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HomeAuthorsTimothy Prickett Morgan

Articles by Timothy Prickett Morgan

Compute

Intel’s Chips No Longer Pay More Than Their Fair Share Of Foundry Costs

April 4, 2024 Timothy Prickett Morgan 10

The biggest benefit that is coming from the separation of the Intel chip design and marketing business from its foundry operations is that Intel’s chip product groups no longer have to shoulder the totality of the immense costs of its manufacturing operations. …

Compute

Microsoft Stargate: The Next AI Platform Will Be An Entire Cloud Region

April 1, 2024 Timothy Prickett Morgan 9

The first thing to note about the rumored “Stargate” system that Microsoft is planning to build to support the computational needs of its large language model partner, OpenAI, is that the people doing the talking – reportedly OpenAI chief executive officer Sam Altman – are talking about a datacenter, not a supercomputer. …

Connect

How To Build A Better “Blackwell” GPU Than Nvidia Did

March 28, 2024 Timothy Prickett Morgan 9

While a lot of people focus on the floating point and integer processing architectures of various kinds of compute engines, we are spending more and more of our time looking at memory hierarchies and interconnect hierarchies. …

AI

Amazon Gives Anthropic $2.75 Billion So It Can Spend It On AWS XPUs

March 27, 2024 Timothy Prickett Morgan 0

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. …

Connect

How Long Until The ODMs Take Over Ethernet Switching?

March 25, 2024 Timothy Prickett Morgan 5

For more than a year now, we have been talking about how investments in AI servers have put a damper on budgets for servers used to support other corporate applications. …

Cloud

AWS And Nvidia Reboot “Ceiba” Supercomputer For Blackwell GPUs

March 20, 2024 Timothy Prickett Morgan 1

Last November, we got a sneak peak at a supercomputer called “Ceiba” that would be built jointly by Nvidia and Amazon Web Services, based on its then-new GH200 Grace-Hopper CPU-GPU compute complexes, its NVLink Switch 3 memory fabric for GPUs, and the Elastic Fabric Adapter (EFA2) Ethernet interconnect that is custom designed by AWS to link racks of machines to each other. …

AI

How Nvidia Blackwell Systems Attack 1 Trillion Parameter AI Models

March 19, 2024 Timothy Prickett Morgan 3

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. …

AI

With Blackwell GPUs, AI Gets Cheaper And Easier, Competing With Nvidia Gets Harder

March 18, 2024 Timothy Prickett Morgan 12

If you want to take on Nvidia on its home turf of AI processing, then you had better bring more than your A game. …

AI

Cerebras Goes Hyperscale With Third Gen Waferscale Supercomputers

March 14, 2024 Timothy Prickett Morgan 7

It is a pity that we can’t make silicon wafers any larger than 300 millimeters in diameter. …

AI

Inside The Massive GPU Buildout At Meta Platforms

March 13, 2024 Timothy Prickett Morgan 7

If you handle hundreds of trillions of AI model executions per day, and are going to change that by one or two orders of magnitude as GenAI goes mainstream, you are going to need GPUs. …

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