AI
Dell Says It Can Finally Make Some Big Money On GenAI
It is one thing for the market researchers of the world to make prognostications about hardware, software, and services spending relating to the GenAI boom. …
GPU
Compute
Meta Buys Rivos To Accelerate Compute Engine Engineering
Of all of the hyperscalers and cloud builders, Meta Platforms has always been the one that we expected to design and have manufactured its own CPU and XPU accelerator compute engines. …
Store
Micron Humming Along On All Memory Cylinders
The United States may not have an indigenous foundry that makes high performance XPU compute engines for AI and HPC applications, but it certainly does have a home-based maker of high performance memory in Micron Technology. …
AI
Oracle Cloud Can Be As Big As AWS This Decade
Wouldn’t it be funny if Larry Ellison, who has become the elder statesman of the datacenter, had the last laugh on the cloud builders and model builders by beating them at their own game? …
Compute
Nvidia Disaggregates Long-Context Inference To Drive Bang For The Buck
It is beginning to look like that the period spanning from the second half of 2026 through the first half of 2027 is going to be a local maximum in spending on XPU-accelerated systems for AI workloads. …
Compute
HPE Systems Rebound As Juniper Brings A Further Boost
Sales of GPU-accelerated servers are still hurting margins at Hewlett Packard Enterprise, as they are doing at all OEMs and probably the ODMs, too, but the good news is that they will be hurting less and less as sales of beefier and more profitable general purpose servers are on the rise and as sovereign clouds and neoclouds turn to HPE for iron and pay higher unit prices for gear. …
Compute
Why Is Japan Still Investing In Custom Floating Point Accelerators?
It has taken nearly two decades and an immense amount of work by millions of people for high performance computing to go mainstream with GenAI. …
Compute
With AI Boom, Dell’s Datacenter Biz Is Finally Bigger Than Its PC Biz
Every OEM in the world has two choices.
Choice One: Sell the Nvidia AI hardware and software stack and boost the top line while diluting operating income in their systems businesses. …
AI
Nvidia Sets The Datacenter Growth Bar Very High As Compute Sales Dip
The expectations for GenAI are unreasonably high and the pressure on Nvidia is tectonic. …
Compute
IBM And AMD Tag Team On Hybrid Classical-Quantum Supercomputers
As we talked about a decade ago in the wake of launching The Next Platform, quantum computers – at least the fault tolerant ones being built by IBM, Google, Rigetti, and a few others – need a massive amount of traditional Von Neumann compute to help maintain their state, assist with qubit error correction, and assist with their computations. …