AI-Driven CPU Shortage Saves Intel’s Financial Cookies
…It is not the company run by marketeers that read the pricing and technical riot act to hyperscalers and cloud builders in the 2010s, and essentially pushed these key customers into the…
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Stop Measuring AI Training Costs In GPU Hours
…Delays and variability compound across the full experimentation cycle. Every percentage point of utilization, every recovered hour, and every avoided rollback compounds. Choosing cloud infrastructure built around that reality is where the…
Eridu Cuts To The AI Networking Chase With High Radix Switch System
CONNECT Eridu Cuts To The AI Networking Chase With High Radix Switch System Sometimes, innovation in IT comes out of the hyperscalers and clouds. But long before these companies rose out of…
As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
…cloud builders, and model builders who command deeper discounts than large enterprises with much smaller volumes can ask for. As more enterprises start deploying their own GenAI, revenue per GPU chiplet will…
Some Game Theory On That Nvidia-Meta Platforms Partnership
…The amount of money this partnership encompassed was not announced, and very likely because this is a commitment to buy parts from Nvidia and to also buy capacity from clouds and/or…
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…
Broadcom May Become The Biggest Counterbalance To Nvidia
…But with AI on the rise, it has stopped being specific about them and prefers now to talk about AI chips (and systems) versus other chips. It gives a few hints here…
Quantinuum Makes Another Milestone On Commercial Quantum Roadmap
…We can take that design and kind of stamp it out in a whole big chip and get a whole bunch of these junctions working together so that you can re-sort…
How Sustainable Is This Crazy Server Spending?
…As we have been saying all along, we have trouble believing that the chip makers and packagers of the world can create enough chippery to chase such revenues, and that the world…
Reduce Manual Effort, Achieve Better Coverage With AI And Formal Techniques
…AI Envelope May 15, 2026 Cloud HPE Throws VM Users A Lifeline, Unifying Containers And VM Management In Cloud Stack May 13, 2026 connect OpenAI, Microsoft And Friends Build A Better, More…