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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.

The Next Platform
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.

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AMD: Solid Roadmaps Beget Money, Which Beget Better Roadmaps And Even More Money

There is a vicious cycle that comes from screwing up, but there is also a virtuous cycle that comes from digging yourself out of the hole and not only not screwing up anymore, but catching up to and then leapfrogging the competition through good engineering, hard work, and a little luck. …

AMD: Solid Roadmaps Beget Money, Which Beget Better Roadmaps And Even More Money was written by Timothy Prickett Morgan at The Next Platform.

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Modest HPC Centers Drive Top500 Supercomputer Rankings This Time Around

For the past two years now, we have been picking apart the semi-annual rankings of supercomputers known as the Top500 is a different way, focusing on the new machines that come into each list in either June or November. …

Modest HPC Centers Drive Top500 Supercomputer Rankings This Time Around was written by Timothy Prickett Morgan at The Next Platform.

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Nvidia Brings Together Quantum And AI For HPC Centers

Nvidia has spent much of the year launching new products and partnerships that aim to ensure it keeps its place atop the wild west that is still the AI market while establishing its place in the emerging quantum computing space, where co-founder and chief executive officer Jensen Huang sees Nvidia being a key infrastructure provider and accelerator. …

Nvidia Brings Together Quantum And AI For HPC Centers was written by Jeffrey Burt at The Next Platform.