Cloud
Skepticism About AI Use Does Not Yet Negate The Appetite For AI Hardware
People – and when we say “people” we mean “Wall Street” as well as individual investors – sometimes have unreasonable expectations. …
Articles by Timothy Prickett Morgan
Compute
AMD Moves Up Instinct MI355X Launch As Datacenter Biz Hits Records
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. …
Compute
The Gigabucks Going Into Datacenter Gigawatts
The only thing that takes longer to bring online slower than a datacenter is a chip foundry, which is unfortunate for a lot of different reasons. …
Compute
Intel Pushes Out “Clearwater Forest” Xeon 7, Sidelines “Falcon Shores” Accelerator
If Intel hopes to survive the next few years as a freestanding company and return to its role as innovator, it can not afford to waste its time and it cannot afford to make any more mistakes. …
Compute
The Road Ahead For Datacenter Compute Engines: The CPUs
Updated with just-announced Intel roadmap changes.
It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. …
Compute
IBM Takes The Patient Path To Future GenAI Profits
While the hyperscalers and cloud builders provide the best indicator of what it takes to create state of the art GenAI models and the infrastructure to train them as well as to put them into production for practical use through an API interface, perhaps IBM is one of the best leading indicators for how GenAI will slowly be adopted by the enterprises of the world within their own organizations. …
Store
New Year, New Data Strategy: How AI And Scalable Storage Shape 2025’s Resolutions
COMMISSIONED: The new year has arrived, bringing with it the usual resolutions: get fitter, read more books, maybe finally tackle that ever-growing email backlog. …
AI
Azure Can’t Make Up For On Premises Profit Decline At Microsoft
If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to figure out how to get GPU-accelerated systems, you ought to try to convince the same companies to upgrade to Windows Server 2025, which launched last November. …
AI
How Did DeepSeek Train Its AI Model On A Lot Less – And Crippled – Hardware?
Maybe they should have called it DeepFake, or DeepState, or better still Deep Selloff. …
Compute
Brad McCredie Is The Pedal To AMD’s Datacenter GPU Metal
Brad McCredie like engines, and more importantly, he likes to make them go fast. …