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The Next Platform @TheNextPlatform

For all that matters at scale. HPC, hyperscale, large enterprise and now out to the edge.

Joined October 2015
  • Tweets 2,808
  • Following 5
  • Followers 8,938
53 Photos and videos
Let’s take a deep dive into Dell’s datacenter business for the first quarter. $DELL $NVDA nextplatform.com/compute/202…

Dell Makes The Profits Up In Volume For Booming AI Servers

The last time that Dell had a blowout quarter like the one that it has turned in was probably back w ...

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You don’t need to wait for Ultra Ethernet to build a better Ethernet, and Microsoft and OpenAI proved it. $MSFT $NVDA $AMD $AVGO nextplatform.com/connect/202…

OpenAI, Microsoft And Friends Build A Better, More Scalable Ethernet

Sometimes, to solve a particular system architecture problem, you have to invent a new technology. A ...

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How – and why – Microsoft will double its datacenter capacity in two years. $MSFT nextplatform.com/cloud/2026/…

Microsoft Committed To Doubling AI Infrastructure In Two Years

Microsoft built a systems software platform – Windows Server and its zillions of add-ons and extensi ...

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Google Cloud is now the same size Google itself was a decade ago, and it is 25 percent more profitable. $GOOG nextplatform.com/cloud/2026/…

Google Is A Full Stack AI Player, And Is Playing Well

Google might have come late to the cloud game and it might be a distant third compared to Amazon Web ...

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The Annapurna Labs chip business at Amazon has an annualized revenue run rate of $20 billion. Amazing. $AMZN nextplatform.com/cloud/2026/…

AWS Will Be An OEM, Just Like Google And Maybe Microsoft

One of the things about being a cloud builder at the scale of the tech titans is that they control t ...

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The Boardfly interconnect topology and Virgo datacenter network make the forthcoming Google TPU 8 AI accelerators do a lot more work that prior TPUs. $GOOG $NVDA nextplatform.com/connect/202…

New Google Networks Tuned Up For GenAI Inference And Training

It is almost certainly not a coincidence that a networking expert at Google has risen to the top to ...

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Our first pass deep dive on Google new Sunfish TPU 8t and Zebrafish TPU 8i. $GOOG nextplatform.com/compute/202…

With TPU 8, Google Makes GenAI Systems Much Better, Not Just Bigger

Here is how you know that GenAI training and GenAI inference are very different computing and networ ...

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History repeats. Instead of scaling up quantum computers, maybe we need to scale them out. $CSCO nextplatform.com/connect/202…

Cisco Scales Out Quantum Systems With A Quantum Network Switch

In 2023, IBM unveiled Condor, a quantum chip that passed over the 1,000-qubit mark by reaching 1,121 ...

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Why does Cerebras need so much money? Because OpenAI, and maybe AWS, needs so much iron. $CRBS $AMZN nextplatform.com/compute/202…

The Second Time Will Be The IPO Charm For Cerebras

Waferscale chip pioneer and AI systems maker Cerebras Systems filed to go public back in September 2 ...

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AI compute and networking plus HBM controllers will soon drive a third of TSMC’s revenues. And it won’t be long before it is half. $TSM nextplatform.com/compute/202…

AI Will Soon Drive A Third Of TSMC’s Business

The datacenter is tight as a drum. DRAM main memory and flash memory prices are going nuts as the hy ...

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Don’t count pluggable optics out just yet in the datacenter. XPO looks like the last hurrah before co-packaged optics takes over. $ANET $NVDA $AVGO nextplatform.com/connect/202…

Bechtolsheim & Friends Breathe Life Into Pluggable Optics One Last Time

Andy Bechtolsheim, legendary co-founder of Unix system maker Sun Microsystems and more than a few ne ...

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Two shiny new AI models: One you can’t have and the other you can’t have open source. $META nextplatform.com/ai/2026/04/…

Building The Imperfect Beast

Knowing what we now know about Anthropic’s Mythos model, it would have been difficult indeed to crea ...

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I finally had time to circle back to the Meta MTIA AI compute engine roadmap. $META $NVDA $GOOG $AMD nextplatform.com/compute/202…

Contemplating Meta’s Homegrown MTIA Compute Engine Roadmap

It is very hard to guess what an AI compute engine should look like five years into the future, othe ...

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Nvidia’s investment in Marvell could be a lot more interesting than it looks. $NVDA $MRVL nextplatform.com/connect/202…

The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion

$2 billion here, $2 billion there, $2 billion everywhere and pretty soon it starts adding up to real ...

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Selling $125 billion of servers in a quarter is nothing special. It’s the new normal. $DELL $HPE $NVDA $ARM $AMD nextplatform.com/compute/202…

We Need Servers – Lots Of Servers. . . .

We live in the future, and sometimes it is just amazing how different things are today from two deca ...

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A deep dive into Arm’s first full-fledged datacenter CPU. $ARM $NVDA $TSMC $AMD $INTC nextplatform.com/compute/202…

Arm Comes Full Circle With Homegrown, AI-Tuned Server CPU

It has been nearly five decades since British workstation maker Acorn Computer was founded, and near ...

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Nvidia has spiced up its 2028 AI hardware roadmap with reveals about the future Rosa-Feynman systems. $NVDA nextplatform.com/compute/202…

Driving Down The AI System Roadmap With Nvidia

In the early years of the GPU acceleration of application performance – really from “Kepler” datacen ...

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Agentic AI will require all kinds of compute engines, including CPUs, GPUs, DPUs, and now LPUs. $NVDA $GOOG $AMD $INTC nextplatform.com/ai/2026/03/…

Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq

Back in late December, Nvidia did a $20 billion “acquihire” of most of the development team at Groq ...

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Is AI networking upstart Eridu working on a high radix, waferscale switch ASIC? Maybe. Just maybe. $NVDA $AMD $AVGO $MRVL nextplatform.com/connect/202…

Eridu Cuts To The AI Networking Chase With High Radix Switch System

Sometimes, innovation in IT comes out of the hyperscalers and clouds. But long before these companie ...

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How Ayar Labs is going to ramp silicon photonics into the 2028 generation of AI systems. $NVDA $AMD nextplatform.com/connect/202…

Ayar Labs Gets $500 Million To Ramp Photonics Into 2028 AI Systems

Everybody is trying to build an AI portfolio these days. Vendors are trying to vertically integrate ...

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