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  • [ 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
  • [ June 10, 2025 ] Top500 Supers: Even Accelerators Can’t Bend Performance Up To The Moore’s Law Line HPC
  • [ June 9, 2025 ] Broadcom At The Crossroads Between Merchant And Custom Silicon AI
  • [ June 6, 2025 ] Dell’s Advice To Enterprises: Buy AI, Don’t Try To Build It Compute
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Compute

Gordian Knot: Broadcom And TSMC To Cut Intel Into Two?

February 18, 2025 Timothy Prickett Morgan 7

People are impatient for Intel to get fixed, and have been for many years. …

Compute

TSMC Can’t Be Caught Or Bought, Only Sought Or Stolen

January 16, 2025 Timothy Prickett Morgan 4

It is not hard to figure out who is in the catbird seat in the semiconductor foundry business. …

Compute

The Irony Of AWS Being Intel’s Latest Savior

September 17, 2024 Timothy Prickett Morgan 6

Intel needs a whole lot of big wins for both its chip design and selling business and its increasingly arm’s length foundry business if it is going to turn itself around and be competitive with AMD and Nvidia on the left hand and with Taiwan Semiconductor Manufacturing Co on its right. …

AI

TSMC Seeks To Make Itself More Indispensable Than It Already Is

July 18, 2024 Timothy Prickett Morgan 3

Taiwan Semiconductor Manufacturing Co already has a de facto monopoly – one that it has earned – when it comes to the manufacturing of datacenter compute engines. …

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

Can Marvell Profit As It Tries To Triple Its Business By 2028?

June 21, 2024 Timothy Prickett Morgan 10

A rising tide may lift all boats, and that is a good thing these days with any company that has an AI oar in the water. …

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

Intel’s Chips No Longer Pay More Than Their Fair Share Of Foundry Costs

April 4, 2024 Timothy Prickett Morgan 10

The biggest benefit that is coming from the separation of the Intel chip design and marketing business from its foundry operations is that Intel’s chip product groups no longer have to shoulder the totality of the immense costs of its manufacturing operations. …

Compute

TSMC Is A Bellwether For IT, But It Is Not The Weather Of All IT

January 22, 2024 Timothy Prickett Morgan 0

There is no question that Taiwan Semiconductor Manufacturing Co is one of the best bellwethers of the IT industry. …

Compute

The Chips Are Down For TSMC, But Not For Long

April 22, 2023 Timothy Prickett Morgan 2

Every three years or so, Taiwan Semiconductor Manufacturing Co has a personal recession. …

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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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