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  • [ December 4, 2025 ] AWS Graviton5 Strikes A Different Balance For Server CPUs Compute
  • [ December 4, 2025 ] With Celestial AI Buy, Marvell Scales Up The Datacenter And Itself Connect
  • [ December 3, 2025 ] With Trainium4, AWS Will Crank Up Everything But The Clocks Compute
  • [ December 3, 2025 ] HPE Gets The Lead Out On Juniper-Aruba Networking Integration Connect
  • [ December 1, 2025 ] The Road To HPC And AI Profits Is Paved With Good Intentions AI
  • [ November 26, 2025 ] AI Propels Dell’s Datacenter Top Line – Bottom Line Is A Challenge Compute
  • [ November 25, 2025 ] TACC’s “Horizon” Supercomputer Sets The Pace For Academic Science HPC
  • [ November 21, 2025 ] HPC Is Not Just Riding The Coattails Of AI HPC
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Connect

Attacking Interconnects And Networks Across All Scales

November 6, 2025 Timothy Prickett Morgan 2

There are two competing forces in IT, and they are at play during the GenAI era as much as they have ever been during prior eras in the datacenter. …

AI

Software Pushes The AI Pareto Frontier More Than Hardware

October 21, 2025 Timothy Prickett Morgan 1

One of the neat things about modern AI is that a whole new generation of people in a field outside of economics (but certainly driving the modern economy) has been introduced to curves showing the Pareto frontier. …

Connect

The Third Time Will Be The Charm For Broadcom Switch Co-Packaged Optics

October 17, 2025 Timothy Prickett Morgan 0

If Broadcom says that co-packaged optics is ready for prime time and can compete with other ways of linking switch ASICs to fiber optic cables, then it is very unlikely that Broadcom is wrong. …

AI

Broadcom Goes Wide With AI Systems And Takes On The ODMs

October 13, 2025 Timothy Prickett Morgan 4

If it seems like OpenAI is shaking up the IT market every other day or so, that is because that is precisely what it is doing. …

Connect

Nvidia Takes The Commanding Lead In Datacenter Ethernet Switching

September 16, 2025 Timothy Prickett Morgan 4

Well, that didn’t take long. In April 2020, Nvidia completed its $6.9 billion acquisition of Mellanox Technologies for its InfiniBand and Ethernet switching, and a little more than five years and a GenAI boom later Nvidia has been crowned the leading revenue generator for Ethernet switching in the datacenter by IDC. …

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. …

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