Parasail Brokers Between AI Compute Demand And Supply
Mike Henry was interim chief product officer at AI inference company Groq in 2023, a position that put him in close contact with a lot of datacenter administrators and managers. …
Parasail Brokers Between AI Compute Demand And Supply was written by Jeffrey Burt at The Next Platform.
A Second Opinion On Future GenAI Spending
Two weeks ago, before we began our nightmare travels to get to the 2025 edition of Nvidia’s GPU Technology Conference in San Jose, we put together an analysis of the AI server and storage spending forecasts put out by the good folks at IDC. …
A Second Opinion On Future GenAI Spending was written by Timothy Prickett Morgan at The Next Platform.
The Team That Will Implement Intel’s New Vision
Intel is hosting its Vision 2025 annual event in Las Vegas this week, what we old hands used to call Intel Developer Forum back in the days when the chip maker was taking over more and more of the datacenter and had give the world a relatively inexpensive and uniform substrate on which to build hyperscale infrastructure. …
The Team That Will Implement Intel’s New Vision was written by Timothy Prickett Morgan at The Next Platform.
Nvidia Says It Will Be An Accelerator Of Quantum Computing
The way that Nvidia co-founder and chief executive officer Jensen Huang sees it, his company’s role in the ever-emerging quantum computing field is no different than that in other industries where AI and accelerated computing play roles. …
Nvidia Says It Will Be An Accelerator Of Quantum Computing was written by Jeffrey Burt at The Next Platform.
Pure Storage FlashBlade//EXA Boosts AI Performance, Scalability
The injection of generative AI into the bloodstream of the tech titans and now businesses of all sizes and stripes over the past two years has forced IT vendors, from hardware makers to component providers to enterprise application developers, to quickly rework their roadmaps to address the particular demands of and opportunities presented by this emerging technology. …
Pure Storage FlashBlade//EXA Boosts AI Performance, Scalability was written by Jeffrey Burt at The Next Platform.
D-Wave Pushes Back At Critics, Shows Off Aggressive Quantum Roadmap
In a panel discussion during GPU Technical Conference a few weeks ago, Nvidia co-founder and chief executive officer Jensen Huang suggested to executives of several quantum computing companies that are calling their systems “computers” may be a misnomer and that a better tag might be “instruments.” …
D-Wave Pushes Back At Critics, Shows Off Aggressive Quantum Roadmap was written by Jeffrey Burt at The Next Platform.
Nvidia Research: The Real Reason Big Green Commands Big Profits
It is safe to say in 2025 that the best job in the world is the chief executive officer of Nvidia, and that the company’s co-founder, Jensen Huang, has steered the company to great heights as much as fellow co-founders Thomas Watson ever did with International Business Machines, Larry Ellison ever did with Oracle, and Steve Jobs ever did with Apple Computer. …
Nvidia Research: The Real Reason Big Green Commands Big Profits was written by Timothy Prickett Morgan at The Next Platform.
Future Proofing Inference Servers With PCI-Express Switches
At this point in the history of datacenter systems, there can be no higher praise than to be chosen by Nvidia as a component supplier for its AI systems. …
Future Proofing Inference Servers With PCI-Express Switches was written by Timothy Prickett Morgan at The Next Platform.
AI Reshapes The Ethernet Datacenter Switch Market
Two decades ago, the hyperscalers and cloud builders started remaking the Ethernet switch market in the datacenter in their own image, and now it looks like AI training and inference is going to morph Ethernet switching in the datacenter once again. …
AI Reshapes The Ethernet Datacenter Switch Market was written by Timothy Prickett Morgan at The Next Platform.
Upstart Xsight Labs Raises Up The Programmable Switch Banner High
The best minds in networking spent the better part of two decades wrenching the control planes of switches and routers out of network devices and putting them into external controllers. …
Upstart Xsight Labs Raises Up The Programmable Switch Banner High was written by Timothy Prickett Morgan at The Next Platform.
Scaling The Storage Pyramid With Micron’s Datacenter Memory And Flash
SPONSORED CONTENT Consider, for a moment, the current state of AI accelerators and datacenter GPUs. …
Scaling The Storage Pyramid With Micron’s Datacenter Memory And Flash was written by Timothy Prickett Morgan at The Next Platform.
HBM Can Keep Micron Out Of The Next Memory Bust Cycle
An interesting thought experiment to do in 2025 when looking at the financial results of just about any of the key compute, storage, and networking component and system suppliers is to imagine how any given company’s numbers would look if you backed out the AI portions of its business. …
HBM Can Keep Micron Out Of The Next Memory Bust Cycle was written by Timothy Prickett Morgan at The Next Platform.
Why Did SoftBank Just Buy Ampere Computing?
The world is getting stranger, isn’t it? We understand, given the difficulties of selling Arm server chips to hyperscalers and cloud builders that are also designing and manufacturing their own Arm CPUs, why Ampere Computing, the only successful freestanding Arm server CPU supplier to even get its chips into its chosen tech titan customers, would want to be acquired by Japanese conglomerate SoftBank. …
Why Did SoftBank Just Buy Ampere Computing? was written by Timothy Prickett Morgan at The Next Platform.
Nvidia Turns Its AI Eye To The Enterprise
If you are going to be the full-stack, hardware-to-software-to-developer tools leader in the brave new world of AI, as Nvidia most certainly is, then you have to be able to adapt to the myriad environments that the emerging technology is threading itself through. …
Nvidia Turns Its AI Eye To The Enterprise was written by Jeffrey Burt at The Next Platform.
Nvidia Draws GPU System Roadmap Out To 2028
High tech companies always have roadmaps. Whether or not they show them to the public, they are always showing them to key investors if they are in their early stages, getting ready to sell some shares on Wall Street to make money – literally, going public – or talking to key customers who are interested in buying a platform, not just a point product to solve a problem today. …
Nvidia Draws GPU System Roadmap Out To 2028 was written by Timothy Prickett Morgan at The Next Platform.
Nvidia Weaves Silicon Photonics Into InfiniBand And Ethernet
When it comes to networking, the rules around here at The Next Platform are simple. …
Nvidia Weaves Silicon Photonics Into InfiniBand And Ethernet was written by Timothy Prickett Morgan at The Next Platform.
AI Infrastructure Spending: Is The Boom Chemical Or Nuclear?
The IT infrastructure market is undergoing its own kind of climate change thanks to the overheating of the market due to the GenAI boom. …
AI Infrastructure Spending: Is The Boom Chemical Or Nuclear? was written by Timothy Prickett Morgan at The Next Platform.
Lip-Bu Tan: Intel’s New – And Maybe Last – CEO
In his letter to Intel employees, new chief executive officer Lip-Bu Tan, who starts his new job next Tuesday, tells them that he is “never deterred by challenges.” …
Lip-Bu Tan: Intel’s New – And Maybe Last – CEO was written by Timothy Prickett Morgan at The Next Platform.
Oracle Has Some Big Advantages To Mainstream AI
Oracle’s cloud may be been in the running to be the host of a massive AI training system for Elon Musk’s xAI startup, with a purported $10 billion in rentals at stake. …
Oracle Has Some Big Advantages To Mainstream AI was written by Timothy Prickett Morgan at The Next Platform.
What A Tangled OpenAI Web We CoreWeave
Wouldn’t it be funny if all of that money that Microsoft spent last year paying neocloud upstart CoreWeave was just to support ever-embiggening AI training workloads at OpenAI as it makes its GPT models smarter? …
What A Tangled OpenAI Web We CoreWeave was written by Timothy Prickett Morgan at The Next Platform.
