The Next Platform
Dicing, Slicing, And Augmenting Gartner’s AI Spending Forecast

When we try to predict the weather, we use ensembles of the initial conditions on the ground, in the oceans, and throughout the air to create a kind of probabilistic average forecast and then we take ensembles of models, which often have very different answers for extreme weather conditions like hurricanes and typhoons, to get a better sense of what might happen wherever and whenever we are concerned. …

Dicing, Slicing, And Augmenting Gartner’s AI Spending Forecast was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
Microsoft And Corintis Champion Microfluidics Cooling Pioneered By IBM

It is a now well-known fact in the datacenters of the world, which are trying to cram ten pounds of power usage into a five pound bit barn bag, that liquid cooling is an absolute necessity for the density of high performance computing systems to be increased to drive down latency between components and therefore drive up performance. …

Microsoft And Corintis Champion Microfluidics Cooling Pioneered By IBM was written by Timothy Prickett Morgan at The Next Platform.

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MythWorx Mashes Up Neuromorphic And GenAI To Take On Model Giants

There is constant chatter surrounding the promise of generative AI, agentic AI, and – eventually – artificial general intelligence, but the need for the massive, expensive, high-density compute and the datacenters to wrap around them and the juice to feed them are incredible, particularly with models OpenAI GPT-4, Alibaba’s Qwen-3, Moonshot AI’s Kimi K2, xAI’s Grok4, and Amazon’s Olympus all cresting the trillion-parameter mark and aiming higher. …

MythWorx Mashes Up Neuromorphic And GenAI To Take On Model Giants was written by Jeffrey Burt at The Next Platform.

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Managing AI Datacenter Networks With – You Guessed It – AI

At some point, when the cloud bills get very high and the AI usage starts going up and up, the enterprise is going to want to stop paying a cloud and get their own iron and co-locate it in a rentable datacenter. …

Managing AI Datacenter Networks With – You Guessed It – AI was written by Timothy Prickett Morgan at The Next Platform.

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Get Your Money For Nothing, Chips Definitely Not For Free

What’s the difference between Meta Platforms and OpenAI? The big one – and perhaps the most important one in the long run – is that when Meta Platforms does a deal with neocloud CoreWeave, it actually has a revenue stream from its advertising on various Web properties that it can pump back into AI investments while OpenAI is still burning money much faster than it is making it. …

Get Your Money For Nothing, Chips Definitely Not For Free was written by Timothy Prickett Morgan at The Next Platform.

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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. …

Arm Says Neoverse Is A More Universal Compute Substrate Than X86 was written by Timothy Prickett Morgan at The Next Platform.

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What Is Cerebras Going To Do With That $1.1 Billion In New Funding?

What does Cerebras Systems, the first successful waferscale computing commercializer and a contender in the race to provide compute for the world’s burgeoning AI inference workload, do for an encore? …

What Is Cerebras Going To Do With That $1.1 Billion In New Funding? was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
Meta Buys Rivos To Accelerate Compute Engine Engineering

Of all of the hyperscalers and cloud builders, Meta Platforms has always been the one that we expected to design and have manufactured its own CPU and XPU accelerator compute engines. …

Meta Buys Rivos To Accelerate Compute Engine Engineering was written by Timothy Prickett Morgan at The Next Platform.

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Did AMD Use ChatGPT To Come Up With Its OpenAI Partnership Deal?

In early 2024, we all had been wondering how OpenAI was going to pay for its $100 billion Stargate datacenter infrastructure project it was rumored to be planning with Microsoft. …

Did AMD Use ChatGPT To Come Up With Its OpenAI Partnership Deal? was written by Timothy Prickett Morgan at The Next Platform.

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Dell Says It Can Finally Make Some Big Money On GenAI

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. …

Dell Says It Can Finally Make Some Big Money On GenAI was written by Timothy Prickett Morgan at The Next Platform.

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Cisco Takes On Broadcom, Nvidia For Fat AI Datacenter Interconnects

Wide area networks and datacenter interconnects, or DCIs, as we have known them for the past decade or so are nowhere beefy enough or fast enough to take on the job of scaling AI training workloads across multiple datacenters. …

Cisco Takes On Broadcom, Nvidia For Fat AI Datacenter Interconnects was written by Timothy Prickett Morgan at The Next Platform.

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IBM Ships Homegrown “Spyre” Accelerators, Embraces Anthropic For AI Push

Big Blue may have missed the boat on being one of the big AI model builders, but its IBM Research division has built its own enterprise-grade family of models and its server and research divisions have plenty of experience building accelerators and supercomputers. …

IBM Ships Homegrown “Spyre” Accelerators, Embraces Anthropic For AI Push was written by Timothy Prickett Morgan at The Next Platform.

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Broadcom Goes Wide With AI Systems And Takes On The ODMs

If it seems like OpenAI is shaking up the IT market every other day or so, that is because that is precisely what it is doing. …

Broadcom Goes Wide With AI Systems And Takes On The ODMs was written by Timothy Prickett Morgan at The Next Platform.