Connect
Key Hyperscalers And Chip Makers Gang Up On Nvidia’s NVSwitch Interconnect
The generative AI revolution is making strange bedfellows, as revolutions and emerging monopolies that capitalize on them, often do. …
Connect
Connect
With Thor 2, Broadcom Wants To Become The AI Network Adapter
Aside from all of the buzz that optics get in datacenter networking, copper is still king of the short haul. …
AI
Nvidia’s Enormous Financial Success Becomes . . . Normal
For the past five years, since Nvidia acquired InfiniBand and Ethernet switch and network interface card supplier Mellanox, people have been wondering what the split is between compute and networking in the Nvidia datacenter business that has exploded in growth and now represents most of revenue for each quarter. …
Compute
Gordon Bell: A Giant Of Minicomputers, Unparalleled In Supercomputers
Two Gordons loom large in the history of computing, and both made observations about the interplay of economics and technology and how they foster progress, which have both been enshrined as laws. …
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Cisco Starts To See Signs Of Datacenter Spending Recovery
If you look at the financial results for Cisco Systems over more than a decade, it is hard to tell one year from the other. …
Connect
Greasing The Skids To Move AI From InfiniBand To Ethernet
Just about everybody, including Nvidia, thinks that in the long run, most people running most AI training and inference workloads at any appreciable scale – hundreds to millions of datacenter devices – will want a cheaper alternative for networking AI accelerators than InfiniBand. …
Compute
Mixed Results For The Datacenter Thundering Thirteen In Q4
We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …
Connect
How To Build A Better “Blackwell” GPU Than Nvidia Did
While a lot of people focus on the floating point and integer processing architectures of various kinds of compute engines, we are spending more and more of our time looking at memory hierarchies and interconnect hierarchies. …
Connect
How Long Until The ODMs Take Over Ethernet Switching?
For more than a year now, we have been talking about how investments in AI servers have put a damper on budgets for servers used to support other corporate applications. …
AI
How Nvidia Blackwell Systems Attack 1 Trillion Parameter AI Models
We like datacenter compute engines here at The Next Platform, but as the name implies, what we really like are platforms – how compute, storage, networking, and systems software are brought together to create a platform on which to build applications. …