The Next Platform
Silicon One: Many Cisco Chips With One Architecture Chasing Many AI Workloads

With AI being the biggest change in IT infrastructure since the Dot Com boom, it was no surprise that at the annual Cisco Live event last month in San Diego, the focus was on AI – and particularly agentic AI – and how the networking giant differentiates itself from other infrastructure vendors when it comes to the emerging technology. …

Silicon One: Many Cisco Chips With One Architecture Chasing Many AI Workloads was written by Jeffrey Burt at The Next Platform.

The Next Platform
Only The Biggest Neoclouds Will Survive

There are definitely easier businesses to be in than operating a neocloud. …

Only The Biggest Neoclouds Will Survive was written by Timothy Prickett Morgan at The Next Platform.

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With Money And Rhea1 Tapeout, SiPearl Gets Real About HPC CPUs

The European Union cannot practically declare its independence from Nvidia GPUs any more than any other nation can at this point. …

With Money And Rhea1 Tapeout, SiPearl Gets Real About HPC CPUs was written by Timothy Prickett Morgan at The Next Platform.

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How BigQuery Combines Data And AI For Business Transformation

AI has the power to transform how organizations derive insights, make decisions, and unlock value, but all that depends on the quality of the data. …

How BigQuery Combines Data And AI For Business Transformation was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
Sizing Up AWS “Blackwell” GPU Systems Against Prior GPUs And Trainiums

This week, Amazon Web Services announced the availability of its first UltraServer pre-configured supercomputers based on Nvidia’s “Grace” CG100 CPUs and its “Blackwell” B200 GPUs in what is called a GB200 NVL72 shared GPU memory configuration. …

Sizing Up AWS “Blackwell” GPU Systems Against Prior GPUs And Trainiums was written by Timothy Prickett Morgan at The Next Platform.

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Will Companies Build Or Buy Their GenAI Models?

One of the biggest questions that enterprises, governments, academic institutions, and HPC centers the world over are going to have to answer very soon – if they have not made the decision already – is if they are going to train their own AI models and the inference software stacks that make them useful or just buy them from third parties and get to work integrating AI with their applications a lot faster. …

Will Companies Build Or Buy Their GenAI Models? was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
Brazil Lays The Hardware Foundation For Its AI Ambitions

Every major economy that is not the United States or China, which has a disproportionate share of HPC national labs as well as hyperscaler and cloud builder tech titans, wants AI sovereignty a whole lot more than they ever worried about HPC simulation and modeling. …

Brazil Lays The Hardware Foundation For Its AI Ambitions was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
The Art Of The GPU Deal

Perhaps the most interesting conversation that has happened so far in the White House in 2025, at least from the point of view of the IT sector, is when Nvidia co-founder and chief executive officer, Jensen Huang, put on his Sunday best suit and visited President Donald Trump to presumably talk about technology, AI, trade, and war on July 10. …

The Art Of The GPU Deal was written by Timothy Prickett Morgan at The Next Platform.

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The World’s Most Powerful Server Embiggens A Bit With Power11

If you need a big, badass box that can support tens of terabytes of memory, dozens of PCI-Express peripheral slots, thousands of directly attached storage devices, all feeding into hundreds of cores that can span that memory footprint with lots of bandwidth, you do not have a lot of options. …

The World’s Most Powerful Server Embiggens A Bit With Power11 was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
Broadcom Tries To Kill InfiniBand And NVSwitch With One Ethernet Stone

InfiniBand was always supposed to be a mainstream fabric to be used across PCs, servers, storage, and networks, but the effort collapsed and the remains of the InfiniBand effort found a second life at the turn of the millennium as a high performance, low latency interconnect for supercomputers running simulations and models. …

Broadcom Tries To Kill InfiniBand And NVSwitch With One Ethernet Stone was written by Timothy Prickett Morgan at The Next Platform.

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How Long Before Half Of TSMC’s Sales Are Driven By AI?

Here at The Next Platform, the quarterly earnings season starts with Taiwan Semiconductor Manufacturing Co. …

How Long Before Half Of TSMC’s Sales Are Driven By AI? was written by Timothy Prickett Morgan at The Next Platform.

The Next Platform
Bell Labs Takes A Topological Approach To Quantum 2.0

Momentum is building for quantum computing and some observers say that a usable, fault-tolerant quantum system could appear in the next few years. …

Bell Labs Takes A Topological Approach To Quantum 2.0 was written by Jeffrey Burt at The Next Platform.

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For Now, AI Helps IBM’s Bottom Line More Than Its Top Line

While the hyperscalers and clouds and their AI model builder customers are setting the pace in compute, networking, and storage during the GenAI revolution, that does not mean that they will necessarily provide the only systems that will be used by the largest enterprises in the world. …

For Now, AI Helps IBM’s Bottom Line More Than Its Top Line was written by Timothy Prickett Morgan at The Next Platform.