Software giant Oracle has a vast installed base of enterprise customers that it has agglomerated over the decades that gives it the cash flow to do many things. … Oracle’s Financing Primes The OpenAI Pump was written by Timothy Prickett Morgan at The Next Platform.
The market researchers at Gartner have extended their forecast out to 2027 and dropped 2024 from the view since it is now more than a year past. … Gartner Takes Another Stab At Forecasting AI Spending was written by Timothy Prickett Morgan at The Next Platform.
Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in 2026. … Microsoft Is More Dependent On OpenAI Than The Converse was written by Timothy Prickett Morgan at The Next Platform.
If you want to know the state of the art in GenAI model development, you watch what the Super 8 hyperscalers and cloud builders are doing and you also keep an eye on the major model builders outside of these companies – mainly, OpenAI, Anthropic, and xAI as well as a few players in China like DeepSeek. … Big Blue Poised To Peddle Lots Of On Premises GenAI was written by Timothy Prickett Morgan at The Next Platform.
Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to OpenAI as it builds its latest GPT models. … Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines was written by Timothy Prickett Morgan at The Next Platform.
With the hyperscalers and the cloud builders all working on their own CPU and AI XPU designs, it is no wonder that Nvidia has been championing the neoclouds that can’t afford to try to be everything to everyone – this is the very definition of enterprise computing – and that, frankly, are having trouble coming up with the trillions of dollars to cover the 150 gigawatts to more than 200 gigawatts of datacenter capacity that is estimated to be on the books between 2025 and 2030 for AI workloads. … Nvidia’s $2 Billion Investment In CoreWeave Is A Drop In A $250 Billion Bucket was written by Timothy Prickett Morgan at The Next Platform.
Amid the myriad discussions about AI – from the astounding amount of money being spent by vendors and enterprises and the debate about actual ROI those businesses are getting to the technology’s effect on cybersecurity, jobs, and the fear of disinformation and resulting distrust – it’s easy to forget its usefulness in particular industries. … Nvidia Takes The Open Road In AI Weather Forecasting was written by Jeffrey Burt at The Next Platform.
SPONSORED Your phone buzzes at 2 AM. The website is down. … AI Is Coming To Solve Your System Outages was written by Timothy Prickett Morgan at The Next Platform.
Intel has been pushing its two-core server CPU strategy for so long, in one form or another, that we have become accustomed to differentiating products the way Intel does and then try to figure out what workloads these chips might be useful for. … Intel Is Still Struggling In The Datacenter, But It Could Get Better was written by Timothy Prickett Morgan at The Next Platform.
Meta Platforms is not happy just being the social network for the world anymore. … Meta Platforms Metamorphizing Into An AI Cloud For Sovereigns was written by Timothy Prickett Morgan at The Next Platform.
The first company that can make a UALink switch with high radix – meaning lots of ports – and high aggregate bandwidth across those ports that can compete toe-to-toe with Nvidia’s NVSwitch memory fabric and NVLink ports is going to make a lot of money. … Upscale AI Nabs Cash To Forge “SkyHammer” Scale Up Fabric Switch was written by Timothy Prickett Morgan at The Next Platform.
No, we did not miss the fact that Nvidia did an “acquihire” of AI accelerator and system startup and rival Groq on Christmas Eve. … Is Nvidia Assembling The Parts For Its Next Inference Platform? was written by Timothy Prickett Morgan at The Next Platform.
If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first to know. … TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers was written by Timothy Prickett Morgan at The Next Platform.
If GenAI is going to go mainstream and not just be a bubble that helps prop up the global economy for a couple of years, AI inference is going to have to come down in price – and do so faster than it has done thus far. … Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI was written by Timothy Prickett Morgan at The Next Platform.
As the year came to an end, we tore apart IDC’s assessments for server spending, including the huge jump in accelerated supercomputers for running GenAI and more traditional machine learning workloads and as this year got started, we did forensic analysis and modeling based on the company’s reckoning of Ethernet switching and routing revenues. … By Decade’s End, AI Will Drive More Than Half Of All Chip Sales was written by Timothy Prickett Morgan at The Next Platform.
AI is having a seismic impact on processes across all industries, speeding things up and driving costs down. … Startup Quantum Elements Brings AI, Digital Twins To Quantum Computing was written by Jeffrey Burt at The Next Platform.
But virtue of its scale out capability, which is key for driving the size of absolutely enormous AI clusters, and to its universality, Ethernet switch sales are booming, and if the recent history is any guide, we can expect Ethernet revenues will climb exponentially higher in the coming quarters as well. … Pushed By GenAI And Front End Upgrades, Ethernet Switching Hits New Highs was written by Timothy Prickett Morgan at The Next Platform.
In the early days of D-Wave’s history, the company made a decision to pursue annealing as its first technology to build a quantum computer because it promised to offer the fastest path to commercial quantum computing. … D-Wave Makes Gate-Model Power Move With Quantum Circuits Buy was written by Jeffrey Burt at The Next Platform.
Under Lisa Su’s more than eleven years as AMD’s chief executive officer, the company has returned from Opteron exile to be a formidable CPU foe to Intel in the datacenter, due in large part to the innovation around its Zen microarchitecture and Epyc server chips driven by Su, chief technology officer Mark Papermaster, and countless others. … AMD Contemplates And Engineers Yottascale AI Compute was written by Jeffrey Burt at The Next Platform.
Having an annual cadence for the improvement of AI systems is a great thing if you happen to be buying the newest iron at exactly the right time. … Nvidia’s Vera-Rubin Platform Obsoletes Current AI Iron Six Months Ahead Of Launch was written by Timothy Prickett Morgan at The Next Platform.
The number of AI inference chip startups in the world is gross – literally gross, as in a dozen dozens. … Rebellions AI Puts Together An HBM And Arm Alliance To Take On Nvidia was written by Timothy Prickett Morgan at The Next Platform.
If there was ever a demonstration of Jevons’ paradox, it’s the supercomputing sector. … Liquid Cooling Means More Performance And Less Heat For Supercomputing was written by David Gordon at The Next Platform.
A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. … HBM Supply Curve Gets Steeper, But Still Can’t Meet Demand was written by Timothy Prickett Morgan at The Next Platform.
It has always been funny to us that anyone can acquire control of an open source project. … Nvidia Nearly Completes Its Control Freakery With Slurm Acquisition was written by Timothy Prickett Morgan at The Next Platform.
AI is changing what “good” looks like in the modern datacenter. … Building The AI Factory Datacenter was written by Timothy Prickett Morgan at The Next Platform.
An alien flying in from space aboard a comet would look down on Earth and see that there is this highly influential and famous software company called Nvidia that just so happens to have a massively complex and ridiculously profitable hardware business running a collection of proprietary and open source software that about three quarters of its approximately 40,000 employees create. … Nvidia Is The Only AI Model Maker That Can Afford To Give It Away was written by Timothy Prickett Morgan at The Next Platform.
The way that organizations plan, design and run a datacenter was already under pressure. … Tomorrow’s Datacenter Won’t Be Like Yesterday’s – Here’s Why was written by Timothy Prickett Morgan at The Next Platform.
We can all talk until we are blue in the face about how weird it is for so much money to be spent on servers during the GenAI boom, but after reviewing the latest market report from IDC – which is one again but sporadically giving out some stats to the public – we thought that to feel the full impact of this change, we should draw you a picture of the past 26 years of server revenues by quarter so you can take it all in. … How Sustainable Is This Crazy Server Spending? was written by Timothy Prickett Morgan at The Next Platform.
While there are a lot of different file system and object storage options available for HPC and AI customers, many AI organizations and a lot of traditional HPC simulation and modeling centers choose either the open source Lustre parallel file system or the modern variants of IBM’s General Parallel File System (GPFS), known previously as Spectrum Scale and now known as IBM Storage Scale, as the storage underpinning of their applications. … What Do You Do When You Want GPFS On The Cloud? was written by Timothy Prickett Morgan at The Next Platform.
We keep seeing the same thing over and over again in the AI racket, and people keep reacting to it like it is a new or surprising idea. … Everybody But Nvidia And TSMC Has To Make It Up In Volume With AI was written by Timothy Prickett Morgan at The Next Platform.
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? … Oracle Is Using OpenAI To Build A Platform For The Enterprise was written by Timothy Prickett Morgan at The Next Platform.
We are still mulling over all of the new HPC-AI supercomputer systems that were announced in recent months before and during the SC25 supercomputing conference in St Louis, particularly how the slew of new machines announced by the HPC national labs will be advancing not just the state of the art, but also pushing down the cost of the FP64 floating point operations that still drives a lot of HPC simulation and modeling work. … Driving HPC Performance Up Is Easier Than Keeping The Spending Constant was written by Timothy Prickett Morgan at The Next Platform.
This year, about 45 percent of the revenues at Big Blue will come from software. … IBM Broadens Its Enterprise Software Stack With Confluent Buy was written by Timothy Prickett Morgan at The Next Platform.
Updated: We have obtained new information in the wake of publishing our story. … AWS Graviton5 Strikes A Different Balance For Server CPUs was written by Timothy Prickett Morgan at The Next Platform.
It was only a matter of time before Marvell was going to make another silicon photonics acquisition, and the $2.5 billion sale of its automotive Ethernet business to Infineon for $2.5 billion has given the company this past summer netted out to about half of the $3.25 billion that the company is shelling out to get its hands on Celestial AI, one of the several upstarts that hopes to hook compute engines, memory, and switches together using on-chip optical engines and light pipes. … With Celestial AI Buy, Marvell Scales Up The Datacenter And Itself was written by Timothy Prickett Morgan at The Next Platform.
The AI model makers of the world have been waiting for more than a year to get their hands on the Trainium3 XPUs, which have been designed explicitly for both training and inference and which present a credible alternative to Nvidia’s “Blackwell” B200 and B300 GPUs as well as Google’s “Trillium” TPU v6e and “Ironwood” TPU v7p accelerators. … With Trainium4, AWS Will Crank Up Everything But The Clocks was written by Timothy Prickett Morgan at The Next Platform.
In June, after a year and a half of poking and prodding, the US Department of Justice finally gave the OK for the $14 billion acquisition of Juniper Networks by Hewlett Packard Enterprise. … HPE Gets The Lead Out On Juniper-Aruba Networking Integration was written by Jeffrey Burt at The Next Platform.
With a profitable PC business that has 25 percent of global shipments (thanks in large part to its acquisition of IBM’s PC business two decades ago) plus a respectable smartphone business (by virtue of its Motorola acquisition), the client device business at Lenovo is finally back to where it was during the peak of the coronavirus pandemic and is consistently delivering what are decent profits for this cut-throat part of the IT sector. … The Road To HPC And AI Profits Is Paved With Good Intentions was written by Timothy Prickett Morgan at 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.
Updated: 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.