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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.

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Microsoft: Getting Margins From AI Means Sometimes Saying No

Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 billion for Azure infrastructure, Microsoft has reported that it has a revenue backlog dominated by its Azure cloud that stood at $392 billion as the first quarter of its fiscal 2026 year ended in September. …

Microsoft: Getting Margins From AI Means Sometimes Saying No was written by Timothy Prickett Morgan at The Next Platform.

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AWS “Bullish” On Homegrown Trainium AI Accelerators

One only need look at the incredible revenues and profits of the datacenter business at Nvidia to know that the world’s biggest compute customers – the hyperscalers, the cloud builders, and now the biggest model builders – need to bend the price/performance curve to boost their own profits. …

AWS “Bullish” On Homegrown Trainium AI Accelerators was written by Timothy Prickett Morgan at The Next Platform.

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More Upward Revisions On AI Infrastructure Spending

Here is a question for you. What is more difficult: predicting the weather thirty days out or what global AI infrastructure spending will be out to the end of the decade? …

More Upward Revisions On AI Infrastructure Spending was written by Timothy Prickett Morgan at The Next Platform.

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Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too

Chip designs are busting out beyond the reticle limits of lithography machines, making chiplets and high-bandwidth, in-package die-to-die interconnects inevitable. …

Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too was written by Timothy Prickett Morgan at The Next Platform.

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AMD Is Coiled To Hockey Stick In The AI Datacenter

If all goes according to the high end of plan, then AMD should kiss $10 billion in revenues in the fourth quarter of this year, and if it was low-balling that number a little, then it should break through $10 billion and put the wrap on a $34.3 billion year that was its best year ever and its most profitable one in terms of absolute dollars and one of its better ones for net income as a share of revenue. …

AMD Is Coiled To Hockey Stick In The AI Datacenter was written by Timothy Prickett Morgan at The Next Platform.
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Attacking Interconnects And Networks Across All Scales

There are two competing forces in IT, and they are at play during the GenAI era as much as they have ever been during prior eras in the datacenter. …

Attacking Interconnects And Networks Across All Scales was written by Timothy Prickett Morgan at The Next Platform.

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Vast Data’s $1.17 Billion Deal With CoreWeave Is A Leading Indicator

If there is one thing that the AI model builders and the neoclouds both agree that they do not want to worry about, it is storage. …

Vast Data’s $1.17 Billion Deal With CoreWeave Is A Leading Indicator was written by Timothy Prickett Morgan at The Next Platform.

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Quantinuum Makes Another Milestone On Commercial Quantum Roadmap

Over the past decade, it has been interesting to watch companies push the rock that is quantum computing up the steep hill. …

Quantinuum Makes Another Milestone On Commercial Quantum Roadmap was written by Timothy Prickett Morgan at The Next Platform.

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Riding The Choppy AI Datacenter Waves With Supermicro

There are somewhere on the order of 50,000 reasonably large companies, academic centers, and governments in the world that the enterprise IT market is like the ocean on a calm day in the doldrums. …

Riding The Choppy AI Datacenter Waves With Supermicro was written by Timothy Prickett Morgan at The Next Platform.

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IBM Lets Fly “Nighthawk” And “Loon” QPUs On The Way To Quantum Advantage

Quantum computing is finally heating up. There is a heady mix of high-profile and highly resourced big tech players like Google, Microsoft, Amazon Web Services, and Nvidia either building QPUs, simulating  them, or integrating them with classical supercomputers in addition to well-funded younger companies and startups, such as QuEra, IonQ, Quantum Computing, Quantinuum, D-Wave, and Alice & Bob. …

IBM Lets Fly “Nighthawk” And “Loon” QPUs On The Way To Quantum Advantage was written by Jeffrey Burt at The Next Platform.

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HPE Reveals Compute And Networking for GX5000 Supercomputers

Space has always been a premium in the datacenter, but the heat is on – quite literally – to drive up the density of GPU and XPU compute not just because real estate is expensive, but because latency is perhaps more expensive. …

HPE Reveals Compute And Networking for GX5000 Supercomputers was written by Timothy Prickett Morgan at The Next Platform.