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Broadcom Lands Shepherding Deal For OpenAI “Titan” XPU

Broadcom turned in its financial results for its third quarter last night, and all of the tongues in the IT sector are wagging about how the chip maker and enterprise software giant has landed a fourth customer for its burgeoning custom XPU design and shepherding business. …

Broadcom Lands Shepherding Deal For OpenAI “Titan” XPU was written by Timothy Prickett Morgan at The Next Platform.

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IDC Makes Ebullient AI Spending Forecast Out To 2029

Ever since Nvidia reported its most recent financial results, where company co-founder and chief executive officer Jensen Huang said that there would be somewhere between $3 trillion and $4 trillion in spending on AI between now and the end of the decade, we have been on the prowl for any market research that backs up this claim or is its source. …

IDC Makes Ebullient AI Spending Forecast Out To 2029 was written by Timothy Prickett Morgan at The Next Platform.

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OpenAI Lays Out The Principles Of Global-Scale Computing

If AI is to become pervasive, as the model builders and datacenter builders who are investing enormous sums of money are clearly banking on it to be, then it really goes have to be a global phenomenon. …

OpenAI Lays Out The Principles Of Global-Scale Computing was written by Timothy Prickett Morgan at The Next Platform.

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Nvidia Disaggregates Long-Context Inference To Drive Bang For The Buck

It is beginning to look like that the period spanning from the second half of 2026 through the first half of 2027 is going to be a local maximum in spending on XPU-accelerated systems for AI workloads. …

Nvidia Disaggregates Long-Context Inference To Drive Bang For The Buck was written by Timothy Prickett Morgan at The Next Platform.

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Oracle Cloud Can Be As Big As AWS This Decade

Wouldn’t it be funny if Larry Ellison, who has become the elder statesman of the datacenter, had the last laugh on the cloud builders and model builders by beating them at their own game? …

Oracle Cloud Can Be As Big As AWS This Decade was written by Timothy Prickett Morgan at The Next Platform.

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Condor Technology To Fly “Cuzco” RISC-V CPU Into The Datacenter

Once a hyperscaler or a cloud builder gets big enough, it can afford to design custom compute engines that more precisely match its needs. …

Condor Technology To Fly “Cuzco” RISC-V CPU Into The Datacenter was written by Jeffrey Burt at The Next Platform.

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Field Of GPUs

“If you build it, they will come,” as we all learned from watching Field of Dreams two and a half decades ago. …

Field Of GPUs was written by Timothy Prickett Morgan at The Next Platform.

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Nvidia Takes The Commanding Lead In Datacenter Ethernet Switching

Well, that didn’t take long. In April 2020, Nvidia completed its $6.9 billion acquisition of Mellanox Technologies for its InfiniBand and Ethernet switching, and a little more than five years and a GenAI boom later Nvidia has been crowned the leading revenue generator for Ethernet switching in the datacenter by IDC. …

Nvidia Takes The Commanding Lead In Datacenter Ethernet Switching was written by Timothy Prickett Morgan at The Next Platform.

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Google Shows Off Its Inference Scale And Prowess

If the hyperscalers are masters of anything, it is driving scale up and driving costs down so that a new type of information technology can be cheap enough so it can be widely deployed. …

Google Shows Off Its Inference Scale And Prowess was written by Timothy Prickett Morgan at The Next Platform.

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Nvidia And Hyperscaler Friends Do Massive AI Deals In The UK

As adoption of generative AI, agentic AI, and all other AIs expands around the globe, a focus in the industry can enable nations to more closely use its own infrastructure, workforces, and data to control, create, and deploy AI models. …

Nvidia And Hyperscaler Friends Do Massive AI Deals In The UK was written by Jeffrey Burt at The Next Platform.

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Nvidia And Hyperscaler Friends Do Massive AI Deals In The UK

As adoption of generative AI, agentic AI, and all other AIs expands around the globe, a focus in the industry can enable nations to more closely use its own infrastructure, workforces, and data to control, create, and deploy AI models. …

Nvidia And Hyperscaler Friends Do Massive AI Deals In The UK was written by Jeffrey Burt at The Next Platform.

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With Enlightened Self-Interest, Nvidia Reshapes The Tech World In Its Own Image

Watching Nvidia grow over the past two decades, from a gaming and visualization GPU supplier to the behemoth of the modern AI datacenter, has been nothing short of amazing. …

With Enlightened Self-Interest, Nvidia Reshapes The Tech World In Its Own Image was written by Timothy Prickett Morgan at The Next Platform.

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Micron Humming Along On All Memory Cylinders

The United States may not have an indigenous foundry that makes high performance XPU compute engines for AI and HPC applications, but it certainly does have a home-based maker of high performance memory in Micron Technology. …

Micron Humming Along On All Memory Cylinders was written by Timothy Prickett Morgan at The Next Platform.