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  • [ September 18, 2025 ] Nvidia And Hyperscaler Friends Do Massive AI Deals In The UK AI
  • [ September 17, 2025 ] Google Shows Off Its Inference Scale And Prowess AI
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  • [ September 11, 2025 ] Nvidia Disaggregates Long-Context Inference To Drive Bang For The Buck Compute
  • [ September 10, 2025 ] OpenAI Lays Out The Principles Of Global-Scale Computing Compute
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Azure Can’t Make Up For On Premises Profit Decline At Microsoft

January 29, 2025 Timothy Prickett Morgan 2

If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to figure out how to get GPU-accelerated systems, you ought to try to convince the same companies to upgrade to Windows Server 2025, which launched last November. …

AI

OpenAI Declares Its Hardware Independence (Sort Of) With Stargate Project

January 22, 2025 Timothy Prickett Morgan 1

The dependency dance between AI pioneer OpenAI and the Microsoft Azure cloud and the application software divisions of its parent company are fascinating to watch. …

Compute

Microsoft Stargate: The Next AI Platform Will Be An Entire Cloud Region

April 1, 2024 Timothy Prickett Morgan 9

The first thing to note about the rumored “Stargate” system that Microsoft is planning to build to support the computational needs of its large language model partner, OpenAI, is that the people doing the talking – reportedly OpenAI chief executive officer Sam Altman – are talking about a datacenter, not a supercomputer. …

AI

Anthropic Fires Off Performance And Price Salvos In AI War

March 5, 2024 Timothy Prickett Morgan 4

It is a strange time in the generative AI revolution, with things changing on so many vectors so quickly it is hard to figure out what all of this hardware and software and people-hours costs and what it might be worth when it comes to transforming, well, just about everything. …

AI

SambaNova Pits LLM Collective Against Monolithic AI Models

February 28, 2024 Timothy Prickett Morgan 1

There is more than one way to get to a large language model with over 1 trillion parameters that can do lots of different things and enterprises can use to create AI training and inference infrastructure to extend and enrich their thousands of applications. …

Compute

OpenAI To Join The Custom AI Chip Club?

October 6, 2023 Timothy Prickett Morgan 11

It would be hard to find something that is growing faster than the Nvidia datacenter business, but there is one contender: OpenAI. …

AI

The Balancing Act Of Training Generative AI

July 17, 2023 Timothy Prickett Morgan 6

We learn a lot of lessons from the hyperscalers and HPC centers of the world, and one of them is that those who control their own software control their own fates. …

AI

Lining Up The “El Capitan” Supercomputer Against The AI Upstarts

July 10, 2023 Timothy Prickett Morgan 15

The question is no longer whether or not the “El Capitan” supercomputer that has been in the process of being installed at Lawrence Livermore National Laboratory for the past week – with photographic evidence to prove it – will be the most powerful system in the world. …

AI

Cerebras Smashes AI Wide Open, Countering Hypocrites

March 29, 2023 Timothy Prickett Morgan 9

We could have a long, thoughtful, and important conversation about the way AI is transforming the world. …

AI

Inside The Infrastructure That Microsoft Builds To Run AI

March 21, 2023 Timothy Prickett Morgan 0

Like the rest of the world, we have been watching Microsoft’s increasing use of foundation models as it transforms its services and software. …

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TNP  offers in-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Read more…

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