Compute
“No Quick Fixes” As Intel Losses And Restructurings Continue
Intel’s new chief executive officer, Lip-Bu Tan, has his work cut out for him, just like his predecessor, Pat Gelsinger, did several years ago. …
CPU
Compute
Google Woos HPC Centers With Fast CPUs And Networks
The HPC centers of the world like fast networks and compute, but they are also always working under budget constraints unlike their AI peers out there in the enterprise, where money seems to be unlimited to what sometimes looks like an irrationally exuberant extent. …
Compute
Broadcom And Marvell Ride The Compute Engine Independence Wave
Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably dominant – share of AI inference. …
Compute
Sizing Up Compute Engines For HPC Work At 64-Bit Precision
If you want a CPU that has the floating point performance of a GPU, all you have to do is wait six or so years and the CPU roadmaps can catch up. …
Compute
Intel Datacenter Chief Departs To Run Nokia – Now What?
After only a little more than a year of running Intel’s Data Center and AI group – which is probably about as much fun right now as falling down the stairs – Justin Hotard has departed the chip maker to become the next chief executive officer of Nokia, which interestingly enough has a renewed interest in building cloud networks and making money at that. …
Compute
How Much Money Does Arm Make In The Datacenter?
As we have been saying for quite some time, when it comes to datacenter CPUs, we think that homegrown Arm processors (as well as those made by independents Ampere Computing and Huawei Technologies) will eventually represent at least half of the computing capacity that the hyperscalers and major cloud builders install. …
Compute
AMD Moves Up Instinct MI355X Launch As Datacenter Biz Hits Records
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. …
Compute
The Road Ahead For Datacenter Compute Engines: The CPUs
Updated with just-announced Intel roadmap changes.
It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. …
AI
Nvidia Datacenter Revenues Still Booming, “Blackwell” Platforms On Track
We have said it before, and we will say it again as everyone is chewing on the financial results that Nvidia just turned in for its third quarter of fiscal 2025 ended in October. …
Compute
The Server Recession Ends, And Both Intel And AMD Won
Anyone who thinks that Intel is easy to kill need look no further than the historical trends of the Mercury Research market share statistics that we see each quarter. …