Nvidia may be shipping its “Blackwell” B100, B200, and GB200 compute engines, but not in enough volumes for server maker Supermicro to meet its revenue expectations in the quarter ended in December. …
After only a little more than a year of running Intel’s Data Center and AI group – which is probably about as much fun right now as falling down the stairs – Justin Hotard has departed the chip maker to become the next chief executive officer of Nokia, which interestingly enough has a renewed interest in building cloud networks and making money at that. …
There is a bit of AI spending one-upmanship going on among the hyperscalers and cloud builders – and now the foundation model builders who are partnering with their new sugar daddies to be able to afford to build vast AI accelerator estates to push the state of the art in model capabilities and intelligence. …
People – and when we say “people” we mean “Wall Street” as well as individual investors – sometimes have unreasonable expectations. …
When we first started The Next Platform a decade ago, there was not really much of a reason to cover the company’s datacenter efforts. …
Brad McCredie like engines, and more importantly, he likes to make them go fast. …
The University of Stuttgart’s High Performance Computing Center (HLRS) in Germany tapped Hewlett Packard Enterprise back in December 2023 to build a prototype hybrid CPU-GPU supercomputer nicknamed “Hunter” to pave the way towards an exascale-class machine it is budgeting to have installed in 2027 called “Herder.” …
We have said it before, and we will say it again as everyone is chewing on the financial results that Nvidia just turned in for its third quarter of fiscal 2025 ended in October. …
There are lots of ways that we might build out the memory capacity and memory bandwidth of compute engines to drive AI and HPC workloads better than we have been able to do thus far. …
It is beginning to look like chip maker Intel hit the bottom in its products and foundry businesses in the second quarter of this year and that revenues are slowly – we won’t go so far as to say surely – improving. …
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