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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…

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…

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…

We pick apart the investments that Saudia Arabia, which has AI envy and lots of cash, is making in Nvidia, AMD, and Groq over the next five years. $NVDA $AMD nextplatform.com/2025/05/14/sau…

Remember hearing about Koomey's Law? With AI in the mix, this datacenter energy figure just keeps more interesting. Here's my chat with Koomey filmed this week - vastdata.com/sharedeverythi… #AI #datacenter

Neocloud TensorWave has got $100 million in Series A funding, but its new cluster with 8,192 AMD MI325X GPUs has to cost a lot more than that. $AMD $NVDA nextplatform.com/2025/05/16/how…

Nvidia is going to let hyperscalers and cloud builders licenses its NVLink memory interconnect for their CPUs and accelerators. $NVDA $AMD $MSFT $GOOG $AMZN $META nextplatform.com/2025/05/19/nvi…

Do we need a new operating system for AI, and what might it look like? nextplatform.com/2025/05/27/why…

HPE has boosted the performance of its DPU-enhanced smart switches, and now they can take on more datacenter work. $HPE $AMD nextplatform.com/2025/05/28/wit…

Supercomputing has always been political and a matter of national security, and AI is the most mainstream supercomputing ever with the farest-reaching effects. Export controls are a given. $NVDA $AMD $INTC nextplatform.com/2025/05/28/nvi…