Timothy Prickett Morgan
Co-Editor at The Next Platform
Editor-in-Chief at IT Jungle
Co-Editor, The Next Platform
Articles
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1 week ago |
nextplatform.com | Timothy Prickett Morgan
Back in February, Dell, the world’s largest server maker, told Wall Street that it was planning on selling and delivering $15 billion in AI servers in its fiscal 2026, when will end in early November. Sales were a little more tepid than we and many on Wall Street had expected in the first quarter, which ended in May. Which is not good.
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1 week ago |
nextplatform.com | Timothy Prickett Morgan
“No.”That’s probably a word that Jensen Huang, co-founder and chief executive officer of Nvidia, doesn’t hear a lot. But this is, in fact, the word from up on high – President Donald Trump, to be precise – about Nvidia being able to sell even tremendously crippled GPU accelerators into the Chinese market, which the company estimates will have a total addressable market of $50 billion “in the future,” whatever that means.
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1 week ago |
nextplatform.com | Timothy Prickett Morgan
Pendulums are always swinging back and forth in the datacenter, with functions being offloaded from one thing and onloaded to another cheaper thing that is often more flexible or faster. So it is with network functions that were originally in distinct devices, then pulled onto CPUs during the software-defined networking era by an eager Intel, then offloaded onto SmartNICs and DPUs. Now, some functions are being pulled back up into the switches and embedded in the network again.
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1 week ago |
nextplatform.com | Timothy Prickett Morgan
It is a pretty bold claim for anyone to call themselves the creator of the operating system for AI. Many have done it, but because of the architectural focus shifting away from raw compute and towards sophisticated data – something more than just storage – only one or two are going to get traction and ultimately be successful selling an AI operating system.
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2 weeks ago |
nextplatform.com | Timothy Prickett Morgan
All things being equal, you probably would not build a 5 gigawatt datacenter on Earth in the desert near the equator. But that is where a lot of salt domes built up under the ground, thereby entrapping that black gold we call oil, which in a modern economy is converted into bazillions of dollars.
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The GPU export controls on China hurt AMD a lot more than they hurt Nvidia. $AMD $NVDA https://t.co/K6GCtRQvXw
Supermicro is on track to be the largest server maker in the world, despite a blip in sales of systems using Nvidia “Hopper” GPUs as better “Blackwell” GPUs are ramping. $SMCI $NVDA https://t.co/tUVZhJJIXB
To get Apple-class revenues, AWS is going to have to leverage AI to replace a lot of the enterprise software and services spending in the IT market. $AMZN $MSFT $GOOG https://t.co/boiTQnZwwZ