Singapore Data Center Channel
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The Next Platform
The World Will Eat $2 Trillion In AI Servers, AI Will Eat The World Right Back

Every time Lisa Su, chief executive officer at AMD, announces a new Instinct GPU accelerator, the addressable market for AI acceleration in the datacenter seems to expand. …

The World Will Eat $2 Trillion In AI Servers, AI Will Eat The World Right Back was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
The Money Keeps Rolling In For Optical Interconnects

With the bottlenecks between compute engines, their memories, and their networking adapters growing larger with each passing generation of AI machinery, there has never been a more pressing need to shift away from copper and towards optics in datacenter systems. …

The Money Keeps Rolling In For Optical Interconnects was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
IBM’s Red Hat Acquisition Will Pay For Itself By Early Next Year

Big Blue has reported its financial results for the third quarter of 2024, and the thing that stands out most is not the System z16 mainframes and Power10 midrange and big iron are getting a little long in the tooth ahead of new product cycles expected to start in 2025. …

IBM’s Red Hat Acquisition Will Pay For Itself By Early Next Year was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
Cerebras Trains Llama Models To Leap Over GPUs

It was only a few months ago when waferscale compute pioneer Cerebras Systems was bragging that a handful of its WSE-3 engines lashed together could run circles around Nvidia GPU instances based on Nvidia’s “Hopper” H100 GPUs when running the open source Llama 3.1 foundation model created by Meta Platforms. …

Cerebras Trains Llama Models To Leap Over GPUs was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
System Spending Forecast Goes Through The Datacenter Roof

The third quarter earnings season starts this week for the hyperscaler and cloud giants, and it is fortuitous that the economists and IT analysts at Gartner have updated their forecast for IT spending for 2024 and added an jaw-dropping forecast for 2025 and hinted at a brave new world of massive datacenter spending out to 2028. …

System Spending Forecast Goes Through The Datacenter Roof was written by Timothy Prickett Morgan at The Next Platform.
Singapore Data Center Channel
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The Next Platform
Google Covers Its Compute Engine Bases Because It Has To

The minute that search engine giant Google wanted to be a cloud, and the several years later that Google realized that companies were not ready to buy full-on platform services that masked the underlying hardware but wanted lower level infrastructure services that gave them more optionality as well as more responsibility, it was inevitable that Google Cloud would have to buy compute engines from Intel, AMD, and Nvidia for its server fleet. …

Google Covers Its Compute Engine Bases Because It Has To was written by Timothy Prickett Morgan at The Next Platform.
Singapore Data Center Channel
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The Next Platform
High Quality Data Is Key For Effective AI Agents

COMMISSIONED  As enterprises increasingly adopt GenAI-powered AI agents, making high-quality data available for these software assistants will come into sharper focus. …

High Quality Data Is Key For Effective AI Agents was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
You Are Paying The Clouds To Build Better AI Than They Will Rent You

Think of it as the ultimate offload model.

One of the geniuses of the cloud – perhaps the central genius – is that a big company that would have a large IT budget, perhaps on the order of hundreds of millions of dollars per year, and that has a certain amount of expertise creates a much, much larger IT organization with billions of dollars – and with AI now tens of billions of dollars – in investments and rents out the vast majority of that capacity to third parties, who essentially allow that original cloud builder to get their own IT operations for close to free. …

You Are Paying The Clouds To Build Better AI Than They Will Rent You was written by Timothy Prickett Morgan at The Next Platform.