ISG Archives - The Next Platform

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[ July 18, 2025 ] How Long Before Half Of TSMC’s Sales Are Driven By AI? Compute
[ July 17, 2025 ] Broadcom Tries To Kill InfiniBand And NVSwitch With One Ethernet Stone Connect
[ July 16, 2025 ] The World’s Most Powerful Server Embiggens A Bit With Power11 Compute
[ July 15, 2025 ] The Art Of The GPU Deal AI
[ July 14, 2025 ] Brazil Lays The Hardware Foundation For Its AI Ambitions AI
[ July 10, 2025 ] Sizing Up AWS “Blackwell” GPU Systems Against Prior GPUs And Trainiums Cloud
[ July 10, 2025 ] Will Companies Build Or Buy Their GenAI Models? AI
[ July 10, 2025 ] How BigQuery Combines Data And AI For Business Transformation AI

Compute

Lenovo Breaks Even On Datacenter Hardware, Makes It Up In Services

May 23, 2025 Timothy Prickett Morgan 0

Here is how you know you are in a tough business: No matter what you do, no matter how hard your people work and how smart they are, no matter that you are riding the wild tiger of AI growth and revenues have grown marvelously, you can’t make any money. …

Dell’s AI Server Business Now Bigger Than VMware Used To Be

August 30, 2024 Timothy Prickett Morgan 0

We have been watching the big original equipment manufactures like a hawk to see how they are generating revenues and income from GPU-accelerated system sales. …

Riding The Steadily Rising Enterprise IT Market

November 22, 2022 Timothy Prickett Morgan 0

It is tough to get excited about mature markets that grow at a steady rate unless it happens to be the most profitable part of the market. …