Compute

How Long Before Half Of TSMC’s Sales Are Driven By AI?

Here at The Next Platform, the quarterly earnings season starts with Taiwan Semiconductor Manufacturing Co. And that is fitting given the utter dependence that the world has on the chip manufacturing and packaging processes that this company sells at a profitability that not only allows it to invest prodigiously in

AI

The Art Of The GPU Deal

Perhaps the most interesting conversation that has happened so far in the White House in 2025, at least from the point of view of the IT sector, is when Nvidia co-founder and chief executive officer, Jensen Huang, put on his Sunday best suit and visited President Donald Trump to presumably

AI

Will Companies Build Or Buy Their GenAI Models?

One of the biggest questions that enterprises, governments, academic institutions, and HPC centers the world over are going to have to answer very soon – if they have not made the decision already – is if they are going to train their own AI models and the inference software stacks

Sign up to our newsletter

Featuring highlights, analysis, and stories from the week directly from us to your inbox with nothing in between.
Subscribe now

More Analysis

AI

How BigQuery Combines Data And AI For Business Transformation

AI has the power to transform how organizations derive insights, make decisions, and unlock value, but all that depends on the quality of the data. Most AI initiatives fail not because of algorithmic limitations, but because of messy, fragmented, and poorly prepared data. It’s like an orchard that cannot cross-pollinate

Cloud

Only The Biggest Neoclouds Will Survive

There are definitely easier businesses to be in than operating a neocloud. For one thing, the makers of AI accelerators, which are driving around half of systems sales worldwide these days, are hell bent in getting new compute engines in the field every year, which plays havoc with the street

AI

How Multi-Agent Systems Revolutionize Data Workflows

The biggest challenge to AI initiatives is the data they rely on. More powerful computing and higher-capacity storage at lower cost has created a flood of information,  and not all of it is clean. It is often fragmented, duplicated, poorly governed, or inadequately structured. The old rule of data processing