The Next Platform
@nextplatform.bsky.social
Expert analysis on HPC, AI, and advanced IT infrastructure. From supercomputing breakthroughs to enterprise trends, TNP brings the context that matters.
HPE has set a record for server sales thanks to the AI boom, but walked away from a risky deal worth $700 million. There’s more big fish in the AI sea. $HPE www.nextplatform.com/2024/12/05/h...
HPE Walks Away From Risky $700 Million AI Deal
This probably happens more than we know, but sometimes OEMs and ODMs walk away from big deals because something is fishy. And that happened to Hewlett
nextplatform.com
More than half of the server CPU capacity installed at AWS is now homegrown, and it won’t be long before this is true for AI accelerators. $AMZN $NVDA $AMD $INTC www.nextplatform.com/2024/12/03/a... #AWSreinvent
AWS Reaps The Benefits Of The Custom Silicon It Has Sown
When the hyperscalers and cloud builders were smaller and the Arm collective had failed to storm the datacenter and AMD was not yet on its path to
nextplatform.com
The US Commerce Department has finally figured out that HBM, not compute engines, is the linchpin of AI and a lot of HPC. $MU #Samsung #SKHynix www.nextplatform.com/2024/12/02/u...
US Curbs HBM Exports To China – More For The Rest Of Us
Current US president Joe Biden and once and future president Donald Trump do not agree on much. But they absolutely agree that advanced semiconductor
nextplatform.com
Pat Gelsinger is out as Intel CEO, and the debate begins anew about breaking Intel up. Consider TSMC and the US government when calculating your odds. $INTC $TSMC $NVDA $AMD www.nextplatform.com/2024/12/02/w...
With Gelsinger Gone, Who Benefits From An Intel Break Up?
We did not think that today we would be writing about Pat Gelsinger "retiring" from the company that he loves best and most. Intel’s prodigal and now
nextplatform.com
HPE is upgrading its supercomputer lineup across compute, storage, and interconnects in 2025. We go through the details. $HPE $AMD $NVDA $INTC www.nextplatform.com/2024/11/26/h...
HPE Upgrades Supercomputer Lineup Top To Bottom In 2025
If you want to buy an exascale-class supercomputer, or a portion of one so you can scale up, there are not a lot of places to go shopping because there
nextplatform.com
Happy Thanksgiving early: Imagine Jensen Huang and Elon Musk building a cloud. $NVDA $TSLA www.nextplatform.com/2024/11/25/a...
Anthropic And OpenAI Show Why Musk Should Build A Cloud
If Amazon is going to make you pay for the custom AI advantage that it wants to build over rivals Google and Microsoft, then it needs to have the best
nextplatform.com
Arriving in ATL for #SC24 bright and early tomorrow. Looking forward to seeing everyone. Keep an eye out for @tdprickett.bsky.social @nicolehemsoth.bsky.social and @tobiasmann.bsky.social