Compute
How Long Before Half Of TSMC’s Sales Are Driven By AI?
Here at The Next Platform, the quarterly earnings season starts with Taiwan Semiconductor Manufacturing Co. …
AI
Connect
Silicon One: Many Cisco Chips With One Architecture Chasing Many AI Workloads
With AI being the biggest change in IT infrastructure since the Dot Com boom, it was no surprise that at the annual Cisco Live event last month in San Diego, the focus was on AI – and particularly agentic AI – and how the networking giant differentiates itself from other infrastructure vendors when it comes to the emerging technology. …
Connect
How Will Juniper Change HPE’s Datacenter Networking Strategy?
It has taken the better part of a year and a half and some wrangling with the US Department of Justice to get it done, but Hewlett Packard Enterprise has finally completed its $14 billion acquisition of Juniper Networks. …
AI
Even AI Can’t Predict How Much Accelerated Iron The World Will Buy
As we have said many times here at The Next Platform, the only way to predict the actual future is to live it. …
Compute
HPE Throws Everything At AI – And AI At Everything
Hewlett Packard Enterprise has kept a steady drumbeat for much of the year as it looks to position itself as the go-to IT hardware and software vendor for the rapidly expanding AI market, which has grown from chatbots to AI agents in under three years. …
Compute
Intel Starts Re-Engineering Its Executive Ranks
It has been two and a half months since new chief executive officer Lip-Bu Tan gave the keynote at Intel’s Vision 2025 event, and the company has been relatively quiet by its own standards over the past several decades as Tan gets the lay of the land and tries to plot out the course of the company to rebuild its foundry business and reorient and focus its chip design and sales business. …
AI
Picking Apart AMD’s AI Accelerator Forecasts For Fun And Budgets
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. …
Compute
AMD Plots Interception Course With Nvidia GPU And System Roadmaps
To a certain extent, Nvidia and AMD are not really selling GPU compute capacity as much as they are reselling just enough HBM memory capacity and bandwidth to barely balance out the HBM memory they can get their hands on, thereby justifying the ever-embiggening amount of compute their GPU complexes get overstuffed with. …
Compute
Cisco’s Hyperscale And Cloud AI Push Will Give It Enterprise Clout
Much of the business that Cisco Systems and others have been doing in the AI infrastructure field since OpenAI lit the generative AI fuse with ChatGPT in November 2022 has been deploying hardware and software with the hyperscalers, a lucrative business that led company executives to promise to sell as much as $1 billion in back-end network technology by the end of its fiscal year and then to blow past that a quarter early. …
AI
Broadcom At The Crossroads Between Merchant And Custom Silicon
After three relatively short years of explosive growth thanks to the GenAI boom, AI is driving half of systems revenues worldwide already. …