AI Archives - The Next Platform https://www.nextplatform.com/tag/ai/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Thu, 06 Mar 2025 02:35:46 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://www.nextplatform.com/wp-content/uploads/2015/04/cropped-PlatformStack-150x150.jpg AI Archives - The Next Platform https://www.nextplatform.com/tag/ai/ 32 32 86113652 Blackwell Is The Fastest Ramping Compute Engine In Nvidia’s History https://www.nextplatform.com/2025/02/26/blackwell-is-the-fastest-ramping-compute-engine-in-nvidias-history/ https://www.nextplatform.com/2025/02/26/blackwell-is-the-fastest-ramping-compute-engine-in-nvidias-history/#comments Thu, 27 Feb 2025 03:50:04 +0000 https://www.nextplatform.com/?p=145372 With the months-long blip in manufacturing that delayed the “Blackwell” B100 and B200 generations of GPUs in the rear view mirror and nerves more calm about the potential threat that the techniques used in the AI models of Chinese startup DeepSeek better understood, Nvidia’s final quarter of its fiscal 2025 and its projections for continuing sequential growth in fiscal 2026 will bring joy to Wall Street. …

Blackwell Is The Fastest Ramping Compute Engine In Nvidia’s History was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/26/blackwell-is-the-fastest-ramping-compute-engine-in-nvidias-history/feed/ 1 145372 Hell Freezes Over: Cisco And Nvidia Cross-Pollenate AI Networking https://www.nextplatform.com/2025/02/25/hell-freezes-over-cisco-and-nvidia-cross-pollenate-ai-networking/ https://www.nextplatform.com/2025/02/25/hell-freezes-over-cisco-and-nvidia-cross-pollenate-ai-networking/#respond Tue, 25 Feb 2025 20:52:14 +0000 https://www.nextplatform.com/?p=145370 UPDATED  Networking giant Cisco Systems and AI platform provider Nvidia have hammered out a deal to mix and match each other’s technologies to create a broader set of AI networking options for their respective and – importantly, prospective – customers. …

Hell Freezes Over: Cisco And Nvidia Cross-Pollenate AI Networking was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/25/hell-freezes-over-cisco-and-nvidia-cross-pollenate-ai-networking/feed/ 0 145370 Arista Can Ride AI Up Past $10 Billion In 2026 https://www.nextplatform.com/2025/02/19/arista-can-ride-ai-up-past-10-billion-in-2026/ https://www.nextplatform.com/2025/02/19/arista-can-ride-ai-up-past-10-billion-in-2026/#respond Wed, 19 Feb 2025 21:37:14 +0000 https://www.nextplatform.com/?p=145327 In many ways, Arista Networks still behaves like a startup even though it was founded twenty years ago, rollout out its first products a little more than a decade and a half ago, went public a decade ago, and now as over 10,000 customers and over 100 million Ethernet ports sold that generated a cumulative $32 billion in revenues for hardware, software, and support. …

Arista Can Ride AI Up Past $10 Billion In 2026 was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/19/arista-can-ride-ai-up-past-10-billion-in-2026/feed/ 0 145327 HPE Sets Gen12 ProLiant Servers Loose On AI And The Edge https://www.nextplatform.com/2025/02/12/hpe-sets-gen12-proliant-servers-loose-on-ai-and-the-edge/ https://www.nextplatform.com/2025/02/12/hpe-sets-gen12-proliant-servers-loose-on-ai-and-the-edge/#respond Wed, 12 Feb 2025 15:07:33 +0000 https://www.nextplatform.com/?p=145300 Hewlett Packard Enterprise last summer introduced the first of its Gen12 ProLiant systems, packed with Nvidia’s latest GPU accelerators and aimed squarely at the rapidly expanding AI space that in less than two years went from prompt-and-respond chatbots to AI agents that can reason, plan, and collaborate on their own. …

HPE Sets Gen12 ProLiant Servers Loose On AI And The Edge was written by Jeffrey Burt at The Next Platform.

]]> https://www.nextplatform.com/2025/02/12/hpe-sets-gen12-proliant-servers-loose-on-ai-and-the-edge/feed/ 0 145300 Extended “Blackwell” GPU Ramp Cools Growth At Supermicro https://www.nextplatform.com/2025/02/11/extended-blackwell-gpu-ramp-cools-growth-at-supermicro/ https://www.nextplatform.com/2025/02/11/extended-blackwell-gpu-ramp-cools-growth-at-supermicro/#comments Wed, 12 Feb 2025 03:57:52 +0000 https://www.nextplatform.com/?p=145296 Nvidia may be shipping its “Blackwell” B100, B200, and GB200 compute engines, but not in enough volumes for server maker Supermicro to meet its revenue expectations in the quarter ended in December. …

Extended “Blackwell” GPU Ramp Cools Growth At Supermicro was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/11/extended-blackwell-gpu-ramp-cools-growth-at-supermicro/feed/ 1 145296 Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments https://www.nextplatform.com/2025/02/07/amazon-will-spend-nearly-a-year-of-aws-revenue-on-ai-investments/ https://www.nextplatform.com/2025/02/07/amazon-will-spend-nearly-a-year-of-aws-revenue-on-ai-investments/#comments Fri, 07 Feb 2025 18:02:52 +0000 https://www.nextplatform.com/?p=145278 There is a bit of AI spending one-upmanship going on among the hyperscalers and cloud builders – and now the foundation model builders who are partnering with their new sugar daddies to be able to afford to build vast AI accelerator estates to push the state of the art in model capabilities and intelligence. …

Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/07/amazon-will-spend-nearly-a-year-of-aws-revenue-on-ai-investments/feed/ 2 145278 Skepticism About AI Use Does Not Yet Negate The Appetite For AI Hardware https://www.nextplatform.com/2025/02/05/skepticism-about-ai-use-does-not-yet-negate-the-appetite-for-ai-hardware/ https://www.nextplatform.com/2025/02/05/skepticism-about-ai-use-does-not-yet-negate-the-appetite-for-ai-hardware/#respond Wed, 05 Feb 2025 16:07:34 +0000 https://www.nextplatform.com/?p=145265 People – and when we say “people” we mean “Wall Street” as well as individual investors – sometimes have unreasonable expectations. …

Skepticism About AI Use Does Not Yet Negate The Appetite For AI Hardware was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/05/skepticism-about-ai-use-does-not-yet-negate-the-appetite-for-ai-hardware/feed/ 0 145265 AMD Moves Up Instinct MI355X Launch As Datacenter Biz Hits Records https://www.nextplatform.com/2025/02/04/amd-moves-up-instinct-355x-launch-as-datacenter-biz-hits-records/ https://www.nextplatform.com/2025/02/04/amd-moves-up-instinct-355x-launch-as-datacenter-biz-hits-records/#comments Wed, 05 Feb 2025 04:20:28 +0000 https://www.nextplatform.com/?p=145259 When we first started The Next Platform a decade ago, there was not really much of a reason to cover the company’s datacenter efforts. …

AMD Moves Up Instinct MI355X Launch As Datacenter Biz Hits Records was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/04/amd-moves-up-instinct-355x-launch-as-datacenter-biz-hits-records/feed/ 2 145259 Azure Can’t Make Up For On Premises Profit Decline At Microsoft https://www.nextplatform.com/2025/01/29/azure-cant-make-up-for-on-premise-profit-decline-at-microsoft/ https://www.nextplatform.com/2025/01/29/azure-cant-make-up-for-on-premise-profit-decline-at-microsoft/#comments Thu, 30 Jan 2025 03:13:05 +0000 https://www.nextplatform.com/?p=145235 If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to figure out how to get GPU-accelerated systems, you ought to try to convince the same companies to upgrade to Windows Server 2025, which launched last November. …

Azure Can’t Make Up For On Premises Profit Decline At Microsoft was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/01/29/azure-cant-make-up-for-on-premise-profit-decline-at-microsoft/feed/ 2 145235 TSMC Can’t Be Caught Or Bought, Only Sought Or Stolen https://www.nextplatform.com/2025/01/16/tsmc-cant-be-caught-or-bought-only-sought-or-stolen/ https://www.nextplatform.com/2025/01/16/tsmc-cant-be-caught-or-bought-only-sought-or-stolen/#comments Thu, 16 Jan 2025 21:47:27 +0000 https://www.nextplatform.com/?p=145197 It is not hard to figure out who is in the catbird seat in the semiconductor foundry business. …

TSMC Can’t Be Caught Or Bought, Only Sought Or Stolen was written by Timothy Prickett Morgan at The Next Platform.

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