Nvidia may be shipping its “Blackwell” B100, B200, and GB200 compute engines, but not in enough volumes for server maker Supermicro to meet its revenue expectations in the quarter ended in December. …
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. …
People – and when we say “people” we mean “Wall Street” as well as individual investors – sometimes have unreasonable expectations. …
When we first started The Next Platform a decade ago, there was not really much of a reason to cover the company’s datacenter efforts. …
If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to figure out how to get GPU-accelerated systems, you ought to try to convince the same companies to upgrade to Windows Server 2025, which launched last November. …
It is not hard to figure out who is in the catbird seat in the semiconductor foundry business. …
Perhaps no document has ever had a more appropriate title than the “Interim Final Rule on Artificial Intelligence Diffusion” announced by the Biden Administration and the US Department of Commerce today. …
Chip maker and enterprise software player Broadcom announced its financial results for the final quarter of its fiscal 2024 today, which ended on November third, and all we kept thinking about as chief executive officer Hock Tan went over the numbers was the question in the title above. …
This probably happens more than we know, but sometimes OEMs and ODMs walk away from big deals because something is fishy. …
There is a fractal nature in modern computing that is only becoming more and more apparent as workloads have long since outstripped the capacity of a single server. …
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