The Next Platform

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

[The Next Platform @TheNextPlatform]

There are plans to build datacenters and then there is the difficulty of getting people and machinery to put them together.

https://t.co/Hn7ybaYXL0

[The Next Platform @TheNextPlatform]

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

https://t.co/699qpzkxs8

[The Next Platform @TheNextPlatform]

Networking is now driving a fifth of Nvidia’s datacenter revenues. $NVDA
https://t.co/8rWhHEvceV

[The Next Platform @TheNextPlatform]

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
https://t.co/cJSaULrW16

[The Next Platform @TheNextPlatform]

@Sofia50020Sofia Women.

[The Next Platform @TheNextPlatform]

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
https://t.co/PI7FaImuIr

[The Next Platform @TheNextPlatform]

@oelma__ I see a Hippo.

[The Next Platform @TheNextPlatform]

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
https://t.co/jT5rttDS0f

[The Next Platform @TheNextPlatform]

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
https://t.co/o58MCIWbI3

[The Next Platform @TheNextPlatform]

If CPUs become more like GPUs, what do we need GPUs for except AI training? $NVDA $AMD $INTEL $ARM

https://t.co/GNqUAhxIOZ

[The Next Platform @TheNextPlatform]

Why AMD snapped up DRAM memory extender MEXT. $AMD $ARM $INTC $NVDA

https://t.co/BVwpmjeSu0

[The Next Platform @TheNextPlatform]

How and why China built an all-CPU exascale supercomputer for the third time.

https://t.co/VcSikORKaP

[The Next Platform @TheNextPlatform]

Here is our analysis of the new machines added to the June 2026 Top500 rankings of the supercomputers.

https://t.co/Df9hiAY1lC

[The Next Platform @TheNextPlatform]

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
https://t.co/CL6u5PeBMO

[The Next Platform @TheNextPlatform]

Let’s take a deep dive into Dell’s datacenter business for the first quarter. $DELL $NVDA
https://t.co/R7DpOn22Wv

[The Next Platform @TheNextPlatform]

You don’t need to wait for Ultra Ethernet to build a better Ethernet, and Microsoft and OpenAI proved it. $MSFT $NVDA $AMD $AVGO

https://t.co/zPiTny1CPb

[The Next Platform @TheNextPlatform]

How – and why – Microsoft will double its datacenter capacity in two years. $MSFT

https://t.co/rSaAc6sgDL

[The Next Platform @TheNextPlatform]

@dasoulmade1 Godzilla. Sheesh.

[The Next Platform @TheNextPlatform]

Google Cloud is now the same size Google itself was a decade ago, and it is 25 percent more profitable. $GOOG

https://t.co/aqZDd9Uk3d

[The Next Platform @TheNextPlatform]

The Annapurna Labs chip business at Amazon has an annualized revenue run rate of $20 billion. Amazing. $AMZN

https://t.co/fArUfqkBR8