With competition increasing every day as Nvidia is raking in the dough, there is no way that rivals do not start taking market share away from Big Green in both HPC and AI – starting now. $NVDA $AMD $INTC
nextplatform.com/2024/05/13/top…

The initial payoff for investments by cloud builders in AI is not selling software services, but peddling infrastructure for companies to try to figure out how to build their own models for their own software. $MSFT $AMZN $GOOG
nextplatform.com/2024/05/06/ai-…

Supermicro has been waiting a long time to drive both revenues and profits in the cut-throat server market, and the GenAI boom has made it happen consistently at long last. $SMCI $NVDA $AMD $INTC
nextplatform.com/2024/05/03/sup…

For every $1.00 that clouds spend on Nvidia GPUs, it looks like they can extract around $6.60 in GPU rentals over four years. This seems like a pretty good racket, eh? $NVDA $GOOG $MSFT $AMZN #CoreWeave #Lambda
nextplatform.com/2024/05/02/how…

AMD now thinks it can sell more than $4 billion in MI300 GPUs this year, and we think $5 billion is more likely. CPU sales are humming along and will improve, too. $AMD $INTC $NVDA
nextplatform.com/2024/05/01/amd…

It looks like Intel might have just hit bottom in its datacenter business, and its foundry is getting put into order so it can compete with future compute engines. $INTC $AMD $NVDA

nextplatform.com/2024/04/26/int…

Sandia is playing with a new neuromorphic “supercomputer” that has as many neurons as the brain of an owl. It would only take 25 racks of Intel’s Loihi 2 chips to build something with 100 billion neurons like the human brain. $INTC $IBM $NVDA
nextplatform.com/2024/04/24/san…

There may be an AI boom in many of the datacenters of the world, but as far as we can tell, most AI spending is cannibalizing what would have been investments in other parts the datacenter estate. $NVDA $AMD $INTC $HPE $DELL $SMCI

nextplatform.com/2024/04/23/swe…

Meta’s Llama 3 model gets good grades on various benchmark tests, but the company is not interested in wrapping up a commercial version and selling support for it. Who is going to make money from this? Odds are, Big Purple – the combination of Big Blue and its Red Hat. $META $IBM…

If current trends persist, by 2030 TSMC will more than double its revenues and its AI chip business will be bigger than all of Intel Foundry. $TSM $INTC
nextplatform.com/2024/04/19/tsm…

What if the plan for the hyperscalers and cloud builders is not just to build their own stuff, but to keep you and OEM partners from building an alternative? That is what happens when the enterprise, government, and academia sectors get too small.

nextplatform.com/2024/04/17/wha…

Ampere Computing is cranking up the vector-enhanced cores and memory bandwidth on its Arm server CPUs to attack the AI inference opportunity in the datacenter and at the edge.
nextplatform.com/2024/04/16/amp…

Some HPC workloads are driven by the cheapest memory bandwidth per core – and this is especially true at Los Alamos National Laboratory, which has just fired up its Venado Grace-Hopper supercomputer.
nextplatform.com/2024/04/15/los… $NVDA $HPE

With MTIA v2, Meta Platforms is one step closer to having its own AI training chip – but not quite there yet.
nextplatform.com/2024/04/10/wit… $META $NVDA $AMD $INTC

With Google added to the pack, Arm server CPUs are going to literally give X86 chips from Intel and AMD a run for the money in the datacenter. And they are probably going to win a lot of races. $GOOG $INTC $AMD $NVDA $MSFT $AMZN $ARM
nextplatform.com/2024/04/09/goo…

With Gaudi 3, Intel has a real chance to sell some AI accelerators in a GenAI market where GPUs are still in short supply. $INTC $NVDA $AMD
nextplatform.com/2024/04/09/wit…

Intel has a plan to be the second biggest chip foundry in the world by 2030, and one that makes profits, too. But for now, Intel Foundry is bleeding red ink like a startup.
nextplatform.com/2024/04/04/int… $TSM

Microsoft and OpenAI are reportedly going to spend over $100 billion on a series of AI supercomputers culminating in a machine called “Stargate” in 2028, Here is what that program might look like.
nextplatform.com/2024/04/01/mic… $NVDA $AMD

Imagine a GPU chiplet compute complex with 24 or 32 banks of HBM stacked memory. Or even a CPU outrigged this way. Eliyan has a way to make one, and we think you will want one.
nextplatform.com/2024/03/28/how…