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The Next Platform

@TheNextPlatform

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

nextplatform.com
Joined October 2015
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There are plans to build datacenters and then there is the difficulty of getting people and machinery to put them together. nextplatform.com/compute/202…
Just How Rosy Is That Datacenter Buildout Forecast?

Just How Rosy Is That Datacenter Buildout Forecast?

No matter how much money anyone throws at it, the GenAI boom can only continue to grow as fast as da ...

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We dive in on Microsoft’s forthcoming “Clea” Maia 300 XPU and the massive systems it is building in Azure based on them. $MSFT $NVDA $GOOG $AMD nextplatform.com/compute/202…
Microsoft’s “Clea” Maia 300 Inference XPU Is A Bandwidth Beast

Microsoft’s “Clea” Maia 300 Inference XPU Is A Bandwidth Beast

If everyone has an AI inference problem, with tokens still being too expensive to generate even with ...

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Networking is now driving a fifth of Nvidia’s datacenter revenues. $NVDA nextplatform.com/compute/202…
The Network Is More Of Nvidia’s Computer Than It Ever Was At Sun

The Network Is More Of Nvidia’s Computer Than It Ever Was At Sun

As the financial results have come out from the major suppliers of server components, we are getting ...

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Only in a white hot GenAI market can you more than double the power to double the performance and get away with it. $CBRS $NVDA $AMD nextplatform.com/compute/202…
Cerebras Overclocks WSE-3 Waferscale Engine To Boost Inference Oomph In “Nexus” CS-4

Cerebras Overclocks WSE-3 Waferscale Engine To Boost Inference Oomph In “Nexus” CS-4

Everybody has been expecting for Cerebras Systems, one of the second-generation of AI hardware start ...

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I took a hard look at the datacenter XPU and CPU figures that AMD chief Lisa Su gave out yesterday at the Advancing AI 2026 event, and reconstituted some missing data points. $AMD $NVDA $ARM $INTC nextplatform.com/compute/202…
The Money AMD Is Chasing With Its Rackscale AI System Roadmaps

The Money AMD Is Chasing With Its Rackscale AI System Roadmaps

This week, AMD held what is now an annual Advancing AI event in Silicon Valley, and there is much ta ...

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Forget spinning micro mirrors or blinking LCDs. Salience Labs has a optical circuit switch based on silicon photonics to take on the old tech guard. $GOOG $NVDA $AMD nextplatform.com/connect/202…
Salience Labs Wants To Scale Up AI With Silicon Photonics Optical Switch

Salience Labs Wants To Scale Up AI With Silicon Photonics Optical Switch

Optical circuit switches are not new and have been used in network technology research labs and in t ...

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The gap between AI hardware spending and the revenue that is derived from it is absolutely immense. Like on the order of 16 to 1. $NVDA $AMD $GOOG $AMZN $MSFT nextplatform.com/ai/2026/07/…
GenAI Hardware Investments Are Way Ahead Of Model And Platform Revenues

GenAI Hardware Investments Are Way Ahead Of Model And Platform Revenues

There has been a lot of fuss in recent weeks that open weight AI models from China such as Alibaba Q ...

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If CPUs become more like GPUs, what do we need GPUs for except AI training? $NVDA $AMD $INTEL $ARM nextplatform.com/compute/202…
Three HPC Gurus Ask: Do We Still Need GPUs?

Three HPC Gurus Ask: Do We Still Need GPUs?

Yes, that simple question is, in the modern Nvidia world that has come to dominate AI training and t ...

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Why AMD snapped up DRAM memory extender MEXT. $AMD $ARM $INTC $NVDA nextplatform.com/store/2026/…
AMD Stretches Server DRAM With Flash Extended Memory

AMD Stretches Server DRAM With Flash Extended Memory

There is a crisis building in the datacenter, and it is centered around the scarcity of and ridiculo ...

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How and why China built an all-CPU exascale supercomputer for the third time. nextplatform.com/hpc/2026/06…
A Deep Dive On China’s “LineShine” All-CPU, Exaflops-Class Supercomputer

A Deep Dive On China’s “LineShine” All-CPU, Exaflops-Class Supercomputer

It has been nine years since a Chinese HPC supercomputer was at the top of the High Performance Linp ...

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Here is our analysis of the new machines added to the June 2026 Top500 rankings of the supercomputers. nextplatform.com/hpc/2026/06…
AMD And Nvidia Are Neck And Neck In HPC Supercomputing

AMD And Nvidia Are Neck And Neck In HPC Supercomputing

Necessity is always the mother of invention, and if you are trying to create an indigenous compute e ...

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All hell breaks loose next year with the delivery of the logarithmic dynamo for tensor flows from AI chip upstart Tensordyne. $GOOG $AMZN $NVDA $AMD nextplatform.com/compute/202…
Tensordyne Converts AI Matrix Math To Logs To Crank Up Inference Oomph

Tensordyne Converts AI Matrix Math To Logs To Crank Up Inference Oomph

Right off the bat, let’s give a shout out to the mathematician propeller-heads who create the transf ...

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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

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

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 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 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

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

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

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

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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