server Archives - The Next Platform

The Road To HPC And AI Profits Is Paved With Good Intentions

December 1, 2025 Timothy Prickett Morgan 2

With a profitable PC business that has 25 percent of global shipments (thanks in large part to its acquisition of IBM’s PC business two decades ago) plus a respectable smartphone business (by virtue of its Motorola acquisition), the client device business at Lenovo is finally back to where it was during the peak of the coronavirus pandemic and is consistently delivering what are decent profits for this cut-throat part of the IT sector. …

AI Propels Dell’s Datacenter Top Line – Bottom Line Is A Challenge

November 26, 2025 Timothy Prickett Morgan 0

Nvidia may have cornered the market for the compute engines and networks that link them to train GenAI models, and the company has a very large share of the platforms that do inference, too. …

More Upward Revisions On AI Infrastructure Spending

November 3, 2025 Timothy Prickett Morgan 0

Here is a question for you. What is more difficult: predicting the weather thirty days out or what global AI infrastructure spending will be out to the end of the decade? …

Google Spends More On Servers Than The Whole World Used To

October 30, 2025 Timothy Prickett Morgan 2

Here is a funny number to chew on. Sometime in the early part of 2026, if current trends persist, Google will have a spending rate on servers that is in excess of the inflation adjusted spending levels set by the entire world in the wake of the Dot Com bust. …

Fixing Intel Foundry Is Like Stopping Tripping Down The Stairs

October 24, 2025 Timothy Prickett Morgan 5

Technical debt is a real thing, as any IT manager, programmer, system administrator or SRE, or end user will tell you. …

Compute

“Polaris” AmpereOne M Arm CPUs Sighted In Oracle A4 Instances

October 20, 2025 Timothy Prickett Morgan 0

Japanese tech conglomerate SoftBank announced a $6.5 billion acquisition of Arm server CPU upstart Ampere Computing back in March, and that deal has not yet closed. …

Dell Says It Can Finally Make Some Big Money On GenAI

October 7, 2025 Timothy Prickett Morgan 2

It is one thing for the market researchers of the world to make prognostications about hardware, software, and services spending relating to the GenAI boom. …

Compute

Arm Says Neoverse Is A More Universal Compute Substrate Than X86

October 1, 2025 Timothy Prickett Morgan 2

Back at the end of July, we had a discussion with CPU maker AMD and the topic of conversation was hybrid cloud. …

Store

Micron Humming Along On All Memory Cylinders

September 24, 2025 Timothy Prickett Morgan 1

The United States may not have an indigenous foundry that makes high performance XPU compute engines for AI and HPC applications, but it certainly does have a home-based maker of high performance memory in Micron Technology. …

Compute

HPE Systems Rebound As Juniper Brings A Further Boost

September 4, 2025 Timothy Prickett Morgan 1

Sales of GPU-accelerated servers are still hurting margins at Hewlett Packard Enterprise, as they are doing at all OEMs and probably the ODMs, too, but the good news is that they will be hurting less and less as sales of beefier and more profitable general purpose servers are on the rise and as sovereign clouds and neoclouds turn to HPE for iron and pay higher unit prices for gear. …