The next platform: compute news

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Some More Game Theory, This Time On The AMD-Meta Platforms Deal

AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026

Taalas Etches AI Models Onto Transistors To Rocket Boost Inference

Some Game Theory On That Nvidia-Meta Platforms Partnership

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Only A Few AI Platforms Can Survive

Datacenter Spending Forecast Revised Upwards – Yet Again

The Twin Engine Strategy That Propels AWS Is Working Well

AMD Finally Makes More Money On GPUs Than CPUs In A Quarter

Oracle’s Financing Primes The OpenAI Pump

Gartner Takes Another Stab At Forecasting AI Spending

Microsoft Is More Dependent On OpenAI Than The Converse

Big Blue Poised To Peddle Lots Of On Premises GenAI

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Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines

Intel Is Still Struggling In The Datacenter, But It Could Get Better

Is Nvidia Assembling The Parts For Its Next Inference Platform?

TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers

Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI

By Decade’s End, AI Will Drive More Than Half Of All Chip Sales

Startup Quantum Elements Brings AI, Digital Twins To Quantum Computing

D-Wave Makes Gate-Model Power Move With Quantum Circuits Buy

AMD Contemplates And Engineers Yottascale AI Compute

Nvidia’s Vera-Rubin Platform Obsoletes Current AI Iron Six Months Ahead Of Launch

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Rebellions AI Puts Together An HBM And Arm Alliance To Take On Nvidia

Building The AI Factory Datacenter

How Sustainable Is This Crazy Server Spending?

Everybody But Nvidia And TSMC Has To Make It Up In Volume With AI

AWS Graviton5 Strikes A Different Balance For Server CPUs

With Trainium4, AWS Will Crank Up Everything But The Clocks

The Road To HPC And AI Profits Is Paved With Good Intentions

AI Propels Dell’s Datacenter Top Line – Bottom Line Is A Challenge

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If The GenAI Bubble Bursts, Nvidia Will Still Keep Growing

AMD: Solid Roadmaps Beget Money, Which Beget Better Roadmaps And Even More Money

HPE Reveals Compute And Networking for GX5000 Supercomputers

IBM Lets Fly “Nighthawk” And “Loon” QPUs On The Way To Quantum Advantage

Riding The Choppy AI Datacenter Waves With Supermicro

Quantinuum Makes Another Milestone On Commercial Quantum Roadmap

AMD Is Coiled To Hockey Stick In The AI Datacenter

More Upward Revisions On AI Infrastructure Spending

Microsoft: Getting Margins From AI Means Sometimes Saying No

Google Spends More On Servers Than The Whole World Used To

As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue

How Qualcomm Can Compete With Nvidia For Datacenter AI Inference

Gartner Radically Raises Datacenter Spending Forecasts

Fixing Intel Foundry Is Like Stopping Tripping Down The Stairs

IBM Is Playing A Very Long AI Game With Its Customers

NextSilicon Takes Aim At CPUs And GPUs With “Maverick-2” Dataflow Engine

Software Pushes The AI Pareto Frontier More Than Hardware

“Polaris” AmpereOne M Arm CPUs Sighted In Oracle A4 Instances

TSMC Is Running Ahead Of Forecasts On AI Growth

Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks

Broadcom Goes Wide With AI Systems And Takes On The ODMs

IBM Ships Homegrown “Spyre” Accelerators, Embraces Anthropic For AI Push

Dell Says It Can Finally Make Some Big Money On GenAI

Did AMD Use ChatGPT To Come Up With Its OpenAI Partnership Deal?

Meta Buys Rivos To Accelerate Compute Engine Engineering

What Is Cerebras Going To Do With That $1.1 Billion In New Funding?

Arm Says Neoverse Is A More Universal Compute Substrate Than X86

Microsoft And Corintis Champion Microfluidics Cooling Pioneered By IBM

Google Shows Off Its Inference Scale And Prowess

Nvidia And Hyperscaler Friends Do Massive AI Deals In The UK

Field Of GPUs

Condor Technology To Fly “Cuzco” RISC-V CPU Into The Datacenter

Nvidia Disaggregates Long-Context Inference To Drive Bang For The Buck

OpenAI Lays Out The Principles Of Global-Scale Computing

Broadcom Lands Shepherding Deal For OpenAI “Titan” XPU

HPE Systems Rebound As Juniper Brings A Further Boost

Why Is Japan Still Investing In Custom Floating Point Accelerators?

Marvell’s Custom XPU Pipeline Is A Declaration Of AI Independence

With AI Boom, Dell’s Datacenter Biz Is Finally Bigger Than Its PC Biz

Nvidia Sets The Datacenter Growth Bar Very High As Compute Sales Dip