Broadcom May Become The Biggest Counterbalance To Nvidia
…As is our custom, items shown in bold red italics are estimates from The Next Platform . In our model, AI chip (and system) revenues rose by more than 2X to $8.44…
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Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too
…You can do it with the Jericho 3+ ASICs, as Brendan Gibbs , vice president of AI, routing, and switching platforms at Arista Networks, explains to The Next Platform . All of these Jericho…
Dell Makes The Profits Up In Volume For Booming AI Servers
…April 28, 2026 compute AI-Driven CPU Shortage Saves Intel’s Financial Cookies April 27, 2026 AI The GenAI Battle Shifts From Frontier Models To Agentic Platforms April 27, 2026 compute With…
AI Eats The World, And Most Of Its Flash Storage
…and not have to start the AI training run from the beginning. With the “Vera” VC100 CPUs and “Rubin” R200 GPUs in the Vera-Rubin platforms coming later this year , Nvidia will…
Is Mojo The Fortran For AI Programming, Or More?
…founders of a company called Modular AI, which has just released a software development kit for a new programming language called Mojo for Linux platforms. Lattner is probably one of the most…
AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026
Compute AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026 While releasing an update to its InferenceX AI inference benchmark test, formerly known as InferenceMax and thus far…
Microsoft Is More Dependent On OpenAI Than The Converse
…the billions of users of the Windows platform and the company’s various personal and corporate applications. “We are in the beginning phases of AI diffusion and its broad GDP impact,” Nadella…
Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
…The second in the MI450 series is the MI450X, which is used in the “Helios” double-wide AI racks that AMD has been developing with Meta Platforms, Oracle, OpenAI, and others. These…
Broadcom Helps CPU And XPU Makers Go Vertical With Compute
…Plunking down four or eight GPUs or XPUs onto a system board has been normal for a decade or more in HPC and now AI systems. But interconnecting those compute engines with…
The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion
…will help its own platform proliferate in what could very well be a less homogeneous GenAI future. Chip maker Marvell, which like Nvidia has essentially become an AI datacenter company, is the…