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  • [ February 19, 2025 ] Arista Can Ride AI Up Past $10 Billion In 2026 Connect
  • [ February 18, 2025 ] Gordian Knot: Broadcom And TSMC To Cut Intel Into Two? Compute
  • [ February 13, 2025 ] German HPC Center Is The First Buyer For New D-Wave Quantum Computer Compute
  • [ February 13, 2025 ] The Hidden Cost Of Compromise: Why HPC Still Demands Precision HPC
  • [ February 12, 2025 ] Cisco Is The Bellwether Of Enterprise AI Adoption AI
  • [ February 12, 2025 ] HPE Sets Gen12 ProLiant Servers Loose On AI And The Edge Compute
  • [ February 11, 2025 ] Extended “Blackwell” GPU Ramp Cools Growth At Supermicro Compute
  • [ February 11, 2025 ] Cisco Cuts Network Costs By Welding Nexus Switch To AMD DPU Connect
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Compute

Extended “Blackwell” GPU Ramp Cools Growth At Supermicro

February 11, 2025 Timothy Prickett Morgan 1

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. …

AI

Taiwan’s Fastest AI Supercomputer Goes To Foxconn

October 9, 2024 Timothy Prickett Morgan 1

Back in the day, when the AI revolution was young, Nvidia co-founder and chief executive officer used to make the rounds with each new generation of datacenter GPUs and provide the first DGX systems based on any particular GPU to marquee customers. …

Compute

Supermicro Financials Get Better As The Company Gets Bigger

August 20, 2024 Timothy Prickett Morgan 2

It’s still Ketchup Week here at The Next Platform, and we are going to be circling back to look at the financials of a number of bellwether datacenter companies that we could not get to during a number of medical crisis – including but not limited to our family catching COVID when we took a week of vacation at a lake in Michigan. …

AI

Why AMD Spent $4.9 Billion To Buy ZT Systems

August 19, 2024 Timothy Prickett Morgan 10

If AMD is willing and eager to spend $4.9 billion to buy a systems company – that is more than its entire expected haul for sales of datacenter GPUs for 2024 – then you have to figure that acquisition is pretty important. …

Compute

Supermicro Racks Up The AI Servers And Rakes In The Big Bucks

January 30, 2024 Timothy Prickett Morgan 3

It was only six months ago when we were talking about how system maker Supermicro was breaking through a $10 billion annual revenue run rate and was setting its sights on a $20 billion target. …

Compute

Supermicro At 30: From Designing AI Chips To Selling AI Systems

September 28, 2023 Timothy Prickett Morgan 10

There is something about late September. Nvidia was founded 30 years ago on Tuesday this week, Google was founded 25 years ago on Wednesday, and Supermicro was founded 30 years ago today. …

Compute

Supermicro Sets Its Sights On $20 Billion Business

August 16, 2023 Timothy Prickett Morgan 1

Only a few years ago, motherboard and system maker Supermicro set a target of breaking through $10 billion in sales, and thanks to the explosion in systems for training and inference for AI applications, it looks like the company is going to bust through that goal in its fiscal 2025 ending next June. …

About

The Next Platform is part of the Situation Publishing family, which includes the enterprise and business technology publication, The Register.

TNP  offers in-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Read more…

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