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TSMC Is Running Ahead Of Forecasts On AI Growth

The world’s largest and one might argue most important chip foundry is telling Wall Street that its AI-related sales are running ahead of schedule. …

TSMC Is Running Ahead Of Forecasts On AI Growth was written by Timothy Prickett Morgan at The Next Platform.

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How HPC Is Igniting Discoveries In Dinosaur Locomotion – And Beyond

In the basement of Connecticut’s Beneski Museum of Natural History sit the fossilized footprints of a small, chicken-sized dinosaur. …

How HPC Is Igniting Discoveries In Dinosaur Locomotion – And Beyond was written by Timothy Prickett Morgan at The Next Platform.

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The Third Time Will Be The Charm For Broadcom Switch Co-Packaged Optics

If Broadcom says that co-packaged optics is ready for prime time and can compete with other ways of linking switch ASICs to fiber optic cables, then it is very unlikely that Broadcom is wrong. …

The Third Time Will Be The Charm For Broadcom Switch Co-Packaged Optics was written by Timothy Prickett Morgan at The Next Platform.

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“Polaris” AmpereOne M Arm CPUs Sighted In Oracle A4 Instances

Japanese tech conglomerate SoftBank announced a $6.5 billion acquisition of Arm server CPU upstart Ampere Computing back in March, and that deal has not yet closed. …

“Polaris” AmpereOne M Arm CPUs Sighted In Oracle A4 Instances was written by Timothy Prickett Morgan at The Next Platform.

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Software Pushes The AI Pareto Frontier More Than Hardware

One of the neat things about modern AI is that a whole new generation of people in a field outside of economics (but certainly driving the modern economy) has been introduced to curves showing the Pareto frontier. …

Software Pushes The AI Pareto Frontier More Than Hardware was written by Timothy Prickett Morgan at The Next Platform.

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NextSilicon Takes Aim At CPUs And GPUs With “Maverick-2” Dataflow Engine

It has taken eight years and $303 million in seed and three rounds of venture funding, but NextSilicon is today delivering several incarnations of its 64-bit dataflow engine, called Maverick-2, which was revealed this time last year when the company dropped out of stealth mode. …

NextSilicon Takes Aim At CPUs And GPUs With “Maverick-2” Dataflow Engine was written by Timothy Prickett Morgan at The Next Platform.

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IBM Is Playing A Very Long AI Game With Its Customers

Over the next few years, Big Blue may not build the biggest AI business in the world by any stretch of the imagination, but we do have confidence that it will build a collection of AI products and services that are among the most profitable. …

IBM Is Playing A Very Long AI Game With Its Customers was written by Timothy Prickett Morgan at The Next Platform.

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Engineering CPO Is Easy – Scaling It For AI Will Take An Ecosystem

It has taken a lot of dreaming and even more engineering, but the many promises of silicon photonics are starting to make their way into real products in the datacenter. …

Engineering CPO Is Easy – Scaling It For AI Will Take An Ecosystem was written by Timothy Prickett Morgan at The Next Platform.

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Fixing Intel Foundry Is Like Stopping Tripping Down The Stairs

Technical debt is a real thing, as any IT manager, programmer, system administrator or SRE, or end user will tell you. …

Fixing Intel Foundry Is Like Stopping Tripping Down The Stairs was written by Timothy Prickett Morgan at The Next Platform.

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Gartner Radically Raises Datacenter Spending Forecasts

Back in early September, the prognosticators at IDC put out an ebullient but simple AI spending forecast going out to 2029, and Gartner followed suit with a much more detailed AI spending forecast, which we augmented and expanded with the help of the market researcher a few weeks later. …

Gartner Radically Raises Datacenter Spending Forecasts was written by Timothy Prickett Morgan at The Next Platform.

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Oak Ridge “Discovery” Supercomputer Spearheads New HPE Cray GX5000 Design

Hewlett Packard Enterprise PE has a long history in supercomputing, with efforts like its Apollo family of systems aimed at data-intensive workloads like HPC, data analytics, and storage, and its $275 million acquisition in 2016 of SGI to help expand its presence in HPC. …

Oak Ridge “Discovery” Supercomputer Spearheads New HPE Cray GX5000 Design was written by Jeffrey Burt at The Next Platform.

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How Qualcomm Can Compete With Nvidia For Datacenter AI Inference

Qualcomm had datacenter envy back when Intel ruled the bit barns of the world, and now it has it even worse now that Nvidia has shown how AI processing can utterly transform the finances of a chip maker. …

How Qualcomm Can Compete With Nvidia For Datacenter AI Inference was written by Timothy Prickett Morgan at The Next Platform.

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As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue

Nvidia co-founder and chief executive officer Jensen Huang paced the stage at the company’s GTC Washington DC event dressed in his standard black leather jacket over a black T-shirt, with black pants and black sneakers, but the messages he delivered during his keynote was decidedly red, white, and blue. …

As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue was written by Jeffrey Burt at The Next Platform.

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Google Spends More On Servers Than The Whole World Used To

Here is a funny number to chew on. Sometime in the early part of 2026, if current trends persist, Google will have a spending rate on servers that is in excess of the inflation adjusted spending levels set by the entire world in the wake of the Dot Com bust. …

Google Spends More On Servers Than The Whole World Used To was written by Timothy Prickett Morgan at The Next Platform.