AI
A Deep Dive Into Datacenter And Server Spending Forecasts
Spending on AI systems in 2024 just utterly blew by the expectations of the major market researchers and those who dabble in metrics like we do. …
server
AI
AI Infrastructure Spending: Is The Boom Chemical Or Nuclear?
The IT infrastructure market is undergoing its own kind of climate change thanks to the overheating of the market due to the GenAI boom. …
AI
The Only Thing Worse Than Selling AI Servers Is Not Selling Them
For as long as we can remember, the high performance computing business was one where it has been difficult for the manufacturers that build systems to make a buck. …
Compute
Intel Rounds Out “Granite Rapids” Xeon 6 With A Slew Of Chips
It is no secret that chip maker Intel is having a tough time these days on a number of fronts, but it is important to remember that nearly two out of every three processors sold into the datacenter are Intel Inside. …
AI
Cisco Is The Bellwether Of Enterprise AI Adoption
While the hyperscalers and big cloud builders all are racing as fast as they can to build the biggest – and presumably the best – models, or collections of models, to win the AI race and become the Microsoft or Red Hat of commercial-grade models, the acquisition of AI hardware and envelope pushing on AI model architecture is not indicative of the adoption of AI by enterprises. …
Compute
Intel Datacenter Chief Departs To Run Nokia – Now What?
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. …
Compute
How Much Money Does Arm Make In The Datacenter?
As we have been saying for quite some time, when it comes to datacenter CPUs, we think that homegrown Arm processors (as well as those made by independents Ampere Computing and Huawei Technologies) will eventually represent at least half of the computing capacity that the hyperscalers and major cloud builders install. …
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
GenAI Boom: Datacenter Spending Forecast Raised Again
Economic and technical forces have a kind of momentum that keeps them growing even as any new technology goes through its inevitable hype cycle from innovation to inflated expectations to disillusionment to deployment into productivity. …
Compute
With Gelsinger Gone, Who Benefits From An Intel Break Up?
We did not think that today we would be writing about Pat Gelsinger “retiring” from the company that he loves best and most. …