A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. It is not a forecast of aggregate demand, which can be even larger as the backlogs for HBM memory and its main propellant, GPU and XPU compute for AI …
It has always been funny to us that anyone can acquire control of an open source project. But it definitely happens because, in the final analysis, people need to get paychecks to live and some company somewhere has to cut those checks. Sometimes, an open source project is supported out …
AI is changing what “good” looks like in the modern datacenter. It is not just a question of buying faster hardware. Power ceilings, rack density, cooling, and day-to-day operations are becoming first-order design constraints, especially as organizations move from pilots to always-on AI workloads. In this Video Hot Seat, Tim …
An alien flying in from space aboard a comet would look down on Earth and see that there is this highly influential and famous software company called Nvidia that just so happens to have a massively complex and ridiculously profitable hardware business running a collection of proprietary and open source …
We can all talk until we are blue in the face about how weird it is for so much money to be spent on servers during the GenAI boom, but after reviewing the latest market report from IDC – which is one again but sporadically giving out some stats to …
While there are a lot of different file system and object storage options available for HPC and AI customers, many AI organizations and a lot of traditional HPC simulation and modeling centers choose either the open source Lustre parallel file system or the modern variants of IBM’s General Parallel File …
We keep seeing the same thing over and over again in the AI racket, and people keep reacting to it like it is a new or surprising idea. So we will say it very clearly here one more time: The only companies that are making money – meaning additional gross …
Featuring highlights, analysis, and stories from the week directly from us to your inbox with nothing in between.
Subscribe now
The way that organizations plan, design and run a datacenter was already under pressure. AI has turned that pressure into a once-in-generation stress test, one that is inspiring a top-to-bottom rethink of what the datacenter does, how it does it, and where. “What we’re seeing now is seismic,” says Dave …
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better still, did Wall Street complain when that same online retailer, Amazon, started up an IT utility …
We are still mulling over all of the new HPC-AI supercomputer systems that were announced in recent months before and during the SC25 supercomputing conference in St Louis, particularly how the slew of new machines announced by the HPC national labs will be advancing not just the state of the …
This year, about 45 percent of the revenues at Big Blue will come from software. But IBM wants to push this up to half of revenues and then onwards from there. IBM also wants to find the modern AI era analogs to its venerable WebSphere application server, which gave it …
Updated: We have obtained new information in the wake of publishing our story. We have been expecting a new Arm server CPU design out of the Annapurna Labs folks who create the CPUs, XPUs, DPUs, and scale up switches for Amazon Web Services since the launch of the Graviton4 processor …
It was only a matter of time before Marvell was going to make another silicon photonics acquisition, and the $2.5 billion sale of its automotive Ethernet business to Infineon for $2.5 billion has given the company this past summer netted out to about half of the $3.25 billion that the …
The AI model makers of the world have been waiting for more than a year to get their hands on the Trainium3 XPUs, which have been designed explicitly for both training and inference and which present a credible alternative to Nvidia’s “Blackwell” B200 and B300 GPUs as well as Google’s …
In June, after a year and a half of poking and prodding, the US Department of Justice finally gave the OK for the $14 billion acquisition of Juniper Networks by Hewlett Packard Enterprise. And attention naturally turned to the question of how the IT giant would fit Juniper into its …
With a profitable PC business that has 25 percent of global shipments (thanks in large part to its acquisition of IBM’s PC business two decades ago) plus a respectable smartphone business (by virtue of its Motorola acquisition), the client device business at Lenovo is finally back to where it was …
All Content Copyright The Next Platform
