Two weeks ago, before we began our nightmare travels to get to the 2025 edition of the GOU Technology Conference in San Jose, we put together an analysis of the AI server and storage spending forecasts put out by the good folks at IDC. Now, we have a similar, and …
Intel is hosting its Vision 2025 annual event in Las Vegas this week, what we old hands used to call Intel Developer Forum back in the days when the chip maker was taking over more and more of the datacenter and had give the world a relatively inexpensive and uniform …
The way that Nvidia co-founder and chief executive officer Jensen Huang sees it, his company’s role in the ever-emerging quantum computing field is no different than that in other industries where AI and accelerated computing play roles. Nvidia is an enabler and facilitator. It makes things happen. “Nvidia doesn’t make …
The injection of generative AI into the bloodstream of the tech titans and now businesses of all sizes and stripes over the past two years has forced IT vendors, from hardware makers to component providers to enterprise application developers, to quickly rework their roadmaps to address the particular demands of …
In a panel discussion during GPU Technical Conference a few weeks ago, Nvidia co-founder and chief executive officer Jensen Huang suggested to executives of several quantum computing companies that are calling their systems “computers” may be a misnomer and that a better tag might be “instruments.” Sitting next to Huang …
It is safe to say in 2025 that the best job in the world is the chief executive officer of Nvidia, and that the company’s co-founder, Jensen Huang, has steered the company to great heights as much as fellow co-founders Thomas Watson ever did with International Business Machines, Larry Ellison …
At this point in the history of datacenter systems, there can be no higher praise than to be chosen by Nvidia as a component supplier for its AI systems. Which is why upstart interconnect chip maker Astera Labs, which is taking on the likes of Broadcom and Marvell for PCI-Express …
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Two decades ago, the hyperscalers and cloud builders started remaking the Ethernet switch market in the datacenter in their own image, and now it looks like AI training and inference is going to morph Ethernet switching in the datacenter once again. The amazing thing, as far as we are concerned, …
The best minds in networking spent the better part of two decades wrenching the control planes of switches and routers out of network devices and putting them into external controllers. We called this software-defined networking, or SDN, and it gave network operating centers a holistic view of the network and …
SPONSORED CONTENT Consider, for a moment, the current state of AI accelerators and datacenter GPUs. Now, try to imagine this landscape without Micron Technology’s entry into the High Bandwidth Memory (HBM) market. Micron’s robust leadership and groundbreaking innovation in meeting the memory bandwidth demands of AI workloads have ushered in …
An interesting thought experiment to do in 2025 when looking at the financial results of just about any of the key compute, storage, and networking component and system suppliers is to imagine how any given company’s numbers would look if you backed out the AI portions of its business. In …
The world is getting stranger, isn’t it? We understand, given the difficulties of selling Arm server chips to hyperscalers and cloud builders that are also designing and manufacturing their own Arm CPUs, why Ampere Computing, the only successful freestanding Arm server CPU supplier to even get its chips into its …
If you are going to be the full-stack, hardware-to-software-to-developer tools leader in the brave new world of AI, as Nvidia most certainly is, then you have to be able to adapt to the myriad environments that the emerging technology is threading itself through. During his keynote address at Nvidia’s GPU …
High tech companies always have roadmaps. Whether or not they show them to the public, they are always showing them to key investors if they are in their early stages, getting ready to sell some shares on Wall Street to make money – literally, going public – or talking to …
When it comes to networking, the rules around here at The Next Platform are simple. When it comes to hyperscale networking for massively distributed, largely not coherent applications, the rule is: Route when you can, and switch if you must. For HPC and AI workloads, which are both latency and …
The IT infrastructure market is undergoing its own kind of climate change thanks to the overheating of the market due to the GenAI boom. Just like real climate change makes it difficult for the existing models to accurately predict the weather, and constant model tweaks and limited relatively current data …
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