Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in 2026. But the number that jumped out to us when reviewing Microsoft’s second quarter of fiscal 2026, which ended in December, was that …
If you want to know the state of the art in GenAI model development, you watch what the Super 8 hyperscalers and cloud builders are doing and you also keep an eye on the major model builders outside of these companies – mainly, OpenAI, Anthropic, and xAI as well as …
Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to OpenAI as it builds its latest GPT models. And that gives Microsoft two reasons to build a better Maia AI accelerator, which it has just announced that …
With the hyperscalers and the cloud builders all working on their own CPU and AI XPU designs, it is no wonder that Nvidia has been championing the neoclouds that can’t afford to try to be everything to everyone – this is the very definition of enterprise computing – and that, …
Amid the myriad discussions about AI – from the astounding amount of money being spent by vendors and enterprises and the debate about actual ROI those businesses are getting to the technology’s effect on cybersecurity, jobs, and the fear of disinformation and resulting distrust – it’s easy to forget its …
SPONSORED Your phone buzzes at 2 AM. The website is down. Slack has become a wall of red alerts, and customers are already tweeting. You stare at the screen, still half-asleep, trying to figure out where to even begin looking. This is the ritual that site reliability engineers (SREs) know …
Intel has been pushing its two-core server CPU strategy for so long, in one form or another, that we have become accustomed to differentiating products the way Intel does and then try to figure out what workloads these chips might be useful for. The Atom and E-core chips, which have …
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Meta Platforms is not happy just being the social network for the world anymore. It’s aspirations, driven by the GenAI Boom, are much, much larger. So much so that the company has to figure out a way to work with the national governments of the world to become a player …
The first company that can make a UALink switch with high radix – meaning lots of ports – and high aggregate bandwidth across those ports that can compete toe-to-toe with Nvidia’s NVSwitch memory fabric and NVLink ports is going to make a lot of money. Aptly named chip upstart Upscale …
No, we did not miss the fact that Nvidia did an “acquihire” of AI accelerator and system startup and rival Groq on Christmas Eve. But, because our family was traveling on Christmas Day and The Next Platform was on holiday, we knew we would have to circle back to suss …
If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first to know. And, should the GenAI market deflate, it will be because all of the big players in the market – the hyperscalers, the cloud builders, …
If GenAI is going to go mainstream and not just be a bubble that helps prop up the global economy for a couple of years, AI inference is going to have to come down in price – and do so faster than it has done thus far. Token generation is …
As the year came to an end, we tore apart IDC’s assessments for server spending, including the huge jump in accelerated supercomputers for running GenAI and more traditional machine learning workloads and as this year got started, we did forensic analysis and modeling based on the company’s reckoning of Ethernet …
AI is having a seismic impact on processes across all industries, speeding things up and driving costs down. And digital twins aren’t immune to the tectonics. McKinsey & Co wrote that creating a digital twin for such specialized applications like routing vehicles or creating a production schedule for multiple machines …
But virtue of its scale out capability, which is key for driving the size of absolutely enormous AI clusters, and to its universality, Ethernet switch sales are booming, and if the recent history is any guide, we can expect Ethernet revenues will climb exponentially higher in the coming quarters as …
In the early days of D-Wave’s history, the company made a decision to pursue annealing as its first technology to build a quantum computer because it promised to offer the fastest path to commercial quantum computing. That’s what Trevor Lanting, the company’s chief development officer, reminded us this week as …
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