Uncategorized
Attacking Interconnects And Networks Across All Scales
There are two competing forces in IT, and they are at play during the GenAI era as much as they have ever been during prior eras in the datacenter. …
Articles by Timothy Prickett Morgan
Compute
AMD Is Coiled To Hockey Stick In The AI Datacenter
If all goes according to the high end of plan, then AMD should kiss $10 billion in revenues in the fourth quarter of this year, and if it was low-balling that number a little, then it should break through $10 billion and put the wrap on a $34.3 billion year that was its best year ever and its most profitable one in terms of absolute dollars and one of its better ones for net income as a share of revenue. …
Connect
Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too
Chip designs are busting out beyond the reticle limits of lithography machines, making chiplets and high-bandwidth, in-package die-to-die interconnects inevitable. …
AI
More Upward Revisions On AI Infrastructure Spending
Here is a question for you. What is more difficult: predicting the weather thirty days out or what global AI infrastructure spending will be out to the end of the decade? …
Cloud
AWS “Bullish” On Homegrown Trainium AI Accelerators
One only need look at the incredible revenues and profits of the datacenter business at Nvidia to know that the world’s biggest compute customers – the hyperscalers, the cloud builders, and now the biggest model builders – need to bend the price/performance curve to boost their own profits. …
AI
Microsoft: Getting Margins From AI Means Sometimes Saying No
Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 billion for Azure infrastructure, Microsoft has reported that it has a revenue backlog dominated by its Azure cloud that stood at $392 billion as the first quarter of its fiscal 2026 year ended in September. …
Cloud
Google Spends More On Servers Than The Whole World Used To
Here is a funny number to chew on. Sometime in the early part of 2026, if current trends persist, Google will have a spending rate on servers that is in excess of the inflation adjusted spending levels set by the entire world in the wake of the Dot Com bust. …
AI
How Qualcomm Can Compete With Nvidia For Datacenter AI Inference
Qualcomm had datacenter envy back when Intel ruled the bit barns of the world, and now it has it even worse now that Nvidia has shown how AI processing can utterly transform the finances of a chip maker. …
Compute
Gartner Radically Raises Datacenter Spending Forecasts
Back in early September, the prognosticators at IDC put out an ebullient but simple AI spending forecast going out to 2029, and Gartner followed suit with a much more detailed AI spending forecast, which we augmented and expanded with the help of the market researcher a few weeks later. …
Compute
Fixing Intel Foundry Is Like Stopping Tripping Down The Stairs
Technical debt is a real thing, as any IT manager, programmer, system administrator or SRE, or end user will tell you. …