quarter of its fiscal 2026 year ended in September. …

Microsoft: Getting Margins From AI Means Sometimes Saying No was written by Timothy Prickett Morgan at The Next Platform.

Here is a funny number to chew on. Sometime in the early part of 2026, if current trends persist, Google will have a spending rate on servers that is in excess of the inflation adjusted spending levels set by the entire world in the wake of the Dot Com bust. …

Google Spends More On Servers Than The Whole World Used To was written by Timothy Prickett Morgan at The Next Platform.

Nvidia co-founder and chief executive officer Jensen Huang paced the stage at the company’s GTC Washington DC event dressed in his standard black leather jacket over a black T-shirt, with black pants and black sneakers, but the messages he delivered during his keynote was decidedly red, white, and blue. …

As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue was written by Jeffrey Burt at The Next Platform.

Qualcomm had datacenter envy back when Intel ruled the bit barns of the world, and now it has it even worse now that Nvidia has shown how AI processing can utterly transform the finances of a chip maker. …

How Qualcomm Can Compete With Nvidia For Datacenter AI Inference was written by Timothy Prickett Morgan at The Next Platform.

Hewlett Packard Enterprise PE has a long history in supercomputing, with efforts like its Apollo family of systems aimed at data-intensive workloads like HPC, data analytics, and storage, and its $275 million acquisition in 2016 of SGI to help expand its presence in HPC. …

Oak Ridge “Discovery” Supercomputer Spearheads New HPE Cray GX5000 Design was written by Jeffrey Burt at The Next Platform.

Back in early September, the prognosticators at IDC put out an ebullient but simple AI spending forecast going out to 2029, and Gartner followed suit with a much more detailed AI spending forecast, which we augmented and expanded with the help of the market researcher a few weeks later. …

Gartner Radically Raises Datacenter Spending Forecasts was written by Timothy Prickett Morgan at The Next Platform.

Technical debt is a real thing, as any IT manager, programmer, system administrator or SRE, or end user will tell you. …

Fixing Intel Foundry Is Like Stopping Tripping Down The Stairs was written by Timothy Prickett Morgan at The Next Platform.

It has taken a lot of dreaming and even more engineering, but the many promises of silicon photonics are starting to make their way into real products in the datacenter. …

Engineering CPO Is Easy – Scaling It For AI Will Take An Ecosystem was written by Timothy Prickett Morgan at The Next Platform.

Over the next few years, Big Blue may not build the biggest AI business in the world by any stretch of the imagination, but we do have confidence that it will build a collection of AI products and services that are among the most profitable. …

IBM Is Playing A Very Long AI Game With Its Customers was written by Timothy Prickett Morgan at The Next Platform.

It has taken eight years and $303 million in seed and three rounds of venture funding, but NextSilicon is today delivering several incarnations of its 64-bit dataflow engine, called Maverick-2, which was revealed this time last year when the company dropped out of stealth mode. …

NextSilicon Takes Aim At CPUs And GPUs With “Maverick-2” Dataflow Engine was written by Timothy Prickett Morgan at The Next Platform.

One of the neat things about modern AI is that a whole new generation of people in a field outside of economics (but certainly driving the modern economy) has been introduced to curves showing the Pareto frontier. …

Software Pushes The AI Pareto Frontier More Than Hardware was written by Timothy Prickett Morgan at The Next Platform.

Japanese tech conglomerate SoftBank announced a $6.5 billion acquisition of Arm server CPU upstart Ampere Computing back in March, and that deal has not yet closed. …

“Polaris” AmpereOne M Arm CPUs Sighted In Oracle A4 Instances was written by Timothy Prickett Morgan at The Next Platform.

If Broadcom says that co-packaged optics is ready for prime time and can compete with other ways of linking switch ASICs to fiber optic cables, then it is very unlikely that Broadcom is wrong. …

The Third Time Will Be The Charm For Broadcom Switch Co-Packaged Optics was written by Timothy Prickett Morgan at The Next Platform.

In the basement of Connecticut’s Beneski Museum of Natural History sit the fossilized footprints of a small, chicken-sized dinosaur. …

How HPC Is Igniting Discoveries In Dinosaur Locomotion – And Beyond was written by Timothy Prickett Morgan at The Next Platform.

The world’s largest and one might argue most important chip foundry is telling Wall Street that its AI-related sales are running ahead of schedule. …

TSMC Is Running Ahead Of Forecasts On AI Growth was written by Timothy Prickett Morgan at The Next Platform.

For years, Oracle has found itself solidly in the second tier of cloud providers, well behind the top three of Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which combined account for more than 60 percent of global cloud infrastructure services market. …

Ellison: Oracle Is Leveraging All Of Its Advantages To Build A Different Cloud was written by Jeffrey Burt at The Next Platform.

It is Oracle OpenWorld CloudWorld AI World this week, so we expect a lot of AI infrastructure announcements from Big Red, with AI being the biggest new workload to hit the enterprise in decades. …

Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks was written by Timothy Prickett Morgan at The Next Platform.

“Platformization” eventually comes to every high-profile IT space as the number of tools and amount of complexity increases. …

Google Rolls Up Gemini And AI Tools Into An Enterprise Platform was written by Jeffrey Burt at The Next Platform.

If it seems like OpenAI is shaking up the IT market every other day or so, that is because that is precisely what it is doing. …

Broadcom Goes Wide With AI Systems And Takes On The ODMs was written by Timothy Prickett Morgan at The Next Platform.