There was a time – and it doesn’t seem like that long ago – that the datacenter chip market was a big-money but relatively simple landscape, with CPUs from Intel and AMD and Arm looking to muscle its way in and GPUs mostly from Nvidia with some from AMD and Intel looking to muscle its way in. …
We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …
If Microsoft has the half of OpenAI that didn’t leave, then Amazon and its Amazon Web Services cloud division needs the half of OpenAI that did leave – meaning Anthropic. …
At his company’s GTC 2024 Technical Conference this week, Nvidia co-founder and chief executive officer Jensen Huang, unveiled the chip maker’s massive Blackwell GPUs and accompanying NVLink networking systems, promising a future where hyperscale cloud providers, HPC centers, and other organizations of size and means can meet the rapidly increasing compute demands driven by the emergence of generative AI. …
We like datacenter compute engines here at The Next Platform, but as the name implies, what we really like are platforms – how compute, storage, networking, and systems software are brought together to create a platform on which to build applications. …
In the ten years since Google released Kubernetes to the open source community, it has become the dominant platform for orchestrating and managing software containers and microservices, along the way muscling out competitors like Docker Swarm and Mesosphere. …
While Amazon Web Services has first mover advantage when it comes to building a compute and storage cloud, it would be a mistake to believe that the division of the world’s largest online retailer can rest on its laurels. …
It is hard to keep a model of datacenter infrastructure spending in your head at the same time you want to look at trends in cloud and on-premises spending as well as keep score among the key IT suppliers to figure out who is winning and who is losing. …
Amazon Web Services may not be the first of the hyperscalers and cloud builders to create its own custom compute engines, but it has been hot on the heels of Google, which started using its homegrown TPU accelerators for AI workloads in 2015. …
For more than a year, we have been expecting for Amazon Web Services to launch its Graviton4 processor for its homegrown servers at this year’s re:Invent, and lo and behold, chief executive officer Adam Selipsky rolled out the fourth generation in the Graviton CPU lineup – and the fifth iteration including last year’s overclocked Graviton3E processor aimed at HPC workloads – during his thrombosis-inducing keynote at the conference. …
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