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 …
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. During his keynote address at Nvidia’s GPU …
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 …
When it comes to networking, the rules around here at The Next Platform are simple. When it comes to hyperscale networking for massively distributed, largely not coherent applications, the rule is: Route when you can, and switch if you must. For HPC and AI workloads, which are both latency and …
The IT infrastructure market is undergoing its own kind of climate change thanks to the overheating of the market due to the GenAI boom. Just like real climate change makes it difficult for the existing models to accurately predict the weather, and constant model tweaks and limited relatively current data …
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.” And that is a good thing because cleaning up the chip maker and chip designer is indeed a Herculean challenge. Ironically, Tan …
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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. In …
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. But what is clear from Oracle’s latest financials is that the company never needed the xAI deal at …
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? If that is the case, then the five-year, $11.9 billion contract that OpenAI inked this …
SPONSORED FEATURE: As an industry, financial services is accustomed to big numbers. It is estimated that the FS sector – which includes banking, insurance, investment, lending and other businesses related to wealth allocation – would reach a combined value of $33.54 trillion by 2024, growing at a compound annual growth …
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 …
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. But will these hold? This is a reasonable question as we watch the rise of homegrown XPUs for AI processing by the hyperscalers …
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. But HPE apparently …
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. And that has a lot of people – those thinking of investing …
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. Donald Trump has certainly used this pulpit in his first and now second terms …
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