The Next Platform

Nvidia may have cornered the market for the compute engines and networks that link them to train GenAI models, and the company has a very large share of the platforms that do inference, too. …

AI Propels Dell’s Datacenter Top Line – Bottom Line Is A Challenge was written by Timothy Prickett Morgan at The Next Platform.

As we expected, the “Vista” supercomputer that the Texas Advanced Computing Center installed last year as a bridge between the current “Stampede-3” and “Frontera” production system and its future “Horizon” system coming next year was indeed a precursor of the architecture that TACC would choose for the Horizon machine. …

TACC’s “Horizon” Supercomputer Sets The Pace For Academic Science was written by Timothy Prickett Morgan at The Next Platform.

The cluster architectures for AI training and inference are driving unprecedented growth in the datacenter infrastructure spending, but they are also having a reflective and beneficial impact on HPC architectures thanks to the relative ease with which one can get funding for AI initiatives and the need to upgrade existing HPC systems to do traditional simulation and modeling. …

HPC Is Not Just Riding The Coattails Of AI was written by Timothy Prickett Morgan at The Next Platform.

Here’s a riddle for you: What’s the difference between an economic bubble and an economic transformation? …

If The GenAI Bubble Bursts, Nvidia Will Still Keep Growing was written by Timothy Prickett Morgan at The Next Platform.

PARTNER CONTENT   We are entering a new era where AI isn’t just a tool for transformation but the foundation for reinvention. …

Building The Future Of Software In The AI-Native Era was written by Timothy Prickett Morgan at The Next Platform.

SPONSORED POST   Hewlett Packard Enterprise sets out its latest advances in large-scale computing at the SC25 high performance computing conference in November. …

Inside HPE’s Blueprint For Next-Generation Supercomputing was written by David Gordon at The Next Platform.

Nvidia has spent much of the year launching new products and partnerships that aim to ensure it keeps its place atop the wild west that is still the AI market while establishing its place in the emerging quantum computing space, where co-founder and chief executive officer Jensen Huang sees Nvidia being a key infrastructure provider and accelerator. …

Nvidia Brings Together Quantum And AI For HPC Centers was written by Jeffrey Burt at The Next Platform.

For the past two years now, we have been picking apart the semi-annual rankings of supercomputers known as the Top500 is a different way, focusing on the new machines that come into each list in either June or November. …

Modest HPC Centers Drive Top500 Supercomputer Rankings This Time Around was written by Timothy Prickett Morgan at The Next Platform.

There is a vicious cycle that comes from screwing up, but there is also a virtuous cycle that comes from digging yourself out of the hole and not only not screwing up anymore, but catching up to and then leapfrogging the competition through good engineering, hard work, and a little luck. …

AMD: Solid Roadmaps Beget Money, Which Beget Better Roadmaps And Even More Money was written by Timothy Prickett Morgan at The Next Platform.

Space has always been a premium in the datacenter, but the heat is on – quite literally – to drive up the density of GPU and XPU compute not just because real estate is expensive, but because latency is perhaps more expensive. …

HPE Reveals Compute And Networking for GX5000 Supercomputers was written by Timothy Prickett Morgan at The Next Platform.

Quantum computing is finally heating up. There is a heady mix of high-profile and highly resourced big tech players like Google, Microsoft, Amazon Web Services, and Nvidia either building QPUs, simulating  them, or integrating them with classical supercomputers in addition to well-funded younger companies and startups, such as QuEra, IonQ, Quantum Computing, Quantinuum, D-Wave, and Alice & Bob. …

IBM Lets Fly “Nighthawk” And “Loon” QPUs On The Way To Quantum Advantage was written by Jeffrey Burt at The Next Platform.

There are somewhere on the order of 50,000 reasonably large companies, academic centers, and governments in the world that the enterprise IT market is like the ocean on a calm day in the doldrums. …

Riding The Choppy AI Datacenter Waves With Supermicro was written by Timothy Prickett Morgan at The Next Platform.

Over the past decade, it has been interesting to watch companies push the rock that is quantum computing up the steep hill. …

Quantinuum Makes Another Milestone On Commercial Quantum Roadmap was written by Jeffrey Burt at The Next Platform.

If there is one thing that the AI model builders and the neoclouds both agree on, it is that they do not want to worry about storage. …

VAST Data’s $1.17 Billion Deal With CoreWeave Is A Leading Indicator was written by Timothy Prickett Morgan at The Next Platform.

There are two competing forces in IT, and they are at play during the GenAI era as much as they have ever been during prior eras in the datacenter. …

Attacking Interconnects And Networks Across All Scales was written by Timothy Prickett Morgan at The Next Platform.

If all goes according to the high end of plan, then AMD should kiss $10 billion in revenues in the fourth quarter of this year, and if it was low-balling that number a little, then it should break through $10 billion and put the wrap on a $34.3 billion year that was its best year ever and its most profitable one in terms of absolute dollars and one of its better ones for net income as a share of revenue. …

AMD Is Coiled To Hockey Stick In The AI Datacenter was written by Timothy Prickett Morgan at The Next Platform.

Chip designs are busting out beyond the reticle limits of lithography machines, making chiplets and high-bandwidth, in-package die-to-die interconnects inevitable. …

Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too was written by Timothy Prickett Morgan at The Next Platform.

Here is a question for you. What is more difficult: predicting the weather thirty days out or what global AI infrastructure spending will be out to the end of the decade? …

More Upward Revisions On AI Infrastructure Spending was written by Timothy Prickett Morgan at 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.