Ever since Nvidia reported its most recent financial results, where company co-founder and chief executive officer Jensen Huang said that there would be somewhere between $3 trillion and $4 trillion in spending on AI between now and the end of the decade, we have been on the prowl for any market research that backs up this claim or is its source. …
As we have said many times here at The Next Platform, the only way to predict the actual future is to live it. …
There is not one Ethernet business, but several, and now, with the evolution of Ethernet switches for back-end AI cluster networks, there is a new one that has the possibility to dominate revenues and profits. …
Spending on AI systems in 2024 just utterly blew by the expectations of the major market researchers and those who dabble in metrics like we do. …
Two decades ago, the hyperscalers and cloud builders started remaking the Ethernet switch market in the datacenter in their own image, and now it looks like AI training and inference is going to morph Ethernet switching in the datacenter once again. …
The IT infrastructure market is undergoing its own kind of climate change thanks to the overheating of the market due to the GenAI boom. …
The original design manufacturers, or ODMs, as well as the portions of the original equipment manufacturers, or OEMs, that act like ODMs in that they create custom machines for hyperscalers and cloud builders and sell that at high volume and low margin, have long since taken over the server market. …
The AI boom is going sonic, and it looks like we had all better cover our ears if we want to be able to hear by the end of the holiday season if the prognostications of the box counters at IDC are correct. …
No one like the R word, but we don’t shy away from data and calling it like we see it. …
For a decade before the generative AI boom took off in late 2022, classical artificial intelligence, used for all kinds of self-learning predictive algorithms, was destined to be a very large component of the IT stack at most organizations in the world. …
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