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  • [ July 8, 2025 ] Only The Biggest Neoclouds Will Survive Cloud
  • [ July 7, 2025 ] Silicon One: Many Cisco Chips With One Architecture Chasing Many AI Workloads Connect
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  • [ July 2, 2025 ] How Will Juniper Change HPE’s Datacenter Networking Strategy? Connect
  • [ July 1, 2025 ] Even AI Can’t Predict How Much Accelerated Iron The World Will Buy AI
  • [ June 30, 2025 ] Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond Store
  • [ June 25, 2025 ] HPE Throws Everything At AI – And AI At Everything Compute
  • [ June 25, 2025 ] Some Thoughts On The Future “Doudna” NERSC-10 Supercomputer HPC
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AI

Even AI Can’t Predict How Much Accelerated Iron The World Will Buy

July 1, 2025 Timothy Prickett Morgan 2

As we have said many times here at The Next Platform, the only way to predict the actual future is to live it. …

AI

Broadcom At The Crossroads Between Merchant And Custom Silicon

June 9, 2025 Timothy Prickett Morgan 1

After three relatively short years of explosive growth thanks to the GenAI boom, AI is driving half of systems revenues worldwide already. …

Compute

Marvell Is Saved By The AI Boom, But Every Deal Is Tough

June 2, 2025 Timothy Prickett Morgan 0

Marvell Technology made some big bets about delivering chip packaging and I/O technologies to the hyperscalers and cloud builders of the world who want to design their own ASICs but who do not have the expertise to get those designs across the finish line into products. …

Compute

Broadcom And Marvell Ride The Compute Engine Independence Wave

March 7, 2025 Timothy Prickett Morgan 2

Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably dominant – share of AI inference. …

Connect

Bechtolsheim Outlines Scaling XPU Performance By 100X By 2028

August 26, 2024 Timothy Prickett Morgan 6

Effects are multiplicative, not additive, when it comes to increasing compute engine performance. …

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. …

Connect

How To Build A Better “Blackwell” GPU Than Nvidia Did

March 28, 2024 Timothy Prickett Morgan 9

While a lot of people focus on the floating point and integer processing architectures of various kinds of compute engines, we are spending more and more of our time looking at memory hierarchies and interconnect hierarchies. …

Compute

Intel Pushes Out Hybrid CPU-GPU Compute Beyond 2025

March 6, 2023 Timothy Prickett Morgan 11

One of the reasons why Intel can even think about entering the GPU compute space is that the IT market, and indeed just about any market we can think of, likes to have at least three competitors. …

Compute

Aurora In A Socket: What Intel’s “Falcon Shores” XPU Might Do

February 28, 2022 Timothy Prickett Morgan 6

We are still chewing through some of the announcements that came out of Intel Investor Day and the ISSCC 2022 chip conference, and one of the things we want to circle back on is the “Falcon Shores” hybrid CPU-GPU that Intel is working on for future servers. …

About

The Next Platform is part of the Situation Publishing family, which includes the enterprise and business technology publication, The Register.

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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