The Next Platform
@TheNextPlatform
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For all that matters at scale. HPC, hyperscale, large enterprise and now out to the edge.
Joined October 2015
HPE has completed its Juniper buy, and now redrawing the switch and router roadmaps begins. $HPE $JNPR $NVDA $CSCO.
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If Google, AWS, Microsoft, and Meta can’t get the HBM they need for their XPUs, they will sue the crap out of Nvidia or AMD or the HBM makers. $MU $NVDA $AMD $GOOG $MSFT $AMZN $META.
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The Doudna supercomputer at Lawrence Berkeley National Laboratory shows how HPC centers are going to have to adapt simulations and models for mixed precision and cannot rely on affordable FP64 compute. $NVDA $DELL $AMD.
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Thanks to AI, Nvidia is now a contender to be the largest datacenter Ethernet switch maker in the world. $NVDA $ANET $CSCO $HPE.
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Intel has added top-notch engineers from Cadence, Apple, and Google to its AI efforts, and has an engineer leading sales. $INTC $AAPL $GOOG $CDNS.
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AMD finally gave out a full forecast for AI accelerator spending in the datacenter. The numbers are surprising in a number of ways. $AMD $NVDA.
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A first look at the future GPUs and rackscale systems coming from AMD and its partners. Watch out, Big Green. Here comes Big Red. $AMD $NVDA.
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RT @TDaytonPM: Forget the Top500 supercomputers. We drill down in the new systems for the third time in a year, and that gives better a sen….
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Forget the Top500 supercomputers. We drill down in the new systems for the third time in a year, and that gives better a sense of what is happening in HPC. $NVDA $AMD $INTC.
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Broadcom plays both sides of the chip streets, shepherding custom XPUs for the tech titans and also selling them merchant switch chips. $AVGO $NVDA $GOOG $META.
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Like everyone else, HPE is using AI to cut costs and push revenues. $HPE $DELL.
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Broadcom has first-mover advantage on 102.4 Tb/sec Ethernet switch ASICs, and is focusing on both scale up and scale out AI networks. $AVGO $NVDA $CSCO.
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Supercomputing has always been political and a matter of national security, and AI is the most mainstream supercomputing ever with the farest-reaching effects. Export controls are a given. $NVDA $AMD $INTC.
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HPE has boosted the performance of its DPU-enhanced smart switches, and now they can take on more datacenter work. $HPE $AMD.
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Do we need a new operating system for AI, and what might it look like?.
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Nvidia is going to let hyperscalers and cloud builders licenses its NVLink memory interconnect for their CPUs and accelerators. $NVDA $AMD $MSFT $GOOG $AMZN $META.
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Neocloud TensorWave has got $100 million in Series A funding, but its new cluster with 8,192 AMD MI325X GPUs has to cost a lot more than that. $AMD $NVDA.
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We pick apart the investments that Saudia Arabia, which has AI envy and lots of cash, are making in Nvidia, AMD, and Groq over the next five years. $NVDA $AMD.
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The GPU export controls on China hurt AMD a lot more than they hurt Nvidia. $AMD $NVDA.
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