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  • [ May 12, 2025 ] Armv9 Architecture Helps Lift Arm To New Financial Heights Compute
  • [ May 12, 2025 ] No “Doom And Gloom” In The First Half For Arista Connect
  • [ May 9, 2025 ] China Export Controls Whack AMD Datacenter GPU Business AI
  • [ May 8, 2025 ] Supermicro Hiccups On Hopper, Pulls $40 Billion Guidance For Fiscal 2026 Compute
  • [ May 6, 2025 ] Cisco Pulls Together A Quantum Network Architecture Connect
  • [ May 2, 2025 ] Amazon Says It Can Embiggen AWS Past “Multi-$100 Billion” With AI Cloud
  • [ May 1, 2025 ] AI Steady, Cloud Accelerating Gives Microsoft A Big Datacenter Boost AI
  • [ April 30, 2025 ] With Its Llama API Service, Meta Platforms Finally Becomes A Cloud AI
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Armv9 Architecture Helps Lift Arm To New Financial Heights

May 12, 2025 Timothy Prickett Morgan 0

The Armv9 architecture has a lot of technical enhancements to commend it, but as far as Arm Holdings, the creator and licensor of the Arm architecture, is concerned one of the best features of Armv9, which was first unveiled four years ago, is that it comes with a higher royalty fee than prior Armv7 and Armv8 architectures. …

Compute

“No Quick Fixes” As Intel Losses And Restructurings Continue

April 25, 2025 Timothy Prickett Morgan 4

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. …

Compute

Google Woos HPC Centers With Fast CPUs And Networks

April 13, 2025 Timothy Prickett Morgan 2

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

March 7, 2025 Timothy Prickett Morgan 2

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

February 20, 2025 Timothy Prickett Morgan 12

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?

February 10, 2025 Timothy Prickett Morgan 3

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?

February 6, 2025 Timothy Prickett Morgan 3

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

February 4, 2025 Timothy Prickett Morgan 2

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

January 30, 2025 Timothy Prickett Morgan 7

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

November 20, 2024 Timothy Prickett Morgan 1

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. …

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About

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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