The Next Platform

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

[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

[The Next Platform @TheNextPlatform]

The Boardfly interconnect topology and Virgo datacenter network make the forthcoming Google TPU 8 AI accelerators do a lot more work that prior TPUs. $GOOG $NVDA

https://t.co/bZXDgvFTrr

[The Next Platform @TheNextPlatform]

Our first pass deep dive on Google new Sunfish TPU 8t and Zebrafish TPU 8i. $GOOG

https://t.co/5ooDGKI8EF

[The Next Platform @TheNextPlatform]

History repeats. Instead of scaling up quantum computers, maybe we need to scale them out. $CSCO

https://t.co/MC23UMicCw

[The Next Platform @TheNextPlatform]

Why does Cerebras need so much money? Because OpenAI, and maybe AWS, needs so much iron. $CRBS $AMZN

https://t.co/luqTOehkVT

[The Next Platform @TheNextPlatform]

AI compute and networking plus HBM controllers will soon drive a third of TSMC’s revenues. And it won’t be long before it is half. $TSM

https://t.co/CcMAIiYhtc

[The Next Platform @TheNextPlatform]

Don’t count pluggable optics out just yet in the datacenter. XPO looks like the last hurrah before co-packaged optics takes over. $ANET $NVDA $AVGO

https://t.co/h7iRmk46A4

[The Next Platform @TheNextPlatform]

Two shiny new AI models: One you can’t have and the other you can’t have open source. $META
https://t.co/SlBMedPRwi

[The Next Platform @TheNextPlatform]

I finally had time to circle back to the Meta MTIA AI compute engine roadmap. $META $NVDA $GOOG $AMD

https://t.co/mRMaSy9Enc

[The Next Platform @TheNextPlatform]

Nvidia’s investment in Marvell could be a lot more interesting than it looks. $NVDA $MRVL

https://t.co/gSqfs74utH

[The Next Platform @TheNextPlatform]

Selling $125 billion of servers in a quarter is nothing special. It’s the new normal. $DELL $HPE $NVDA $ARM $AMD

https://t.co/xDfJpzoArU

[The Next Platform @TheNextPlatform]

A deep dive into Arm’s first full-fledged datacenter CPU. $ARM $NVDA $TSMC $AMD $INTC

https://t.co/165ea7PFiW

[The Next Platform @TheNextPlatform]

Nvidia has spiced up its 2028 AI hardware roadmap with reveals about the future Rosa-Feynman systems. $NVDA
https://t.co/ylS8en2TXw

[The Next Platform @TheNextPlatform]

@Matt_Pinner Humanity. <Smile>

[The Next Platform @TheNextPlatform]

Agentic AI will require all kinds of compute engines, including CPUs, GPUs, DPUs, and now LPUs. $NVDA $GOOG $AMD $INTC

https://t.co/KJObqDx5UH