The Next Platform
Anthropic Raises 285 Million GPU-Hours Equivalent In Series E Funding

Rather than measure the funding rounds and valuations of AI startups building foundation models in US dollars, perhaps we should just convert that right into GPU-hours rented to train models, since this accounts for the vast majority of spending that OpenAI, Anthropic, and a handful of others do in their day to day operations. …

Anthropic Raises 285 Million GPU-Hours Equivalent In Series E Funding was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
Why TSMC Did A $100 Billion Deal With Trump On US Chip Manufacturing

All presidents of these United States have the bully pulpit from which to lecture the American people and, for the past century, the rest of the world about how the global economy and culture should work. …

Why TSMC Did A $100 Billion Deal With Trump On US Chip Manufacturing was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
CoreWeave’s 250,000-Strong GPU Fleet Undercuts The Big Clouds

CoreWeave, the upstart GPU cluster datacenter operator that was formerly a relatively small cryptocurrency miner based in Roseland, New Jersey has filed its S-1 form with the US Securities and Exchange Commission to do an initial public offering. …

CoreWeave’s 250,000-Strong GPU Fleet Undercuts The Big Clouds was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
GPU Transitions, Aggressive Server Pricing Squeeze HPE Profits

Dell saw a sequential slump in server sales its most recent quarter as customers were awaiting access to systems using Nvidia’s “Blackwell” GPUs, and rival Hewlett Packard Enterprise had a similar issue when it turns in its first quarter of fiscal 2025, which ended in early February. …

GPU Transitions, Aggressive Server Pricing Squeeze HPE Profits was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
Broadcom And Marvell Ride The Compute Engine Independence Wave

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. …

Broadcom And Marvell Ride The Compute Engine Independence Wave was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
Europe Takes Another Whack At Homegrown Compute Engines

With RISC-V International, the body controlling the RISC-V instruction set, located in Switzerland for the past five years, RISC-V now has just as much right to call itself indigenous to Europe as does Arm Ltd, the British chip company that finds itself on the other side of the English Channel after the Brexit break up and that is still around 90 percent owned by Japanese conglomerate SoftBank. …

Europe Takes Another Whack At Homegrown Compute Engines was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
Data Deluge Pushes Financial Services Deeper Into AI

SPONSORED FEATURE: As an industry, financial services is accustomed to big numbers. …

Data Deluge Pushes Financial Services Deeper Into AI was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
What A Tangled OpenAI Web We CoreWeave

Wouldn’t it be funny if all of that money that Microsoft spent last year paying neocloud upstart CoreWeave was just to support ever-embiggening AI training workloads at OpenAI as it makes its GPT models smarter? …

What A Tangled OpenAI Web We CoreWeave was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
Oracle Has Some Big Advantages To Mainstream AI

Oracle’s cloud may be been in the running to be the host of a massive AI training system for Elon Musk’s xAI startup, with a purported $10 billion in rentals at stake. …

Oracle Has Some Big Advantages To Mainstream AI was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
Lip-Bu Tan: Intel’s New – And Maybe Last – CEO

In his letter to Intel employees, new chief executive officer Lip-Bu Tan, who starts his new job next Tuesday, tells them that he is “never deterred by challenges.” …

Lip-Bu Tan: Intel’s New – And Maybe Last – CEO was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
AI Infrastructure Spending: Is The Boom Chemical Or Nuclear?

The IT infrastructure market is undergoing its own kind of climate change thanks to the overheating of the market due to the GenAI boom. …

AI Infrastructure Spending: Is The Boom Chemical Or Nuclear? was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
Nvidia Weaves Silicon Photonics Into InfiniBand And Ethernet

When it comes to networking, the rules around here at The Next Platform are simple. …

Nvidia Weaves Silicon Photonics Into InfiniBand And Ethernet was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
Nvidia Draws GPU System Roadmap Out To 2028

High tech companies always have roadmaps. Whether or not they show them to the public, they are always showing them to key investors if they are in their early stages, getting ready to sell some shares on Wall Street to make money – literally, going public – or talking to key customers who are interested in buying a platform, not just a point product to solve a problem today. …

Nvidia Draws GPU System Roadmap Out To 2028 was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
Nvidia Turns Its AI Eye To The Enterprise

If you are going to be the full-stack, hardware-to-software-to-developer tools leader in the brave new world of AI, as Nvidia most certainly is, then you have to be able to adapt to the myriad environments that the emerging technology is threading itself through. …

Nvidia Turns Its AI Eye To The Enterprise was written by Jeffrey Burt at The Next Platform.

The Next Platform
Why Did SoftBank Just Buy Ampere Computing?

The world is getting stranger, isn’t it? We understand, given the difficulties of selling Arm server chips to hyperscalers and cloud builders that are also designing and manufacturing their own Arm CPUs, why Ampere Computing, the only successful freestanding Arm server CPU supplier to even get its chips into its chosen tech titan customers, would want to be acquired by Japanese conglomerate SoftBank. …

Why Did SoftBank Just Buy Ampere Computing? was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
HBM Can Keep Micron Out Of The Next Memory Bust Cycle

An interesting thought experiment to do in 2025 when looking at the financial results of just about any of the key compute, storage, and networking component and system suppliers is to imagine how any given company’s numbers would look if you backed out the AI portions of its business. …

HBM Can Keep Micron Out Of The Next Memory Bust Cycle was written by Timothy Prickett Morgan at The Next Platform.