Every OEM in the world has two choices. Choice One: Sell the Nvidia AI hardware and software stack and boost the top line while diluting operating income in their systems businesses. Choice Two: Get basically no AI revenues at all excepting an AMD deal here and there and, in the …
The expectations for GenAI are unreasonably high and the pressure on Nvidia is tectonic. As we listened to the call with Wall Street going over the financial results for Nvidia’s second quarter of fiscal 2026 with Jensen Huang, who the entire world now knows but who is co-founder and chief …
As we talked about a decade ago in the wake of launching The Next Platform, quantum computers – at least the fault tolerant ones being built by IBM, Google, Rigetti, and a few others – need a massive amount of traditional Von Neumann compute to help maintain their state, assist …
With AMD having attaining more than 40 percent revenue share and more than 27 percent shipment share in the X86 server CPU market in the first half of 2025, that means two things. First, AMD is selling some big, fat X86 CPUs compared to Intel. It also means that Intel, …
Just because the center of gravity for GenAI compute and other kinds of machine learning and data analytics has shifted from the CPU to the XPU accelerator – generally a GPU these days, but not universally – does not mean that the choice of the CPU for the system hosting …
It has been clear for some time that Japan wants to have a certain amount of economic and technical independence when it comes to cloud computing in the Land of the Rising Sun. This is what the fork in indigenous Arm server processor design with the “Monaka” CPU, which came …
Doubling the transistor count every two years and therefore cutting the price of a transistor in half because you can cram twice as many on a given area transformed computing and drove it during the CMOS chip era. But that Moore’s Law math also means something else. Given a slightly …
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SPONSORED POST: As organizations race to harness the potential of AI, many are discovering that their existing data architectures are struggling to keep up. Traditional warehouses and lakes often lack the flexibility and speed required to support AI-driven analytics. The challenge lies in unifying diverse data sources, ensuring accessibility, and …
Years before Amazon Web Services launched in March 2006, there were a slew of grid computing startups and incumbent system makers – and a few of them with deep supercomputing experience – that were hawking remotely accessible, utility-style computing on demand. This nascent grid computing drove somewhere around $1 billion …
SPONSORED POST: For years, data science and engineering teams have faced a familiar challenge: turning vast, messy datasets into timely, reliable insights. Ingesting and preparing data from multiple warehouses and lakes can be laborious, while the growing variety and volume of sources only adds complexity. The result is often a …
There are four businesses that are very difficult for an equipment manufacturer in the IT sector to make any money on: smartphones, PCs, datacenter servers, and services. And Lenovo is one of the biggest shippers of both, and it has done a remarkable job taking the Motorola smartphone business and …
Sometimes, when datacenter computing does a paradigm shift, things get cheaper, like the move to RISC/Unix systems in the 1990s, and then to X86 systems in the 2000s. At other times, there is an architectural shift or addition as well as a paradigm shift, and things get more expensive – …
Speaking metaphorically, the blast area of a datacenter should only be so large, for mechanical as well as technical reasons, in order to mitigate the risk of a failure taking out too many machines. This is one reason why companies build datacenter regions, with multiple datacenters, rather than one giant …
Jayshree Ullal, the chief executive officer of Arista Networks, has been pointing at the $10 billion revenue upper decks since the beginning of the AI boom, but is understandably hesitant about saying when the company would cross that threshold. Back in February, we did the math and said that Arista …
Being in the high performance computing business, as AMD most definitely is, has its ups and downs. Choppiness of revenues and profits was a way of life for Cray and Silicon Graphics as well as for the HPC divisions of IBM, Dell, and Hewlett Packard as well. But a trade …
With cloud computing, HPC, and now AI driving enterprise computing and the technical challenges and cost connected to semiconductor design and manufacturing increasing, demand for chiplet architectures continues to increase. Intel, AMD, and other system-on-a-chip (SoC) manufacturers for several years have been growing their chiplet capabilities, pulling together smaller, reusable …
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