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 …
People are impatient for Intel to get fixed, and have been for many years. Weird deal after weird deal keeps coming out of the rumor mill, and now we have rumors that rival chip designer and seller Broadcom and rival chip manufacturer Taiwan Semiconductor Manufacturing Co want to cleave Intel …
The quantum computing space is replete with big-name companies like IBM, Google, Microsoft, Amazon, and Intel touting incremental but important steps they’re taking to bring the long-promised technology to the fore. Most recently, Google in December announced that, with the introduction of “Willow” chip, its scientists in its Quantum Lab …
PARTNER CONTENT: As the technology industry continues its shift towards AI dominance, an important schism is opening up that threatens to impact scientific progress, along with important humanitarian endeavors such as disaster response. To understand what’s at stake, consider critical weather modeling: these simulations hinge on maintaining precision across billions …
While the hyperscalers and big cloud builders all are racing as fast as they can to build the biggest – and presumably the best – models, or collections of models, to win the AI race and become the Microsoft or Red Hat of commercial-grade models, the acquisition of AI hardware …
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. …
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. And the less-steep Blackwell ramp has put a damper on the next two quarters as well, the companies …
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There are two ways to make a programmable switch that can run network applications and accelerate certain network functions. The first and more obvious way to create a programmable switch is to add programmability – hopefully through the addition of engines that can run algorithms created in the P4 programming …
After only a little more than a year of running Intel’s Data Center and AI group – which is probably about as much fun right now as falling down the stairs – Justin Hotard has departed the chip maker to become the next chief executive officer of Nokia, which interestingly …
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 …
As we have been saying for quite some time, when it comes to datacenter CPUs, we think that homegrown Arm processors (as well as those made by independents Ampere Computing and Huawei Technologies) will eventually represent at least half of the computing capacity that the hyperscalers and major cloud builders …
COMMISSIONED: When it comes to enterprise IT infrastructure, metadata is the secret asset most people don’t think about. Think of it as an invisible hand guiding the movement, organization, and accessibility of your data universe. It’s metadata – the data that describes your data – that enables enterprises to transform …
People – and when we say “people” we mean “Wall Street” as well as individual investors – sometimes have unreasonable expectations. It is happening right now with what we still call Google because Alphabet is a holding company that, for the most part, is just holding Google. Google reported its …
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. But, we are a hopeful people here at what was originally called The Platform, and from the get-go we knew that the market needed competition for …
The only thing that takes longer to bring online slower than a datacenter is a chip foundry, which is unfortunate for a lot of different reasons. But for those who want to invest in either, given the explosion of interest in GenAI and the enormous funds that companies of all …
If Intel hopes to survive the next few years as a freestanding company and return to its role as innovator, it can not afford to waste its time and it cannot afford to make any more mistakes. Which is why the new top brasses at Intel – chief executive officer …
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