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What If Omni-Path Morphs Into The Best Ultra Ethernet?

June 26, 2024 Timothy Prickett Morgan 12

UPDATED: Nvidia is a member of the Ultra Ethernet Consortium.

The jury is still out on a lot of things about this exploding AI market and the re-convergence that it will have with traditional HPC systems for running simulations and models. …

Compute

Can Marvell Profit As It Tries To Triple Its Business By 2028?

June 21, 2024 Timothy Prickett Morgan 10

A rising tide may lift all boats, and that is a good thing these days with any company that has an AI oar in the water. …

Connect

The Increasing Impatience Of The Speed Of The PCI-Express Roadmap

June 14, 2024 Jeffrey Burt 7

Richard Solomon has heard the rumblings over the years. As vice president of PCI-SIG, the organization that controls the development of the PCI-Express specification, he has listened to questions about how long it takes the group to bring the latest spec to the industry. …

Compute

Cisco Pushes Nvidia Enterprise AI, But Has Its Own Network Agenda

June 7, 2024 Jeffrey Burt 2

In those heady months following OpenAI’s launch of ChatGPT in November 2022, much of the IT industry’s focus was on huge and expensive cloud infrastructures running on powerful GPU clusters to train the large language models that underpin the chatbots and other generative AI workloads. …

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Key Hyperscalers And Chip Makers Gang Up On Nvidia’s NVSwitch Interconnect

May 30, 2024 Timothy Prickett Morgan 11

The generative AI revolution is making strange bedfellows, as revolutions and emerging monopolies that capitalize on them, often do. …

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With Thor 2, Broadcom Wants To Become The AI Network Adapter

May 28, 2024 Timothy Prickett Morgan 3

Aside from all of the buzz that optics get in datacenter networking, copper is still king of the short haul. …

AI

Nvidia’s Enormous Financial Success Becomes . . . Normal

May 23, 2024 Timothy Prickett Morgan 17

For the past five years, since Nvidia acquired InfiniBand and Ethernet switch and network interface card supplier Mellanox, people have been wondering what the split is between compute and networking in the Nvidia datacenter business that has exploded in growth and now represents most of revenue for each quarter. …

Compute

Gordon Bell: A Giant Of Minicomputers, Unparalleled In Supercomputers

May 22, 2024 Timothy Prickett Morgan 8

Two Gordons loom large in the history of computing, and both made observations about the interplay of economics and technology and how they foster progress, which have both been enshrined as laws. …

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Cisco Starts To See Signs Of Datacenter Spending Recovery

May 16, 2024 Timothy Prickett Morgan 2

If you look at the financial results for Cisco Systems over more than a decade, it is hard to tell one year from the other. …

Connect

Greasing The Skids To Move AI From InfiniBand To Ethernet

May 9, 2024 Timothy Prickett Morgan 8

Just about everybody, including Nvidia, thinks that in the long run, most people running most AI training and inference workloads at any appreciable scale – hundreds to millions of datacenter devices – will want a cheaper alternative for networking AI accelerators than InfiniBand. …

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The Next Platform is part of the Situation Publishing family, which includes the enterprise and business technology publication, The Register.

TNP  offers in-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Read more…

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