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Latest
  • [ May 20, 2025 ] Dell Is Determined To Gets Its Piece Of The AI Enterprise Pie Compute
  • [ May 19, 2025 ] Nvidia Licenses NVLink Memory Ports To CPU And Accelerator Makers Connect
  • [ May 16, 2025 ] How Is Neocloud TensorWave Paying for Its Fairly Large AMD Cluster? Compute
  • [ May 15, 2025 ] Pushing AI System Cooling To The Limits Without Immersion AI
  • [ May 15, 2025 ] Intel Xeon 6 CPUs Carve Out Their Territory In AI, HPC Compute
  • [ May 14, 2025 ] Saudi Arabia Has The Wealth – And Desire – To Become An AI Player AI
  • [ May 14, 2025 ] Taking On VMware, HPE Mashes Up VM Essentials With Morpheus Cloud Controller Control
  • [ May 12, 2025 ] Armv9 Architecture Helps Lift Arm To New Financial Heights Compute
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Dell Is Determined To Gets Its Piece Of The AI Enterprise Pie

May 20, 2025 Jeffrey Burt 0

For much of the two-plus years since ChatGPT hit the market and kicked off the generative AI frenzy, the market tilted toward well-resourced hyperscalers like Google, Amazon Web Services, and Microsoft as well as Tier 2 cloud service providers, with powerful – and expensive – accelerators and massive large language models like Meta’s Llama with 405 billion parameters. …

Compute

How Is Neocloud TensorWave Paying for Its Fairly Large AMD Cluster?

May 16, 2025 Timothy Prickett Morgan 0

If you are a neocloud – and there seem to be more of these popping up like mushrooms in a moist North Carolina spring in the mountains – then you are going to need a pricing edge and a niche offering to compete with the big clouds and rival neoclouds. …

AI

Pushing AI System Cooling To The Limits Without Immersion

May 15, 2025 Timothy Prickett Morgan 1

Here is a question for you. What is harder to get right now: 1,665 of Nvidia’s “Blackwell” B200 GPU compute engines or 10 megawatts of power for a four year contract in the Northeast region of the United States? …

Connect

No “Doom And Gloom” In The First Half For Arista

May 12, 2025 Timothy Prickett Morgan 0

There has been no shortage of turmoil in the global economy thanks to war – trade and otherwise – and skirmish and terror of various kinds and severity. …

Compute

Supermicro Hiccups On Hopper, Pulls $40 Billion Guidance For Fiscal 2026

May 8, 2025 Timothy Prickett Morgan 5

Nvidia co-founder and chief executive officer Jensen Huang did not do his OEM and ODM partners, who are the company’s main route to bring the infrastructure underpinning GPU systems to market, any favors when he suggested its “Hopper” GPU platforms would be blown away by their “Blackwell” kickers. …

Cloud

Amazon Says It Can Embiggen AWS Past “Multi-$100 Billion” With AI

May 2, 2025 Timothy Prickett Morgan 0

Here is how you know the cloud revolution is not done: Throughout the 77 quarter financial history of Amazon Web Services, which was formally launched in March 2006, there have been so few quarters of sequential revenue decline that you can literally count them on one hand. …

AI

AI Steady, Cloud Accelerating Gives Microsoft A Big Datacenter Boost

May 1, 2025 Timothy Prickett Morgan 1

Wall Street has been looking for some good news, and Microsoft came through with its financial results for the third quarter of its fiscal 2025 as its cloud business – and to be specific, its non-AI cloud business – grew much more strongly than expected. …

Cloud

Google Cloud Revenues And Profits Flattening Out

April 30, 2025 Timothy Prickett Morgan 0

Every business has its patterns, and so it is with Google and its hodgepodge of advertising and cloud computing. …

Compute

With “Ironwood” TPU, Google Pushes The AI Accelerator To The Floor

April 9, 2025 Timothy Prickett Morgan 1

If you want to be a leading in supplying AI models and AI applications, as well as AI infrastructure to run it, to the world, it is also helpful to have a business that needs a lot of AI that can underwrite the development of homegrown infrastructure that can be sold side-by-side with the standard in the industry. …

AI

A Deep Dive Into Datacenter And Server Spending Forecasts

April 7, 2025 Timothy Prickett Morgan 2

Spending on AI systems in 2024 just utterly blew by the expectations of the major market researchers and those who dabble in metrics like we do. …

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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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