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Latest
  • [ June 18, 2025 ] Intel Starts Re-Engineering Its Executive Ranks Compute
  • [ June 17, 2025 ] Picking Apart AMD’s AI Accelerator Forecasts For Fun And Budgets AI
  • [ June 16, 2025 ] Sandia Deploys SpiNNaker2 Neuromorphic System Compute
  • [ June 13, 2025 ] Laser-Based Compute Promises To Light The Way To Faster Physics Sims Compute
  • [ June 12, 2025 ] AMD Plots Interception Course With Nvidia GPU And System Roadmaps Compute
  • [ June 12, 2025 ] It’s Been Three Years, So It’s Time For Another PCI-Express Speed Bump Connect
  • [ June 12, 2025 ] Cisco’s Hyperscale And Cloud AI Push Will Give It Enterprise Clout Compute
  • [ June 11, 2025 ] Peeling The Covers Off Germany’s Exascale “Jupiter” Supercomputer HPC
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AI

Picking Apart AMD’s AI Accelerator Forecasts For Fun And Budgets

June 17, 2025 Timothy Prickett Morgan 5

Given two endpoints and a compound annual growth rate between those two points over a specific amount of time is not as useful as it seems. …

AI

Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments

February 7, 2025 Timothy Prickett Morgan 2

There is a bit of AI spending one-upmanship going on among the hyperscalers and cloud builders – and now the foundation model builders who are partnering with their new sugar daddies to be able to afford to build vast AI accelerator estates to push the state of the art in model capabilities and intelligence. …

Compute

Marvell Pivots To AI Silicon, Looks Poised To Profit

December 4, 2024 Timothy Prickett Morgan 1

It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …

AI

The World Will Eat $2 Trillion In AI Servers, AI Will Eat The World Right Back

October 18, 2024 Timothy Prickett Morgan 7

Every time Lisa Su, chief executive officer at AMD, announces a new Instinct GPU accelerator, the addressable market for AI acceleration in the datacenter seems to expand. …

Compute

Ampere Arm Server CPUs To Get 512 Cores, AI Accelerator

July 31, 2024 Timothy Prickett Morgan 1

With all of the hyperscalers and major cloud builders designing their own CPUs and AI accelerators, the heat is on those who sell compute engines to these companies. …

HPC

Top500 Supers: This Is Peak Nvidia For Accelerated Supercomputers

May 13, 2024 Timothy Prickett Morgan 3

If high bandwidth memory was widely available and we had cheap and reliable fusion power, there never would have been a move to use GPU and other compute engines as vector and matrix math offload engines. …

Compute

TSMC Will Have An AI Business Bigger Than All Of Intel Foundry

April 19, 2024 Timothy Prickett Morgan 3

Everyone is in a big hurry to get the latest and greatest GPU accelerators to build generative AI platforms. …

Compute

The Tidal Wave Of Rising GPU TAM Raises All Boats

December 7, 2023 Timothy Prickett Morgan 4

The world has gone nuts for generative AI, and it is going to get a whole lot crazier. …

Compute

Nvidia Pushes Hopper HBM Memory, And That Lifts GPU Performance

November 13, 2023 Timothy Prickett Morgan 3

For very sound technical and economic reasons, processors of all kinds have been overprovisioned on compute and underprovisioned on memory bandwidth – and sometimes memory capacity depending on the device and depending on the workload – for decades. …

Compute

OpenAI To Join The Custom AI Chip Club?

October 6, 2023 Timothy Prickett Morgan 11

It would be hard to find something that is growing faster than the Nvidia datacenter business, but there is one contender: OpenAI. …

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The Next Platform is part of the Situation Publishing family, which includes the enterprise and business technology publication, The Register.

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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