Timothy Prickett Morgan, Author at The Next Platform https://www.nextplatform.com/author/tpmn/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Wed, 19 Feb 2025 21:45:05 +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 Timothy Prickett Morgan, Author at The Next Platform https://www.nextplatform.com/author/tpmn/ 32 32 86113652 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 Gordian Knot: Broadcom And TSMC To Cut Intel Into Two? https://www.nextplatform.com/2025/02/18/gordian-knot-broadcom-and-tsmc-to-cut-intel-into-two/ https://www.nextplatform.com/2025/02/18/gordian-knot-broadcom-and-tsmc-to-cut-intel-into-two/#comments Tue, 18 Feb 2025 16:47:57 +0000 https://www.nextplatform.com/?p=145323 People are impatient for Intel to get fixed, and have been for many years. …

Gordian Knot: Broadcom And TSMC To Cut Intel Into Two? was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/18/gordian-knot-broadcom-and-tsmc-to-cut-intel-into-two/feed/ 5 145323 The Hidden Cost Of Compromise: Why HPC Still Demands Precision https://www.nextplatform.com/2025/02/13/the-hidden-cost-of-compromise-why-hpc-still-demands-precision/ https://www.nextplatform.com/2025/02/13/the-hidden-cost-of-compromise-why-hpc-still-demands-precision/#comments Thu, 13 Feb 2025 17:16:52 +0000 https://www.nextplatform.com/?p=145312 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. …

The Hidden Cost Of Compromise: Why HPC Still Demands Precision was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/13/the-hidden-cost-of-compromise-why-hpc-still-demands-precision/feed/ 4 145312 Cisco Is The Bellwether Of Enterprise AI Adoption https://www.nextplatform.com/2025/02/12/cisco-is-the-bellwether-of-enterprise-ai-adoption/ https://www.nextplatform.com/2025/02/12/cisco-is-the-bellwether-of-enterprise-ai-adoption/#respond Thu, 13 Feb 2025 04:04:44 +0000 https://www.nextplatform.com/?p=145306 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 and envelope pushing on AI model architecture is not indicative of the adoption of AI by enterprises. …

Cisco Is The Bellwether Of Enterprise AI Adoption was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/12/cisco-is-the-bellwether-of-enterprise-ai-adoption/feed/ 0 145306 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 Cisco Cuts Network Costs By Welding Nexus Switch To AMD DPU https://www.nextplatform.com/2025/02/11/cisco-cuts-network-costs-by-welding-nexus-switch-to-amd-dpu/ https://www.nextplatform.com/2025/02/11/cisco-cuts-network-costs-by-welding-nexus-switch-to-amd-dpu/#respond Tue, 11 Feb 2025 21:31:06 +0000 https://www.nextplatform.com/?p=145287 There are two ways to make a programmable switch that can run network applications and accelerate certain network functions. …

Cisco Cuts Network Costs By Welding Nexus Switch To AMD DPU was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/11/cisco-cuts-network-costs-by-welding-nexus-switch-to-amd-dpu/feed/ 0 145287 Intel Datacenter Chief Departs To Run Nokia – Now What? https://www.nextplatform.com/2025/02/10/intel-datacenter-chief-departs-to-run-nokia-now-what/ https://www.nextplatform.com/2025/02/10/intel-datacenter-chief-departs-to-run-nokia-now-what/#comments Mon, 10 Feb 2025 16:42:05 +0000 https://www.nextplatform.com/?p=145285 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 enough has a renewed interest in building cloud networks and making money at that. …

Intel Datacenter Chief Departs To Run Nokia – Now What? was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/10/intel-datacenter-chief-departs-to-run-nokia-now-what/feed/ 3 145285 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 How Much Money Does Arm Make In The Datacenter? https://www.nextplatform.com/2025/02/06/how-much-money-does-arm-make-in-the-datacenter/ https://www.nextplatform.com/2025/02/06/how-much-money-does-arm-make-in-the-datacenter/#comments Thu, 06 Feb 2025 21:37:48 +0000 https://www.nextplatform.com/?p=145272 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 install. …

How Much Money Does Arm Make In The Datacenter? was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/06/how-much-money-does-arm-make-in-the-datacenter/feed/ 3 145272 The Metadata Advantage: Unlocking insights And Efficiency In Enterprise IT https://www.nextplatform.com/2025/02/06/the-metadata-advantage-unlocking-insights-and-efficiency-in-enterprise-it/ Thu, 06 Feb 2025 15:20:47 +0000 https://www.nextplatform.com/?p=145270 COMMISSIONED: When it comes to enterprise IT infrastructure, metadata is the secret asset most people don’t think about. …

The Metadata Advantage: Unlocking insights And Efficiency In Enterprise IT was written by Timothy Prickett Morgan at The Next Platform.

]]> 145270