But virtue of its scale out capability, which is key for driving the size of absolutely enormous AI clusters, and to its universality, Ethernet switch sales are booming, and if the recent history is any guide, we can expect Ethernet revenues will climb exponentially higher in the coming quarters as well. …
Updated: As we expected, the “Vista” supercomputer that the Texas Advanced Computing Center installed last year as a bridge between the current “Stampede-3” and “Frontera” production systems and its future “Horizon” system coming next year was indeed a precursor of the architecture that TACC would choose for the Horizon machine. …
Jayshree Ullal, the chief executive officer of Arista Networks, has been pointing at the $10 billion revenue upper decks since the beginning of the AI boom, but is understandably hesitant about saying when the company would cross that threshold. …
When it comes to networking, the rules around here at The Next Platform are simple. …
With the months-long blip in manufacturing that delayed the “Blackwell” B100 and B200 generations of GPUs in the rear view mirror and nerves more calm about the potential threat that the techniques used in the AI models of Chinese startup DeepSeek better understood, Nvidia’s final quarter of its fiscal 2025 and its projections for continuing sequential growth in fiscal 2026 will bring joy to Wall Street. …
Maybe they should have called it DeepFake, or DeepState, or better still Deep Selloff. …
Supercomputer interconnects have not been this exciting in a long time, but the confluence of forces have come together to put high speed, low latency networks at the forefront of systems architecture. …
Welcome to the second part in our series of chats with J Metz, chair of the Ultra Ethernet Consortium. …
The concrete has been poured and the first containers that will house the exascale-class “Jupiter” system at Forschungszentrum Jülich in Germany are being lifted into place for the modular datacenter that will be the home of the massive machine. …
The companies under the control of Elon Musk – SpaceX, Tesla, xAI, and X (formerly known as Twitter) – all need a hell of a lot of GPUs, and all for their own specific AI or HPC projects. …
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