Tim Prickett Morgan

Co-Editor, The Next Platform

[Tim Prickett Morgan @TDaytonPM]

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

https://t.co/IO3870jZKW

[Tim Prickett Morgan @TDaytonPM]

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

https://t.co/W6ATQ3oyaJ

[Tim Prickett Morgan @TDaytonPM]

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/5HeN4aoq1F

[Tim Prickett Morgan @TDaytonPM]

Let’s take a deep dive into Dell’s datacenter business for the first quarter. $DELL $NVDA
https://t.co/m7gnTPijEN

[Tim Prickett Morgan @TDaytonPM]

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/yAWL1EfADv

[Tim Prickett Morgan @TDaytonPM]

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

https://t.co/nyRH20FjN9

[Tim Prickett Morgan @TDaytonPM]

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

https://t.co/6lPID0NAuE

[Tim Prickett Morgan @TDaytonPM]

The Annapurna Labs chip business at Amazon has an annualized revenue run rate of $20 billion. Amazing. $AMZN
https://t.co/OyNTQiE8DO

[Tim Prickett Morgan @TDaytonPM]

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/4wHUW0f044

[Tim Prickett Morgan @TDaytonPM]

Our first pass deep dive on Google new Sunfish TPU 8t and Zebrafish TPU 8i. $GOOG
https://t.co/7LELhFu6Oi

[Tim Prickett Morgan @TDaytonPM]

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

https://t.co/DMFuVEjgBo

[Tim Prickett Morgan @TDaytonPM]

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/8qSbTnKWqk

[Tim Prickett Morgan @TDaytonPM]

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/HDdUEtWkup

[Tim Prickett Morgan @TDaytonPM]

Two shiny new AI models: One you can’t have and the other you can’t have open source. $META
https://t.co/LO4uYysJIT

[Tim Prickett Morgan @TDaytonPM]

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

https://t.co/0K4g5DFB3P

[Tim Prickett Morgan @TDaytonPM]

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

https://t.co/4t8pd9Sl2W

[Tim Prickett Morgan @TDaytonPM]

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

https://t.co/MRnXrTrjjz

[Tim Prickett Morgan @TDaytonPM]

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

https://t.co/2LhQgo6i3s

[Tim Prickett Morgan @TDaytonPM]

Nvidia has spiced up its 2028 AI hardware roadmap with reveals about the future Rosa-Feynman systems. $NVDA

https://t.co/vLAotJHTKh

[Tim Prickett Morgan @TDaytonPM]

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

https://t.co/WVnnc36X2U