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Cisco Pulls Together A Quantum Network Architecture
For decades, discussions around quantum computing has felt similar to family driving vacations, with someone in the back seat constantly asking “are we there yet?” …
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Compute
The Chips Are Definitely Not Down
The semiconductor manufacturing business is absolutely immense. To give the numbers some perspective, in 2024, chip makers generated revenues that were about three quarters of the size of the US defense budget and about two-thirds the size of the social services budget allocated by Congress. …
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UALink Fires First GPU Interconnect Salvo At Nvidia NVSwitch
Compute engine makers can do all they want to bring the performance of their devices on par or even reasonably close to that of Nvidia’s various GPU accelerators, but until they have something akin to the NVLink and NVSwitch memory fabric that Nvidia uses to leverage the performance of many GPUs at bandwidths that dwarf PCI-Express switches and latencies that dwarf Ethernet interconnects, they can never catch up. …
AI
Nvidia Research: The Real Reason Big Green Commands Big Profits
It is safe to say in 2025 that the best job in the world is the chief executive officer of Nvidia, and that the company’s co-founder, Jensen Huang, has steered the company to great heights as much as fellow co-founders Thomas Watson ever did with International Business Machines, Larry Ellison ever did with Oracle, and Steve Jobs ever did with Apple Computer. …
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Future Proofing Inference Servers With PCI-Express Switches
At this point in the history of datacenter systems, there can be no higher praise than to be chosen by Nvidia as a component supplier for its AI systems. …
AI
AI Reshapes The Ethernet Datacenter Switch Market
Two decades ago, the hyperscalers and cloud builders started remaking the Ethernet switch market in the datacenter in their own image, and now it looks like AI training and inference is going to morph Ethernet switching in the datacenter once again. …
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Upstart Xsight Labs Raises Up The Programmable Switch Banner High
The best minds in networking spent the better part of two decades wrenching the control planes of switches and routers out of network devices and putting them into external controllers. …
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Nvidia Weaves Silicon Photonics Into InfiniBand And Ethernet
When it comes to networking, the rules around here at The Next Platform are simple. …
Compute
Broadcom And Marvell Ride The Compute Engine Independence Wave
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. …
AI
Blackwell Is The Fastest Ramping Compute Engine In Nvidia’s History
With the months-long blip in manufacturing that delayed the “Blackwell” B100 and B200 generations of GPUs in the rear view mirror and nerves more calm about the potential threat that the techniques used in the AI models of Chinese startup DeepSeek better understood, Nvidia’s final quarter of its fiscal 2025 and its projections for continuing sequential growth in fiscal 2026 will bring joy to Wall Street. …