Compute
The First AI Benchmarks Pitting AMD Against Nvidia
Rated horsepower for a compute engine is an interesting intellectual exercise, but it is where the rubber hits the road that really matters. …
Compute
AI
Dell’s AI Server Business Now Bigger Than VMware Used To Be
We have been watching the big original equipment manufactures like a hawk to see how they are generating revenues and income from GPU-accelerated system sales. …
Compute
Nvidia Says “Blackwell” GPU Issues Are Fixed, Ramp Starts In Fiscal Q4
Welcome to the most important earnings call in history, with the weight of the aggregate stock markets of the entire world hanging on what Nvidia says and doesn’t say. …
AI
Interview: Post-Earnings Insight With Nvidia CFO Colette Kress
After Wall Street closed the markets for the day and Nvidia reported its financial results for the second quarter of fiscal 2025, we had the opportunity to chat with Colette Kress, chief financial officer of the accelerated computing giant. …
Compute
IBM Shows Off Next-Gen AI Acceleration, On Chip DPU For Big Iron
Big Blue might be a little late to the AI acceleration game, but it has a captive audience in its System z mainframe and Power Systems servers. …
Compute
When Nvidia Says Hot Chips, It Means Hot Platforms
Nvidia hit a rare patch of bad news earlier this month when reports started circulating claiming that the company’s much-anticipated “Blackwell” GPU accelerators could be delayed by as much as three months due to design flaws. …
Compute
When You’re Building The Future, The Past Is No Longer A Guide
A complex world demands complex systems.
Designing and improving new industrial systems, semiconductors, or vehicles, whether earth or space bound, presents massive engineering and manufacturing challenges. …
Compute
Supermicro Financials Get Better As The Company Gets Bigger
It’s still Ketchup Week here at The Next Platform, and we are going to be circling back to look at the financials of a number of bellwether datacenter companies that we could not get to during a number of medical crisis – including but not limited to our family catching COVID when we took a week of vacation at a lake in Michigan. …
AI
Why AMD Spent $4.9 Billion To Buy ZT Systems
If AMD is willing and eager to spend $4.9 billion to buy a systems company – that is more than its entire expected haul for sales of datacenter GPUs for 2024 – then you have to figure that acquisition is pretty important. …
Compute
AI Pervades The Cisco Stack, But Is Only Starting To Drive Sales
Like many other suppliers of hardware and systems software, Cisco Systems is trying to figure out how to make money on the AI revolution. …