The Next Platform
Datacenter Spending Forecast Revised Upwards – Yet Again
This is turning into a “dog bites man” story, but the forecasts for spending in the datacenter for this year keep going up and up, and a few days ago Gartner’s economists and prognosticators finished up their tea and looked at the leaves at the common of a cup through a polished crystal ball and predicted that datacenter spending this year would go up. …
Datacenter Spending Forecast Revised Upwards – Yet Again was written by Timothy Prickett Morgan at The Next Platform.
Datacenter Spending Forecast Revised Upwards – Yet Again
This is turning into a “dog bites man” story, but the forecasts for spending in the datacenter for this year keep going up and up, and a few days ago Gartner’s economists and prognosticators finished up their tea and looked at the leaves at the common of a cup through a polished crystal ball and predicted that datacenter spending this year would go up. …
Datacenter Spending Forecast Revised Upwards – Yet Again was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
Datacenter Spending Forecast Revised Upwards – Yet Again
This is turning into a “dog bites man” story, but the forecasts for spending in the datacenter for this year keep going up and up, and a few days ago
The Next Platform
The Greatest AI Show On Earth
The NVIDIA GTC conference has a reputation for delivering announcements that reshape industry roadmaps. …
The Greatest AI Show On Earth was written by David Gordon at The Next Platform.
The Greatest AI Show On Earth
The NVIDIA GTC conference has a reputation for delivering announcements that reshape industry roadmaps. …
The Greatest AI Show On Earth was written by David Gordon at The Next Platform.
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The Greatest AI Show On Earth
The NVIDIA GTC conference has a reputation for delivering announcements that reshape industry roadmaps. At this year's event, from March 16 to 19 in
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Cisco Doubles Up The Switch Bandwidth To Take On AI Scale Up And Scale Out
In the modern AI datacenter – really, a data galaxy at this point because AI processing needs have broken well beyond the bounds of a single datacenter or even multiple datacenters in a region in a few extreme cases – has two pinch points in the network. …
Cisco Doubles Up The Switch Bandwidth To Take On AI Scale Up And Scale Out was written by Timothy Prickett Morgan at The Next Platform.
Cisco Doubles Up The Switch Bandwidth To Take On AI Scale Up And Scale Out
In the modern AI datacenter – really, a data galaxy at this point because AI processing needs have broken well beyond the bounds of a single datacenter or even multiple datacenters in a region in a few extreme cases – has two pinch points in the network. …
Cisco Doubles Up The Switch Bandwidth To Take On AI Scale Up And Scale Out was written by Timothy Prickett Morgan at The Next Platform.
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Cisco Doubles Up The Switch Bandwidth To Take On AI Scale Up And Scale Out
In the modern AI datacenter – really, a data galaxy at this point because AI processing needs have broken well beyond the bounds of a single datacenter or
The Next Platform
Attending GTC? Join Us For An Exclusive Roundtable Dinner On AI Data Platforms
AI projects don’t fail because models don’t work or GPUs lack performance. …
Attending GTC? Join Us For An Exclusive Roundtable Dinner On AI Data Platforms was written by Atul Chaudhary at The Next Platform.
Attending GTC? Join Us For An Exclusive Roundtable Dinner On AI Data Platforms
AI projects don’t fail because models don’t work or GPUs lack performance. …
Attending GTC? Join Us For An Exclusive Roundtable Dinner On AI Data Platforms was written by Atul Chaudhary at The Next Platform.
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Attending GTC? Join us for an exclusive roundtable dinner on AI data platforms
AI projects don't fail because models don't work or GPUs lack performance. They fail because data can't keep pace. Enterprise teams have foundation models
The Next Platform
Only A Few AI Platforms Can Survive
It does not happen very often in the history of business that an orthogonal product is invented that almost immediately doubles the revenue pool of a market and has the prospect of tripling it over the next handful of years. …
Only A Few AI Platforms Can Survive was written by Timothy Prickett Morgan at The Next Platform.
Only A Few AI Platforms Can Survive
It does not happen very often in the history of business that an orthogonal product is invented that almost immediately doubles the revenue pool of a market and has the prospect of tripling it over the next handful of years. …
Only A Few AI Platforms Can Survive was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
Only A Few AI Platforms Can Survive
It does not happen very often in the history of business that an orthogonal product is invented that almost immediately doubles the revenue pool of a
The Next Platform
The Memory Crunch Pinches Cisco’s Profits
It has taken many years for the AI boom to reach the general ledgers and balance sheets of the world’s largest original equipment manufacturers, and one might say that it has taken particularly long for Cisco Systems, the dominant supplier of switching and routing in the enterprise and traditional telco/service provider spaces as well as a respectable systems supplier with over 90,000 customers using its UCS converged server-switch platforms. …
The Memory Crunch Pinches Cisco’s Profits was written by Timothy Prickett Morgan at The Next Platform.
The Memory Crunch Pinches Cisco’s Profits
It has taken many years for the AI boom to reach the general ledgers and balance sheets of the world’s largest original equipment manufacturers, and one might say that it has taken particularly long for Cisco Systems, the dominant supplier of switching and routing in the enterprise and traditional telco/service provider spaces as well as a respectable systems supplier with over 90,000 customers using its UCS converged server-switch platforms. …
The Memory Crunch Pinches Cisco’s Profits was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
The Memory Crunch Pinches Cisco’s Profits
It has taken many years for the AI boom to reach the general ledgers and balance sheets of the world’s largest original equipment manufacturers, and one
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The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
$230.70. That’s it.
If you take the $34.6 billion that Arista Networks has made in product revenue since it was founded way back in 2004 by Andy Bechtolsheim, David Cheriton, and Kenneth Duda and divide it by the 150 million cumulative ports that it has shipped (with the product ramp really starting in 2010 after the company dropped out of stealth mode in 2009) This is a remarkable number give the fact that Arista has tended to ship very expensive ports that often cost $1,000 or more without services on top of them. …
The Current AI Networking Wave Will Be A Tsunami Of Money By 2027 was written by Timothy Prickett Morgan at The Next Platform.
The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
$230.70. That’s it.
If you take the $34.6 billion that Arista Networks has made in product revenue since it was founded way back in 2004 by Andy Bechtolsheim, David Cheriton, and Kenneth Duda and divide it by the 150 million cumulative ports that it has shipped (with the product ramp really starting in 2010 after the company dropped out of stealth mode in 2009) This is a remarkable number give the fact that Arista has tended to ship very expensive ports that often cost $1,000 or more without services on top of them. …
The Current AI Networking Wave Will Be A Tsunami Of Money By 2027 was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
$230.70. That’s it. If you take the $34.6 billion that Arista Networks has made in product revenue since it was founded way back in 2004 by Andy
The Next Platform
AI Eats The World, And Most Of Its Flash Storage
If you want to be in the DRAM and flash memory markets, you had better enjoy rollercoasters. …
AI Eats The World, And Most Of Its Flash Storage was written by Timothy Prickett Morgan at The Next Platform.
AI Eats The World, And Most Of Its Flash Storage
If you want to be in the DRAM and flash memory markets, you had better enjoy rollercoasters. …
AI Eats The World, And Most Of Its Flash Storage was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
AI Eats The World, And Most Of Its Flash Storage
If you want to be in the DRAM and flash memory markets, you had better enjoy rollercoasters. Because the boom-bust cycles in these businesses are true
The Next Platform
Some Game Theory On That Nvidia-Meta Platforms Partnership
When Meta Platforms does a big AI system deal with Nvidia, that usually means that some other open hardware plan that the company had can’t meet an urgent need for compute. …
Some Game Theory On That Nvidia-Meta Platforms Partnership was written by Timothy Prickett Morgan at The Next Platform.
Some Game Theory On That Nvidia-Meta Platforms Partnership
When Meta Platforms does a big AI system deal with Nvidia, that usually means that some other open hardware plan that the company had can’t meet an urgent need for compute. …
Some Game Theory On That Nvidia-Meta Platforms Partnership was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
Some Game Theory On That Nvidia-Meta Platforms Partnership
When Meta Platforms does a big AI system deal with Nvidia, that usually means that some other open hardware plan that the company had can’t meet an urgent
The Next Platform
Taalas Etches AI Models Onto Transistors To Rocket Boost Inference
Adding big blocks of SRAM to collections of AI tensor engines, or better still, a waferscale collection of such engines, turbocharges AI inference, as has been shown time and again by AI upstarts Cerebras Systems, SambaNova Systems (which Intel is rumored to have taken a run at late last year), Groq (just eaten by Nvidia for $20 billion), and Graphcore (eaten by SoftBank for $600 million a year and a half ago) as they compare against GPUs from Nvidia and AMD. …
Taalas Etches AI Models Onto Transistors To Rocket Boost Inference was written by Timothy Prickett Morgan at The Next Platform.
Taalas Etches AI Models Onto Transistors To Rocket Boost Inference
Adding big blocks of SRAM to collections of AI tensor engines, or better still, a waferscale collection of such engines, turbocharges AI inference, as has been shown time and again by AI upstarts Cerebras Systems, SambaNova Systems (which Intel is rumored to have taken a run at late last year), Groq (just eaten by Nvidia for $20 billion), and Graphcore (eaten by SoftBank for $600 million a year and a half ago) as they compare against GPUs from Nvidia and AMD. …
Taalas Etches AI Models Onto Transistors To Rocket Boost Inference was written by Timothy Prickett Morgan at The Next Platform.
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Taalas Etches AI Models Onto Transistors To Rocket Boost Inference
Adding big blocks of SRAM to collections of AI tensor engines, or better still, a waferscale collection of such engines, turbocharges AI inference, as has
The Next Platform
CPU-Only Compute Still Matters To A Lot Of HPC Centers
It has taken three decades for HPC to move to the cloud, and the truth is that a lot of simulation and modeling applications are still coded to run on CPUs. …
CPU-Only Compute Still Matters To A Lot Of HPC Centers was written by Timothy Prickett Morgan at The Next Platform.
CPU-Only Compute Still Matters To A Lot Of HPC Centers
It has taken three decades for HPC to move to the cloud, and the truth is that a lot of simulation and modeling applications are still coded to run on CPUs. …
CPU-Only Compute Still Matters To A Lot Of HPC Centers was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
CPU-Only Compute Still Matters To A Lot Of HPC Centers
It has taken three decades for HPC to move to the cloud, and the truth is that a lot of simulation and modeling applications are still coded to run on
The Next Platform
AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026
While releasing an update to its InferenceX AI inference benchmark test, formerly known as InferenceMax and thus far only having Nvidia and AMD testing systems using it, the analysts SemiAnalysis declared correctly that thus far only Nvidia, AWS, and Google have created rackscale systems that are deployed today, and that AMD was working on it. …
AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026 was written by Timothy Prickett Morgan at The Next Platform.
AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026
While releasing an update to its InferenceX AI inference benchmark test, formerly known as InferenceMax and thus far only having Nvidia and AMD testing systems using it, the analysts SemiAnalysis declared correctly that thus far only Nvidia, AWS, and Google have created rackscale systems that are deployed today, and that AMD was working on it. …
AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026 was written by Timothy Prickett Morgan at The Next Platform.
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AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026
While releasing an update to its InferenceX AI inference benchmark test, formerly known as InferenceMax and thus far only having Nvidia and AMD testing
The Next Platform
Some More Game Theory, This Time On The AMD-Meta Platforms Deal
It may seem like you are having flashbacks, but you are not. …
Some More Game Theory, This Time On The AMD-Meta Platforms Deal was written by Timothy Prickett Morgan at The Next Platform.
Some More Game Theory, This Time On The AMD-Meta Platforms Deal
It may seem like you are having flashbacks, but you are not. …
Some More Game Theory, This Time On The AMD-Meta Platforms Deal was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
Some More Game Theory, This Time On The AMD-Meta Platforms Deal
It may seem like you are having flashbacks, but you are not. The deal that AMD has just announced with Meta Platforms is extremely similar to the one it