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Optical transceiver power and thermals are eating into the datacenter budget, and now Nvidia can justify the move to co-packaged optics for its switches. $NVDA nextplatform.com/2025/03/18/nvi…

Xsight Labs has opened up the ISA for its programmable switches to help foster software for them. $GOOG $META $MSFT $INTC nextplatform.com/2025/03/25/ups…

Guess whose coming for Cisco and Arista in the datacenter Ethernet switch space with an air strike from above? Big Green. $NVDA $ANET $CSCO nextplatform.com/2025/03/27/ai-…

As Nvidia shows, companies who sow R&D investments pay it forward and reap the benefits in the long run. $NVDA nextplatform.com/2025/03/30/nvi…

It is hard to predict the future – and even harder to predict IT spending in the GenAI era. But the revisions are up and up. $NVDA $AMD $DELL $HPE $INTC nextplatform.com/2025/04/07/a-d…

NVSwitch shared GPU memory gives Nvidia a huge advantage over rivals. The UALink Consortium’s UASwitch is going to change that next year. $AMD $INTC $AVGO $NVDA nextplatform.com/2025/04/08/ual…

As deep of a dive as we can do on the new Google “Ironwood” TPU v7p AI accelerator. $GOOG $NVDA $AMD $AVGO nextplatform.com/2025/04/09/wit…

The price/performance gap between AMD CPUs and Nvidia GPUs for HPC work at FP64 precision is closing. Weird, isn’t it? $NVDA $AMD $GOOG nextplatform.com/2025/04/10/goo…

From the moment we put the first glyph in clay for agricultural administration, an AI factory was always going to happen. $NVDA nextplatform.com/2025/04/11/the…

It is obvious why Intel sold a 51 percent stake in its Altera FPGA business. It is less obvious why Silver Lake bought it. $INTC nextplatform.com/2025/04/15/why…

As export controls clamp down and tariff walls go up, Nvidia onshores AI supercomputer manufacturing for US customers. $NVDA $TSM $AMD $AMKR nextplatform.com/2025/04/16/nvi…

Setting the record straight on AI/HPC performance and bang for the buck. $GOOG $MSFT $AMZN $NVDA $AMD nextplatform.com/2025/04/17/sta…

Setting the record straight on AI/HPC performance and bang for the buck. $GOOG $MSFT $AMZN $NVDA $AMD nextplatform.com/2025/04/17/sta…

If SMIC can really make 6 nanometer chips, then it doesn’t need Nvidia and AMD flops to do capability-class AI. $NVDA $AMD #Huawei nextplatform.com/2025/04/22/the…

Depreciation of old datacenter gear is hitting Google Cloud’s margins. $GOOG nextplatform.com/2025/04/30/goo…

Meta Platforms can now make money on the enormous sums it has spent on GenAI with the Llama 4 API service. $META $GOOG $MSFT $AMZN nextplatform.com/2025/04/30/wit…

Microsoft Azure processed 50 trillion tokens for AI in March alone, and did 100 trillion in its full quarter ended in March. The token rate per month is accelerating – fast. $MSFT #Azure #OpenAI nextplatform.com/2025/05/01/ai-…

To get Apple-class revenues, AWS is going to have to leverage AI to replace a lot of the enterprise software and services spending in the IT market. $AMZN $MSFT $GOOG nextplatform.com/2025/05/02/ama…

Supermicro is on track to be the largest server maker in the world, despite a blip in sales of systems using Nvidia “Hopper” GPUs as better “Blackwell” GPUs are ramping. $SMCI $NVDA nextplatform.com/2025/05/08/sup…

The GPU export controls on China hurt AMD a lot more than they hurt Nvidia. $AMD $NVDA nextplatform.com/2025/05/09/chi…