The Next Platform

SPONSORED FEATURE: As an industry, financial services is accustomed to big numbers. …

Data Deluge Pushes Financial Services Deeper Into AI was written by Timothy Prickett Morgan at The Next Platform.

With RISC-V International, the body controlling the RISC-V instruction set, located in Switzerland for the past five years, RISC-V now has just as much right to call itself indigenous to Europe as does Arm Ltd, the British chip company that finds itself on the other side of the English Channel after the Brexit break up and that is still around 90 percent owned by Japanese conglomerate SoftBank. …

Europe Takes Another Whack At Homegrown Compute Engines was written by Timothy Prickett Morgan at The Next Platform.

Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably dominant – share of AI inference. …

Broadcom And Marvell Ride The Compute Engine Independence Wave was written by Timothy Prickett Morgan at The Next Platform.

Dell saw a sequential slump in server sales its most recent quarter as customers were awaiting access to systems using Nvidia’s “Blackwell” GPUs, and rival Hewlett Packard Enterprise had a similar issue when it turns in its first quarter of fiscal 2025, which ended in early February. …

GPU Transitions, Aggressive Server Pricing Squeeze HPE Profits was written by Timothy Prickett Morgan at The Next Platform.

CoreWeave, the upstart GPU cluster datacenter operator that was formerly a relatively small cryptocurrency miner based in Roseland, New Jersey, has filed its S-1 form with the US Securities and Exchange Commission to do an initial public offering. …

CoreWeave’s 250,000-Strong GPU Fleet Undercuts The Big Clouds was written by Timothy Prickett Morgan at The Next Platform.

All presidents of these United States have the bully pulpit from which to lecture the American people and, for the past century, the rest of the world about how the global economy and culture should work. …

Why TSMC Did A $100 Billion Deal With Trump On US Chip Manufacturing was written by Timothy Prickett Morgan at The Next Platform.

Rather than measure the funding rounds and valuations of AI startups building foundation models in US dollars, perhaps we should just convert that right into GPU-hours rented to train models, since this accounts for the vast majority of spending that OpenAI, Anthropic, and a handful of others do in their day to day operations. …

Anthropic Raises 285 Million GPU-Hours Equivalent In Series E Funding was written by Timothy Prickett Morgan at The Next Platform.

For as long as we can remember, the high performance computing business was one where it has been difficult for the manufacturers that build systems to make a buck. …

The Only Thing Worse Than Selling AI Servers Is Not Selling Them was written by Timothy Prickett Morgan at The Next Platform.

In a scene from the movie Gladiator, Roman emperor Marcus Aurelius, worried about the fragility of his empire, tells his general, Maximus: “There was once a dream that was Rome.  …

AWS Cat Qubits Make Quantum Error Correction Effective, Affordable was written by Jeffrey Burt at The Next Platform.

With the months-long blip in manufacturing that delayed the “Blackwell” B100 and B200 generations of GPUs in the rear view mirror and nerves more calm about the potential threat that the techniques used in the AI models of Chinese startup DeepSeek better understood, Nvidia’s final quarter of its fiscal 2025 and its projections for continuing sequential growth in fiscal 2026 will bring joy to Wall Street. …

Blackwell Is The Fastest Ramping Compute Engine In Nvidia’s History was written by Timothy Prickett Morgan at The Next Platform.

With a three year cadence between PCI-Express bandwidth increases and a three year span between when a gear shift is first talked about and when its chippery is first put into the field, it is extremely difficult to not be impatient for the next PCI-Express release to get into the field. …

Broadcom Itching To Get PCI-Express 6.0 Into The Field was written by Timothy Prickett Morgan at The Next Platform.

UPDATED  Networking giant Cisco Systems and AI platform provider Nvidia have hammered out a deal to mix and match each other’s technologies to create a broader set of AI networking options for their respective and – importantly, prospective – customers. …

Hell Freezes Over: Cisco And Nvidia Cross-Pollenate AI Networking was written by Timothy Prickett Morgan at The Next Platform.

SPONSORED FEATURE  While generative AI and GPU acceleration of AI training and inference have taken the world by storm, the datacenters of the world still have to think about CPUs – and think very carefully about them at that. …

Compute Engine Strategies In The Age Of GenAI was written by Timothy Prickett Morgan at The Next Platform.

It is no secret that chip maker Intel is having a tough time these days on a number of fronts, but it is important to remember that nearly two out of every three processors sold into the datacenter are Intel Inside. …

Intel Rounds Out “Granite Rapids” Xeon 6 With A Slew Of Chips was written by Timothy Prickett Morgan at The Next Platform.

If you are going to be audacious enough to call the thing you are creating Universal Storage, then by definition it has to do everything – meaning support every kind of data format and access protocol, and do so with good performance on all fronts. …

Vast Data Builds Out Data Platform With Block Storage And Kafka Streams was written by Timothy Prickett Morgan at The Next Platform.

If you want a CPU that has the floating point performance of a GPU, all you have to do is wait six or so years and the CPU roadmaps can catch up. …

Sizing Up Compute Engines For HPC Work At 64-Bit Precision was written by Timothy Prickett Morgan at The Next Platform.

SPONSORED FEATURE: When it comes to artificial intelligence, it seems nothing succeeds like excess. …

Better AI Might Depend On The Data Infrastructure Getting Better First was written by Timothy Prickett Morgan at The Next Platform.

As if you don’t have enough to do with the AI revolution, Microsoft says that 2025 is also the year that organizations need to begin getting ready for quantum computing. …

With Majorana, Microsoft Says Quantum Is Years, Not Decades, Away was written by Jeffrey Burt at The Next Platform.

In many ways, Arista Networks still behaves like a startup even though it was founded twenty years ago, rollout out its first products a little more than a decade and a half ago, went public a decade ago, and now as over 10,000 customers and over 100 million Ethernet ports sold that generated a cumulative $32 billion in revenues for hardware, software, and support. …

Arista Can Ride AI Up Past $10 Billion In 2026 was written by Timothy Prickett Morgan at The Next Platform.

People are impatient for Intel to get fixed, and have been for many years. …

Gordian Knot: Broadcom And TSMC To Cut Intel Into Two? was written by Timothy Prickett Morgan at The Next Platform.