Connect
How Long Until The ODMs Take Over Ethernet Switching?
For more than a year now, we have been talking about how investments in AI servers have put a damper on budgets for servers used to support other corporate applications. …
IDC
Compute
Server And Storage Spending Growth Looks Rosy Out To 2027
For a market that is so integral to the global economy, it sure is hard to get a complete dataset on quarterly and annual spending on information technology. …
Connect
Ethernet Switching Bucks The Server Recession Trend
You might be thinking that with all of the investment in AI systems these days that the boom in InfiniBand interconnect sales would be eating into sales of high-end Ethernet interconnects in the datacenter. …
AI
Great Accelerations: Just How Much Will We Spend On GenAI Again?
Ever since the launch of the “Antares” MI300X and MI300A compute engines by AMD back in early December, we have been mulling over the spending forecasts for AI spending in general and for infrastructure and accelerators more specifically. …
Connect
Supply Chain Easing Creates Ethernet Switching Boom
There are a lot of things going on in the datacenter and campus interconnect markets, but one of the weirder things we observe from the most recent market data coming out of IDC about the Ethernet portion of this market is that it is like a country music record being played backwards. …
Compute
Just How Big – Or Small – Is The Quantum Computing Racket?
There is no question in our minds here at The Next Platform that quantum computing, in some fashion, will be part of the workflow for solving some of the peskiest computational problems the world can think of. …
AI
Three Common Reasons For Analytics And AI Project Failure
ADVERTORIAL: According to the 2023 Dataiku-sponsored IDC InfoBrief — Create More Business Value From Your Organizational Data — “Although [AI] adoption is rapidly expanding, project failure rates remain high. …
Compute
AI To The Rescue For Server And Storage Spending In Q1
Here’s a fun question and don’t cheat by asking ChatGPT. What is more valuable, an ounce of gold or an ounce of an Nvidia “Hopper” H100 GPU accelerator? …
Cloud
Cloud Spending Curtailed, On Premises Spending Heading Into Recession
The central bankers of the world want to curb inflation by putting a serious crimp in demand, and it looks like they may get what they want – sort of – in 2023 when it comes to datacenter infrastructure. …
Connect
A Bumper Crop Of Ethernet Switches Harvested In Q4
With each passing year, the phrase “The network is the computer,” coined in 1984 by John Gage, director of research and co-founder of Sun Microsystems, becomes more and more true. …