Compute
Marvell Pivots To AI Silicon, Looks Poised To Profit
It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …
hyperscale
Cloud
Cloud Spending To Top $1 Trillion In Four Years
There is some uncertainty about global IT spending in the broadest sense in 2023 and beyond, and but Synergy Research, which watches the cloud segment like a hawk, is very bullish on cloud spending in its various guises. …
Compute
Xeon D Refresh: The Little Hyperscale Engine That Could
The datacenter server has been the center of gravity for compute for decades. …
Compute
AMD “Dimensions For Success” In The Datacenter
Only two quarters ago, AMD’s datacenter business – meaning sales of Epyc CPUs plus Instinct GPU accelerators – broke through $1 billion. …
Cloud
Amazon Is The Flywheel, AWS Is The Cash Register
The coronavirus pandemic giveth to Amazon retail business and its Amazon Web Services cloud business, and the pandemic taketh away from the Amazon retail business. …
Compute
Minimalist Hyperscale Servers For The Rest Of Us
Server component and system maker Supermicro is known for being out in front when any X86 processor comes to market and often shoots the gap between ODMs, who have a relatively small number of large customers, and OEMs, who have a large number of relatively small customers. …
Compute
Custom Servers Cool, Custom Storage White Hot
If the server and storage markets are bellwethers for the underlying strength of the economy, as we at The Next Platform believe, then the global economy has been perhaps more healthy than other indicators might have been pointing to. …