The Next Platform
Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI
If GenAI is going to go mainstream and not just be a bubble that helps prop up the global economy for a couple of years, AI inference is going to have to come down in price – and do so faster than it has done thus far. …
Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI was written by Timothy Prickett Morgan at The Next Platform.
Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI
If GenAI is going to go mainstream and not just be a bubble that helps prop up the global economy for a couple of years, AI inference is going to have to come down in price – and do so faster than it has done thus far. …
Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI
If GenAI is going to go mainstream and not just be a bubble that helps prop up the global economy for a couple of years, AI inference is going to have to
The Next Platform
TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers
If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first to know. …
TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers was written by Timothy Prickett Morgan at The Next Platform.
TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers
If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first to know. …
TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers was written by Timothy Prickett Morgan at The Next Platform.
Nextplatform
TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers
If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first
The Next Platform
Is Nvidia Assembling The Parts For Its Next Inference Platform?
No, we did not miss the fact that Nvidia did an “acquihire” of AI accelerator and system startup and rival Groq on Christmas Eve. …
Is Nvidia Assembling The Parts For Its Next Inference Platform? was written by Timothy Prickett Morgan at The Next Platform.
Is Nvidia Assembling The Parts For Its Next Inference Platform?
No, we did not miss the fact that Nvidia did an “acquihire” of AI accelerator and system startup and rival Groq on Christmas Eve. …
Is Nvidia Assembling The Parts For Its Next Inference Platform? was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
Is Nvidia Assembling The Parts For Its Next Inference Platform?
No, we did not miss the fact that Nvidia did an “acquihire” of AI accelerator and system startup and rival Groq on Christmas Eve. But, because our family
The Next Platform
Upscale AI Nabs Cash To Forge “SkyHammer” Scale Up Fabric Switch
The first company that can make a UALink switch with high radix – meaning lots of ports – and high aggregate bandwidth across those ports that can compete toe-to-toe with Nvidia’s NVSwitch memory fabric and NVLink ports is going to make a lot of money. …
Upscale AI Nabs Cash To Forge “SkyHammer” Scale Up Fabric Switch was written by Timothy Prickett Morgan at The Next Platform.
Upscale AI Nabs Cash To Forge “SkyHammer” Scale Up Fabric Switch
The first company that can make a UALink switch with high radix – meaning lots of ports – and high aggregate bandwidth across those ports that can compete toe-to-toe with Nvidia’s NVSwitch memory fabric and NVLink ports is going to make a lot of money. …
Upscale AI Nabs Cash To Forge “SkyHammer” Scale Up Fabric Switch was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
Upscale AI Nabs Cash To Forge “SkyHammer” Scale Up Fabric Switch
The first company that can make a UALink switch with high radix – meaning lots of ports – and high aggregate bandwidth across those ports that can compete
The Next Platform
Meta Platforms Metamorphizing Into An AI Cloud For Sovereigns
Meta Platforms is not happy just being the social network for the world anymore. …
Meta Platforms Metamorphizing Into An AI Cloud For Sovereigns was written by Timothy Prickett Morgan at The Next Platform.
Meta Platforms Metamorphizing Into An AI Cloud For Sovereigns
Meta Platforms is not happy just being the social network for the world anymore. …
Meta Platforms Metamorphizing Into An AI Cloud For Sovereigns was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
Meta Platforms Metamorphizing Into An AI Cloud For Sovereigns
Meta Platforms is not happy just being the social network for the world anymore. It’s aspirations, driven by the GenAI Boom, are much, much larger. So
The Next Platform
Intel Is Still Struggling In The Datacenter, But It Could Get Better
Intel has been pushing its two-core server CPU strategy for so long, in one form or another, that we have become accustomed to differentiating products the way Intel does and then try to figure out what workloads these chips might be useful for. …
Intel Is Still Struggling In The Datacenter, But It Could Get Better was written by Timothy Prickett Morgan at The Next Platform.
Intel Is Still Struggling In The Datacenter, But It Could Get Better
Intel has been pushing its two-core server CPU strategy for so long, in one form or another, that we have become accustomed to differentiating products the way Intel does and then try to figure out what workloads these chips might be useful for. …
Intel Is Still Struggling In The Datacenter, But It Could Get Better was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
Intel Is Still Struggling In The Datacenter, But It Could Get Better
Intel has been pushing its two-core server CPU strategy for so long, in one form or another, that we have become accustomed to differentiating products
The Next Platform
AI Is Coming To Solve Your System Outages
SPONSORED Your phone buzzes at 2 AM. The website is down. …
AI Is Coming To Solve Your System Outages was written by Timothy Prickett Morgan at The Next Platform.
AI Is Coming To Solve Your System Outages
SPONSORED Your phone buzzes at 2 AM. The website is down. …
AI Is Coming To Solve Your System Outages was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
AI Is Coming To Solve Your System Outages
SPONSORED Your phone buzzes at 2 AM. The website is down. Slack has become a wall of red alerts, and customers are already tweeting. You stare at the
The Next Platform
Nvidia Takes The Open Road In AI Weather Forecasting
Amid the myriad discussions about AI – from the astounding amount of money being spent by vendors and enterprises and the debate about actual ROI those businesses are getting to the technology’s effect on cybersecurity, jobs, and the fear of disinformation and resulting distrust – it’s easy to forget its usefulness in particular industries. …
Nvidia Takes The Open Road In AI Weather Forecasting was written by Jeffrey Burt at The Next Platform.
Nvidia Takes The Open Road In AI Weather Forecasting
Amid the myriad discussions about AI – from the astounding amount of money being spent by vendors and enterprises and the debate about actual ROI those businesses are getting to the technology’s effect on cybersecurity, jobs, and the fear of disinformation and resulting distrust – it’s easy to forget its usefulness in particular industries. …
Nvidia Takes The Open Road In AI Weather Forecasting was written by Jeffrey Burt at The Next Platform.
The Next Platform
Nvidia Takes The Open Road In AI Weather Forecasting
Amid the myriad discussions about AI – from the astounding amount of money being spent by vendors and enterprises and the debate about actual ROI those
The Next Platform
Nvidia’s $2 Billion Investment In CoreWeave Is A Drop In A $250 Billion Bucket
With the hyperscalers and the cloud builders all working on their own CPU and AI XPU designs, it is no wonder that Nvidia has been championing the neoclouds that can’t afford to try to be everything to everyone – this is the very definition of enterprise computing – and that, frankly, are having trouble coming up with the trillions of dollars to cover the 150 gigawatts to more than 200 gigawatts of datacenter capacity that is estimated to be on the books between 2025 and 2030 for AI workloads. …
Nvidia’s $2 Billion Investment In CoreWeave Is A Drop In A $250 Billion Bucket was written by Timothy Prickett Morgan at The Next Platform.
➖ Sent by @TheFeedReaderBot ➖
Nvidia’s $2 Billion Investment In CoreWeave Is A Drop In A $250 Billion Bucket
With the hyperscalers and the cloud builders all working on their own CPU and AI XPU designs, it is no wonder that Nvidia has been championing the neoclouds that can’t afford to try to be everything to everyone – this is the very definition of enterprise computing – and that, frankly, are having trouble coming up with the trillions of dollars to cover the 150 gigawatts to more than 200 gigawatts of datacenter capacity that is estimated to be on the books between 2025 and 2030 for AI workloads. …
Nvidia’s $2 Billion Investment In CoreWeave Is A Drop In A $250 Billion Bucket was written by Timothy Prickett Morgan at The Next Platform.
➖ Sent by @TheFeedReaderBot ➖
The Next Platform
Nvidia’s $2 Billion Investment In CoreWeave Is A Drop In A $250 Billion Bucket
With the hyperscalers and the cloud builders all working on their own CPU and AI XPU designs, it is no wonder that Nvidia has been championing the
The Next Platform
Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines
Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to OpenAI as it builds its latest GPT models. …
Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines was written by Timothy Prickett Morgan at The Next Platform.
Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines
Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to OpenAI as it builds its latest GPT models. …
Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines
Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to
The Next Platform
Big Blue Poised To Peddle Lots Of On Premises GenAI
If you want to know the state of the art in GenAI model development, you watch what the Super 8 hyperscalers and cloud builders are doing and you also keep an eye on the major model builders outside of these companies – mainly, OpenAI, Anthropic, and xAI as well as a few players in China like DeepSeek. …
Big Blue Poised To Peddle Lots Of On Premises GenAI was written by Timothy Prickett Morgan at The Next Platform.
Big Blue Poised To Peddle Lots Of On Premises GenAI
If you want to know the state of the art in GenAI model development, you watch what the Super 8 hyperscalers and cloud builders are doing and you also keep an eye on the major model builders outside of these companies – mainly, OpenAI, Anthropic, and xAI as well as a few players in China like DeepSeek. …
Big Blue Poised To Peddle Lots Of On Premises GenAI was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
Big Blue Poised To Peddle Lots Of On Premises GenAI
If you want to know the state of the art in GenAI model development, you watch what the Super 8 hyperscalers and cloud builders are doing and you also
The Next Platform
Microsoft Is More Dependent On OpenAI Than The Converse
Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in 2026. …
Microsoft Is More Dependent On OpenAI Than The Converse was written by Timothy Prickett Morgan at The Next Platform.
Microsoft Is More Dependent On OpenAI Than The Converse
Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in 2026. …
Microsoft Is More Dependent On OpenAI Than The Converse was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
Microsoft Is More Dependent On OpenAI Than The Converse
Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in
The Next Platform
Gartner Takes Another Stab At Forecasting AI Spending
The market researchers at Gartner have extended their forecast out to 2027 and dropped 2024 from the view since it is now more than a year past. …
Gartner Takes Another Stab At Forecasting AI Spending was written by Timothy Prickett Morgan at The Next Platform.
Gartner Takes Another Stab At Forecasting AI Spending
The market researchers at Gartner have extended their forecast out to 2027 and dropped 2024 from the view since it is now more than a year past. …
Gartner Takes Another Stab At Forecasting AI Spending was written by Timothy Prickett Morgan at The Next Platform.
Nextplatform
Gartner Takes Another Stab At Forecasting AI Spending
The market researchers at Gartner have extended their forecast out to 2027 and dropped 2024 from the view since it is now more than a year past. And
The Next Platform
Oracle’s Financing Primes The OpenAI Pump
Software giant Oracle has a vast installed base of enterprise customers that it has agglomerated over the decades that gives it the cash flow to do many things. …
Oracle’s Financing Primes The OpenAI Pump was written by Timothy Prickett Morgan at The Next Platform.
Oracle’s Financing Primes The OpenAI Pump
Software giant Oracle has a vast installed base of enterprise customers that it has agglomerated over the decades that gives it the cash flow to do many things. …
Oracle’s Financing Primes The OpenAI Pump was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
Oracle’s Financing Primes The OpenAI Pump
Software giant Oracle has a vast installed base of enterprise customers that it has agglomerated over the decades that gives it the cash flow to do many
The Next Platform
Robotics Will Break AI infrastructure: Here’s What Comes Next
SPONSORED CONTENT Physical AI and robotics are moving from the lab to the real world – and the cost of getting it wrong is no longer theoretical. …
Robotics Will Break AI infrastructure: Here’s What Comes Next was written by Timothy Prickett Morgan at The Next Platform.
Robotics Will Break AI infrastructure: Here’s What Comes Next
SPONSORED CONTENT Physical AI and robotics are moving from the lab to the real world – and the cost of getting it wrong is no longer theoretical. …
Robotics Will Break AI infrastructure: Here’s What Comes Next was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
Robotics Will Break AI infrastructure: Here's What Comes Next
SPONSORED CONTENT Physical AI and robotics are moving from the lab to the real world – and the cost of getting it wrong is no longer theoretical. With
The Next Platform
TACC Explores Mixed Precision And FP64 Emulation For HPC With Horizon
If you want to test out an idea in HPC simulation and modeling and see how it affects a broad array of scientific applications, there is probably not a better place than the Texas Advanced Computing Center at the University of Texas. …
TACC Explores Mixed Precision And FP64 Emulation For HPC With Horizon was written by Timothy Prickett Morgan at The Next Platform.
TACC Explores Mixed Precision And FP64 Emulation For HPC With Horizon
If you want to test out an idea in HPC simulation and modeling and see how it affects a broad array of scientific applications, there is probably not a better place than the Texas Advanced Computing Center at the University of Texas. …
TACC Explores Mixed Precision And FP64 Emulation For HPC With Horizon was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
TACC Explores Mixed Precision And FP64 Emulation For HPC With Horizon
If you want to test out an idea in HPC simulation and modeling and see how it affects a broad array of scientific applications, there is probably not a
The Next Platform
Dassault And Nvidia Bring Industrial World Models To Physical AI
During his more than two decades with Nvidia, Rev Lebaredian has had a ringside seat to the show that has been the evolution of modern AI, from the introduction of the AlexNet deep convolutional neural network that made waves by drastically lowering the error rate at the 2012 ImageNet challenge to the introduction of generative AI and now agentic AI, where systems can create AI assistance to help with knowledge work. …
Dassault And Nvidia Bring Industrial World Models To Physical AI was written by Jeffrey Burt at The Next Platform.
Dassault And Nvidia Bring Industrial World Models To Physical AI
During his more than two decades with Nvidia, Rev Lebaredian has had a ringside seat to the show that has been the evolution of modern AI, from the introduction of the AlexNet deep convolutional neural network that made waves by drastically lowering the error rate at the 2012 ImageNet challenge to the introduction of generative AI and now agentic AI, where systems can create AI assistance to help with knowledge work. …
Dassault And Nvidia Bring Industrial World Models To Physical AI was written by Jeffrey Burt at The Next Platform.
nextplatform
Dassault And Nvidia Bring Industrial World Models To Physical AI
During his more than two decades with Nvidia, Rev Lebaredian has had a ringside seat to the show that has been the evolution of modern AI, from the
The Next Platform
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
Pent up demand for MI308 GPUs in China, which AMD has been trying to get a license to sell since early last year, were approved so that $360 million in Instinct GPU sales that were not officially part of the pipeline made their way onto the AMD books in Q4 2025. …
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter was written by Timothy Prickett Morgan at The Next Platform.
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
Pent up demand for MI308 GPUs in China, which AMD has been trying to get a license to sell since early last year, were approved so that $360 million in Instinct GPU sales that were not officially part of the pipeline made their way onto the AMD books in Q4 2025. …
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
Pent up demand for MI308 GPUs in China, which AMD has been trying to get a license to sell since early last year, were approved so that $360 million in
The Next Platform
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
Here is how we know computing could eventually be a peer to energy, transportation, sustenance, and healthcare as a basic infrastructure need – and will be a bigger part of our lives in the future, if the hyperscalers and cloud builders have their way: The front loading of enormous capital expenses. …
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear was written by Timothy Prickett Morgan at The Next Platform.
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
Here is how we know computing could eventually be a peer to energy, transportation, sustenance, and healthcare as a basic infrastructure need – and will be a bigger part of our lives in the future, if the hyperscalers and cloud builders have their way: The front loading of enormous capital expenses. …
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
Here is how we know computing could eventually be a peer to energy, transportation, sustenance, and healthcare as a basic infrastructure need – and will
The Next Platform
The Twin Engine Strategy That Propels AWS Is Working Well
Like Google and Meta Platforms, Amazon knows exactly how to infuse AI into its business operations such as online retail, transportation, advertising, and even the Amazon Web Services cloud. …
The Twin Engine Strategy That Propels AWS Is Working Well was written by Timothy Prickett Morgan at The Next Platform.
The Twin Engine Strategy That Propels AWS Is Working Well
Like Google and Meta Platforms, Amazon knows exactly how to infuse AI into its business operations such as online retail, transportation, advertising, and even the Amazon Web Services cloud. …
The Twin Engine Strategy That Propels AWS Is Working Well was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
The Twin Engine Strategy That Propels AWS Is Working Well
Like Google and Meta Platforms, Amazon knows exactly how to infuse AI into its business operations such as online retail, transportation, advertising, and