Compute
Arm Says Neoverse Is A More Universal Compute Substrate Than X86
Back at the end of July, we had a discussion with CPU maker AMD and the topic of conversation was hybrid cloud. …
server
Store
Micron Humming Along On All Memory Cylinders
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
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. …
Compute
With AI Boom, Dell’s Datacenter Biz Is Finally Bigger Than Its PC Biz
Every OEM in the world has two choices.
Choice One: Sell the Nvidia AI hardware and software stack and boost the top line while diluting operating income in their systems businesses. …
Compute
Intel’s “Clearwater Forest” Xeon 7 E-Core CPU Will Be A Beast
With AMD having attaining more than 40 percent revenue share and more than 27 percent shipment share in the X86 server CPU market in the first half of 2025, that means two things. …
Compute
NeuReality Wants Its NR2 To Be Your Arm CPU For AI
Just because the center of gravity for GenAI compute and other kinds of machine learning and data analytics has shifted from the CPU to the XPU accelerator – generally a GPU these days, but not universally – does not mean that the choice of the CPU for the system hosting those XPUs doesn’t matter. …
Compute
Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems
There are four businesses that are very difficult for an equipment manufacturer in the IT sector to make any money on: smartphones, PCs, datacenter servers, and services. …
Compute
Intel Puts The Process Horse Back In Front Of The Foundry Cart
It is beginning to look like Intel plans to milk the impending 18A manufacturing process for a long time. …
AI
Even AI Can’t Predict How Much Accelerated Iron The World Will Buy
As we have said many times here at The Next Platform, the only way to predict the actual future is to live it. …
Compute
Cisco’s Hyperscale And Cloud AI Push Will Give It Enterprise Clout
Much of the business that Cisco Systems and others have been doing in the AI infrastructure field since OpenAI lit the generative AI fuse with ChatGPT in November 2022 has been deploying hardware and software with the hyperscalers, a lucrative business that led company executives to promise to sell as much as $1 billion in back-end network technology by the end of its fiscal year and then to blow past that a quarter early. …