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Inside HPE’s Blueprint For Next-Generation Supercomputing

Sponsored Post  Hewlett Packard Enterprise sets out its latest advances in large-scale computing at the SC25 high performance computing conference in November. …

Inside HPE’s Blueprint For Next-Generation Supercomputing was written by David Gordon at The Next Platform.

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Building The Future Of Software In The AI-Native Era

We are entering a new era where AI isn’t just a tool for transformation but the foundation for reinvention. …

Building The Future Of Software In The AI-Native Era was written by Timothy Prickett Morgan at The Next Platform.

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If The GenAI Bubble Bursts, Nvidia Will Still Keep Growing

Here’s a riddle for you: What’s the difference between an economic bubble and an economic transformation? …

If The GenAI Bubble Bursts, Nvidia Will Still Keep Growing was written by Timothy Prickett Morgan at The Next Platform.

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HPC Is Not Just Riding The Coattails Of AI

The cluster architectures for AI training and inference are driving unprecedented growth in the datacenter infrastructure spending, but they are also having a reflective and beneficial impact on HPC architectures thanks to the relative ease with which one can get funding for AI initiatives and the need to upgrade existing HPC systems to do traditional simulation and modeling. …

HPC Is Not Just Riding The Coattails Of AI was written by Timothy Prickett Morgan at The Next Platform.

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TACC’s “Horizon” Supercomputer Sets The Pace For Academic Science

As we expected, the “Vista” supercomputer that the Texas Advanced Computing Center installed last year as a bridge between the current “Stampede-3” and “Frontera” production system and its future “Horizon” system coming next year was indeed a precursor of the architecture that TACC would choose for the Horizon machine. …

TACC’s “Horizon” Supercomputer Sets The Pace For Academic Science was written by Timothy Prickett Morgan at The Next Platform.

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AI Propels Dell’s Datacenter Top Line – Bottom Line Is A Challenge

Nvidia may have cornered the market for the compute engines and networks that link them to train GenAI models, and the company has a very large share of the platforms that do inference, too. …

AI Propels Dell’s Datacenter Top Line – Bottom Line Is A Challenge was written by Timothy Prickett Morgan at The Next Platform.

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The Road To HPC And AI Profits Is Paved With Good Intentions

With a profitable PC business that has 25 percent of global shipments (thanks in large part to its acquisition of IBM’s PC business two decades ago) plus a respectable smartphone business (by virtue of its Motorola acquisition), the client device business at Lenovo is finally back to where it was during the peak of the coronavirus pandemic and is consistently delivering what are decent profits for this cut-throat part of the IT sector. …

The Road To HPC And AI Profits Is Paved With Good Intentions was written by Timothy Prickett Morgan at The Next Platform.

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HPE Gets The Lead Out On Juniper-Aruba Networking Integration

In June, after a year and a half of poking and prodding, the US Department of Justice finally gave the OK for the $14 billion acquisition of Juniper Networks by Hewlett Packard Enterprise. …

HPE Gets The Lead Out On Juniper-Aruba Networking Integration was written by Jeffrey Burt at The Next Platform.

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With Trainium4, AWS Will Crank Up Everything But The Clocks

The AI model makers of the world have been waiting for more than a year to get their hands on the Trainium3 XPUs, which have been designed explicitly for both training and inference and which present a credible alternative to Nvidia’s “Blackwell” B200 and B300 GPUs as well as Google’s “Trillium” TPU v6e and “Ironwood” TPU v7p accelerators. …

With Trainium4, AWS Will Crank Up Everything But The Clocks was written by Timothy Prickett Morgan at The Next Platform.

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With Celestial AI Buy, Marvell Scales Up The Datacenter And Itself

It was only a matter of time before Marvell was going to make another silicon photonics acquisition, and the $2.5 billion sale of its automotive Ethernet business to Infineon for $2.5 billion has given the company this past summer netted out to about half of the $3.25 billion that the company is shelling out to get its hands on Celestial AI, one of the several upstarts that hopes to hook compute engines, memory, and switches together using on-chip optical engines and light pipes. …

With Celestial AI Buy, Marvell Scales Up The Datacenter And Itself was written by Timothy Prickett Morgan at The Next Platform.

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AWS Graviton5 Strikes A Different Balance For Server CPUs

We have been expecting a new Arm server CPU design out of the Annapurna Labs folks who create the CPUs, XPUs, DPUs, and scale up switches for Amazon Web Services since the launch of the Graviton4 processor for two-socket systems two years ago. …

AWS Graviton5 Strikes A Different Balance For Server CPUs was written by Timothy Prickett Morgan at The Next Platform.

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IBM Broadens Its Enterprise Software Stack With Confluent Buy

This year, about 45 percent of the revenues at Big Blue will come from software. …

IBM Broadens Its Enterprise Software Stack With Confluent Buy was written by Timothy Prickett Morgan at The Next Platform.

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Driving HPC Performance Up Is Easier Than Keeping The Spending Constant

We are still mulling over all of the new HPC-AI supercomputer systems that were announced in recent months before and during the SC25 supercomputing conference in St Louis, particularly how the slew of new machines announced by the HPC national labs will be advancing not just the state of the art, but also pushing down the cost of the FP64 floating point operations that still drives a lot of HPC simulation and modeling work. …

Driving HPC Performance Up Is Easier Than Keeping The Spending Constant was written by Timothy Prickett Morgan at The Next Platform.

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Oracle Is Using OpenAI To Build A Platform For The Enterprise

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? …

Oracle Is Using OpenAI To Build A Platform For The Enterprise was written by Timothy Prickett Morgan at The Next Platform.

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Everybody But Nvidia And TSMC Has To Make It Up In Volume With AI

We keep seeing the same thing over and over again in the AI racket, and people keep reacting to it like it is a new or surprising idea. …

Everybody But Nvidia And TSMC Has To Make It Up In Volume With AI was written by Timothy Prickett Morgan at The Next Platform.

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How Sustainable Is This Crazy Server Spending?

We can all talk until we are blue in the face about how weird it is for so much money to be spent on servers during the GenAI boom, but after reviewing the latest market report from IDC – which is one again but sporadically giving out some stats to the public – we thought that to feel the full impact of this change, we should draw you a picture of the past 26 years of server revenues by quarter so you can take it all in. …

How Sustainable Is This Crazy Server Spending? was written by Timothy Prickett Morgan at The Next Platform.