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  • [ July 2, 2025 ] How Will Juniper Change HPE’s Datacenter Networking Strategy? Connect
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Dell Sets Up For A Killer Spike In AI Server Sales

May 30, 2025 Timothy Prickett Morgan 1

Back in February, Dell, the world’s largest server maker, told Wall Street that it was planning on selling and delivering $15 billion in AI servers in its fiscal 2026, when will end in early November. …

AI

The Only Thing Worse Than Selling AI Servers Is Not Selling Them

February 28, 2025 Timothy Prickett Morgan 0

For as long as we can remember, the high performance computing business was one where it has been difficult for the manufacturers that build systems to make a buck. …

Compute

GenAI Boom: Datacenter Spending Forecast Raised Again

January 23, 2025 Timothy Prickett Morgan 1

Economic and technical forces have a kind of momentum that keeps them growing even as any new technology goes through its inevitable hype cycle from innovation to inflated expectations to disillusionment to deployment into productivity. …

AI

System Spending Forecast Goes Through The Datacenter Roof

October 28, 2024 Timothy Prickett Morgan 0

The third quarter earnings season starts this week for the hyperscaler and cloud giants, and it is fortuitous that the economists and IT analysts at Gartner have updated their forecast for IT spending for 2024 and added an jaw-dropping forecast for 2025 and hinted at a brave new world of massive datacenter spending out to 2028. …

Compute

Profiting From The GenAI Boom Is Tough Even If It Democratizes

September 5, 2024 Timothy Prickett Morgan 1

Wall Street might have unreasonable expectations about how OEMs and ODMs can profit from the GenAI boom through selling GPU laden systems. …

AI

Dell’s AI Server Business Now Bigger Than VMware Used To Be

August 30, 2024 Timothy Prickett Morgan 0

We have been watching the big original equipment manufactures like a hawk to see how they are generating revenues and income from GPU-accelerated system sales. …

Compute

Supermicro Financials Get Better As The Company Gets Bigger

August 20, 2024 Timothy Prickett Morgan 2

It’s still Ketchup Week here at The Next Platform, and we are going to be circling back to look at the financials of a number of bellwether datacenter companies that we could not get to during a number of medical crisis – including but not limited to our family catching COVID when we took a week of vacation at a lake in Michigan. …

AI

Why AMD Spent $4.9 Billion To Buy ZT Systems

August 19, 2024 Timothy Prickett Morgan 10

If AMD is willing and eager to spend $4.9 billion to buy a systems company – that is more than its entire expected haul for sales of datacenter GPUs for 2024 – then you have to figure that acquisition is pretty important. …

AI

Ongoing Saga: How Much Money Will Be Spent On AI Chips?

July 15, 2024 Timothy Prickett Morgan 7

Everybody knows that companies, particularly hyperscalers and cloud builders but now increasingly enterprises hoping to leverage generative AI, are spending giant round bales of money on AI accelerators and related chips to create AI training and inference clusters. …

Compute

Sweetened IT Spending Forecast Is Not Precisely A GenAI Boom

April 23, 2024 Timothy Prickett Morgan 2

Here is a paradox for you: Spending on infrastructure to support generative AI is apparently booming, as clearly evidenced by the skyrocketing revenues and profits of Nvidia. …

About

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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