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Fixing Intel Foundry Is Like Stopping Tripping Down The Stairs

October 24, 2025 Timothy Prickett Morgan 5

Technical debt is a real thing, as any IT manager, programmer, system administrator or SRE, or end user will tell you. …

AI

IBM Is Playing A Very Long AI Game With Its Customers

October 23, 2025 Timothy Prickett Morgan 2

Over the next few years, Big Blue may not build the biggest AI business in the world by any stretch of the imagination, but we do have confidence that it will build a collection of AI products and services that are among the most profitable. …

Compute

NextSilicon Takes Aim At CPUs And GPUs With “Maverick-2” Dataflow Engine

October 22, 2025 Timothy Prickett Morgan 5

It has taken eight years and $303 million in seed and three rounds of venture funding, but NextSilicon is today delivering several incarnations of its 64-bit dataflow engine, called Maverick-2, which was revealed this time last year when the company dropped out of stealth mode. …

AI

Software Pushes The AI Pareto Frontier More Than Hardware

October 21, 2025 Timothy Prickett Morgan 1

One of the neat things about modern AI is that a whole new generation of people in a field outside of economics (but certainly driving the modern economy) has been introduced to curves showing the Pareto frontier. …

Compute

“Polaris” AmpereOne M Arm CPUs Sighted In Oracle A4 Instances

October 20, 2025 Timothy Prickett Morgan Comments Off on “Polaris” AmpereOne M Arm CPUs Sighted In Oracle A4 Instances

Japanese tech conglomerate SoftBank announced a $6.5 billion acquisition of Arm server CPU upstart Ampere Computing back in March, and that deal has not yet closed. …

Compute

TSMC Is Running Ahead Of Forecasts On AI Growth

October 16, 2025 Timothy Prickett Morgan Comments Off on TSMC Is Running Ahead Of Forecasts On AI Growth

The world’s largest and one might argue most important chip foundry is telling Wall Street that its AI-related sales are running ahead of schedule. …

Compute

Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks

October 14, 2025 Timothy Prickett Morgan 1

It is Oracle OpenWorld CloudWorld AI World this week, so we expect a lot of AI infrastructure announcements from Big Red, with AI being the biggest new workload to hit the enterprise in decades. …

AI

Broadcom Goes Wide With AI Systems And Takes On The ODMs

October 13, 2025 Timothy Prickett Morgan 4

If it seems like OpenAI is shaking up the IT market every other day or so, that is because that is precisely what it is doing. …

AI

IBM Ships Homegrown “Spyre” Accelerators, Embraces Anthropic For AI Push

October 10, 2025 Timothy Prickett Morgan 3

Big Blue may have missed the boat on being one of the big AI model builders, but its IBM Research division has built its own enterprise-grade family of models and its server and research divisions have plenty of experience building accelerators and supercomputers. …

AI

Dell Says It Can Finally Make Some Big Money On GenAI

October 7, 2025 Timothy Prickett Morgan 2

It is one thing for the market researchers of the world to make prognostications about hardware, software, and services spending relating to the GenAI boom. …

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TNP  offers in-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Read more…

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