Red Hat Saddles Up For The Wide Open GenAI Horizons
…They still want to be able to govern and control a lot of the underlying platforms and resources that are being used for AI.” red hat code ai ibm podman ai lab…
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Some More Game Theory, This Time On The AMD-Meta Platforms Deal
…This deal AMD has inked with Meta Platforms is also similar in magnitude and nearly in scope to the one that the social networker signed with AI hardware juggernaut Nvidia last week…
Broadcom May Become The Biggest Counterbalance To Nvidia
…As is our custom, items shown in bold red italics are estimates from The Next Platform . In our model, AI chip (and system) revenues rose by more than 2X to $8.44…
Ayar Labs Gets $500 Million To Ramp Photonics Into 2028 AI Systems
…The TeraPHY optical engines are etched using the COUPE technique from TSMC, and in a sense, the partnership between Ayar Labs and Alchip allows compute engine and switch chip vendors to get…
Building The Imperfect Beast
…Meta Platforms Gets It Frontier Model Act Together. Meta Platforms co-founder and chief executive officer Mark Zuckerberg spent $14.3 billion on an “acquihire” of Scale AI to get Alexandr Wang…
Rebellions AI Rings Up The Money To Rack Up AI Inference Systems
COMPUTE Rebellions AI Rings Up The Money To Rack Up AI Inference Systems While we are fond of compute engines, networking chips, and storage devices here at The Next Platform , what ultimately…
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
…And therefore Micron has also found its footing in this niche DRAM market after a failed attempt to start a different stacked memory standard a decade ago in its partnership with Intel…
As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
…areas where Nvidia and its partners are leaving their mark, from AI and quantum computing to telecommunications, supercomputers, robotics, and cybersecurity – via a partnership with security firm CrowdStrike – and all in the…
Dell Is Determined To Gets Its Piece Of The AI Enterprise Pie
…The decision first emerged this month when Qualcomm announced a deal with Saudi AI company HUMAIN. Cisco will work with the AI Infrastructure Partnership , which includes Microsoft, Nvidia, xAI, and others. Last…
SambaNova Pits Its Engineering Against Nvidia For Agentic AI
…The Intel investment also includes a strategic partnership between what used to be the world’s largest chip maker and the AI upstart, which was founded in 2017. There were rumors going…