The Next Platform

The Next Platform is a product of Stackhouse PublishingPlatformStack Inc and was officially launched on February 23, 2015, in collaboration with The Register, a leading technology magazine in the UK. This platform provides comprehensive insights into advanced computing within major organizations, supercomputing facilities, hyperscale data centers, and public cloud services.

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Articles

China Export Controls Whack AMD Datacenter GPU Business

5 days ago | nextplatform.com | Timothy Prickett Morgan
Supermicro Hiccups On Hopper, Pulls $40 Billion Guidance For Fiscal 2026

6 days ago | nextplatform.com | Timothy Prickett Morgan

Nvidia co-founder and chief executive officer Jensen Huang did not do his OEM and ODM partners, who are the company’s main route to bring the infrastructure underpinning GPU systems to market, any favors when he suggested its “Hopper” GPU platforms would be blown away by their “Blackwell” kickers.
Cisco Pulls Together A Quantum Network Architecture

1 week ago | nextplatform.com | Jeffrey Burt

For decades, discussions around quantum computing for decades has felt similar to family driving vacations, with someone in the back seat constantly asking “are we there yet?” And like those long drives, the answer usually has been “not yet, but soon,” with “soon” doing a lot of the work in the reply. That said, the vibe around the technology seems comparably different these days, with significant steps seemingly being made every week toward creating a useful, fault-tolerant quantum system.
Amazon Says It Can Embiggen AWS Past “Multi-$100 Billion” With AI

1 week ago | nextplatform.com | Timothy Prickett Morgan

Here is how you know the cloud revolution is not done: Throughout the 77 quarter financial history of Amazon Web Services, which was formally launched in March 2006, there have been so few quarters of sequential revenue decline that you can literally count them on one hand. And the last quarter it happened was in Q1 2023, and the sequential decline in revenue was a mere one-tenth of a percent an it doesn’t quite count.
AI Steady, Cloud Accelerating Gives Microsoft A Big Datacenter Boost

1 week ago | nextplatform.com | Timothy Prickett Morgan

Wall Street has been looking for some good news, and Microsoft came through with its financial results for the third quarter of its fiscal 2025 as its cloud business – and to be specific, its non-AI cloud business – grew much more strongly than expected. In the quarter ended in March, Microsoft posted sales of $70.1 billion, up 13.3 percent year on year and up a smidgen sequentially.
With Its Llama API Service, Meta Platforms Finally Becomes A Cloud

2 weeks ago | nextplatform.com | Timothy Prickett Morgan

A lot of companies talk about open source, but it can be fairly argued that Meta Platforms, the company that built the largest social network in the world and that has open sourced a ton of infrastructure software as well as datacenter, server, storage, and switch designs, walks the talk the best.
Google Cloud Revenues And Profits Flattening Out

2 weeks ago | nextplatform.com | Timothy Prickett Morgan

Every business has its patterns, and so it is with Google and its hodgepodge of advertising and cloud computing. The funny bit is that even though Google is not an IT supplier that is constantly chasing transactional business – people buying stuff right now because they need it now – and has a very large portion of its business that is subscription-based and therefore regular or marketing campaigned that might has well be an annuity for the company, the first quarter is always harder for Google.
If NSF Snoozes, Then TACC’s “Horizon” Supercomputer Loses

2 weeks ago | nextplatform.com | Timothy Prickett Morgan

It is a tumultuous time for any agency in the US government or any company or organization that depends on the US government for a sizable portion of its funding or revenue. The National Science Foundation is front and center on proposed cuts in spending by the Trump administration, and those cuts, if they should come to pass, will undercut scientific research and the computing tools that make it possible.
“No Quick Fixes” As Intel Losses And Restructurings Continue

2 weeks ago | nextplatform.com | Timothy Prickett Morgan

Intel’s new chief executive officer, Lip-Bu Tan, has his work cut out for him, just like his predecessor, Pat Gelsinger, did several years ago. And given the even worse state that Intel is in – generating less cash on lower sales and therefore making it that much harder to raise cash to invest in the foundry that can make better chips in the future – Tan is in a might tighter spot than Gelsinger ever was. But it is important to not lose hope.
IBM Will Catch A Piece Of The GenAI Wave With Next-Gen Systems

3 weeks ago | nextplatform.com | Timothy Prickett Morgan

We don’t normally spend a lot of time writing about IBM mainframes, but these big iron systems drive a lot of transactions in the world – transactions flush with demographics and context that will feed into AI models – and will be doing native and integrated AI processing for the applications that push those applications.