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  • [ October 17, 2025 ] The Third Time Will Be The Charm For Broadcom Switch Co-Packaged Optics Connect
  • [ October 17, 2025 ] How HPC Is Igniting Discoveries In Dinosaur Locomotion – And Beyond HPC
  • [ October 16, 2025 ] TSMC Is Running Ahead Of Forecasts On AI Growth Compute
  • [ October 15, 2025 ] Ellison: Oracle Is Leveraging All Of Its Advantages To Build A Different Cloud AI
  • [ October 14, 2025 ] Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks Compute
  • [ October 14, 2025 ] Google Rolls Up Gemini And AI Tools Into An Enterprise Platform AI
  • [ October 13, 2025 ] Broadcom Goes Wide With AI Systems And Takes On The ODMs AI
  • [ October 10, 2025 ] IBM Ships Homegrown “Spyre” Accelerators, Embraces Anthropic For AI Push AI
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AI

Field Of GPUs

September 15, 2025 Timothy Prickett Morgan 2

“If you build it, they will come,” as we all learned from watching Field of Dreams two and a half decades ago. …

Compute

Broadcom Lands Shepherding Deal For OpenAI “Titan” XPU

September 5, 2025 Timothy Prickett Morgan 3

Broadcom turned in its financial results for its third quarter last night, and all of the tongues in the IT sector are wagging about how the chip maker and enterprise software giant has landed a fourth customer for its burgeoning custom XPU design and shepherding business. …

Compute

Marvell’s Custom XPU Pipeline Is A Declaration Of AI Independence

September 3, 2025 Timothy Prickett Morgan 1

There is no question that one of the smartest things that chip designer, packager, and manufacturing process manager Marvell Technology did was to shell out $650 million in May 2019 to buy Avera Semiconductor. …

AI

Nvidia Sets The Datacenter Growth Bar Very High As Compute Sales Dip

August 27, 2025 Timothy Prickett Morgan 4

The expectations for GenAI are unreasonably high and the pressure on Nvidia is tectonic. …

HPC

Nvidia Tapped To Accelerate RIKEN’s FugakuNext Supercomputer

August 22, 2025 Timothy Prickett Morgan 2

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. …

Connect

Google Is Already Using The Future AI Network You Might Get In 2028

August 21, 2025 Timothy Prickett Morgan 3

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. …

Connect

Broadcom Stretches Switching Across Datacenters With Jericho 4

August 13, 2025 Timothy Prickett Morgan Comments Off on Broadcom Stretches Switching Across Datacenters With Jericho 4

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. …

Connect

Big AI Wave Will Lift Arista To $10 Billion Two Years Early

August 12, 2025 Timothy Prickett Morgan 1

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. …

AI

OpenAI Datacenters Follow The Money To Abu Dhabi

May 23, 2025 Timothy Prickett Morgan 1

All things being equal, you probably would not build a 5 gigawatt datacenter on Earth in the desert near the equator. …

Connect

Nvidia Licenses NVLink Memory Ports To CPU And Accelerator Makers

May 19, 2025 Timothy Prickett Morgan 3

There are many reasons why Nvidia is the hardware juggernaut of the AI revolution, and one of them, without question, is the NVLink memory sharing port that started out on its “Pascal” P100 GOU accelerators way back in 2016. …

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TNP  offers in-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Read more…

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