Expert analysis on HPC, AI, and advanced IT infrastructure. From supercomputing breakthroughs to enterprise trends, TNP brings the context that matters.https://bsky.app/profile/nextplatform.bsky.socialhttps://bsky.app/profile/nextplatform.bsky.social/post/3lcniozxnck2wHPE has set a record for server sales thanks to the AI boom, but walked away from a risky deal worth $700 million. There’s more big fish in the AI sea. $HPE https://www.nextplatform.com/2024/12/05/hpe-walks-away-from-risky-700-million-ai-deal/06 Dec 2024 15:28 +0000at://did:plc:zvvaxlglvdcqvs6bcqyoex47/app.bsky.feed.post/3lcniozxnck2whttps://bsky.app/profile/nextplatform.bsky.social/post/3lcgu2wl22226More than half of the server CPU capacity installed at AWS is now homegrown, and it won’t be long before this is true for AI accelerators. $AMZN $NVDA $AMD $INTC https://www.nextplatform.com/2024/12/03/aws-reaps-the-benefits-of-the-custom-silicon-it-has-sown/ #AWSreinvent04 Dec 2024 00:03 +0000at://did:plc:zvvaxlglvdcqvs6bcqyoex47/app.bsky.feed.post/3lcgu2wl22226https://bsky.app/profile/nextplatform.bsky.social/post/3lceekmux722cThe US Commerce Department has finally figured out that HBM, not compute engines, is the linchpin of AI and a lot of HPC. $MU #Samsung #SKHynix https://www.nextplatform.com/2024/12/02/us-curbs-hbm-exports-to-china-more-for-the-rest-of-us/03 Dec 2024 00:20 +0000at://did:plc:zvvaxlglvdcqvs6bcqyoex47/app.bsky.feed.post/3lceekmux722chttps://bsky.app/profile/nextplatform.bsky.social/post/3lcdmaub4vs2ePat Gelsinger is out as Intel CEO, and the debate begins anew about breaking Intel up. Consider TSMC and the US government when calculating your odds. $INTC $TSMC $NVDA $AMD https://www.nextplatform.com/2024/12/02/with-gelsinger-gone-who-benefits-from-an-intel-break-up/02 Dec 2024 17:05 +0000at://did:plc:zvvaxlglvdcqvs6bcqyoex47/app.bsky.feed.post/3lcdmaub4vs2ehttps://bsky.app/profile/nextplatform.bsky.social/post/3lbul5udhqs2gHPE is upgrading its supercomputer lineup across compute, storage, and interconnects in 2025. We go through the details. $HPE $AMD $NVDA $INTC https://www.nextplatform.com/2024/11/26/hpe-upgrades-supercomputer-lineup-top-to-bottom-in-2025/26 Nov 2024 17:35 +0000at://did:plc:zvvaxlglvdcqvs6bcqyoex47/app.bsky.feed.post/3lbul5udhqs2ghttps://bsky.app/profile/nextplatform.bsky.social/post/3lbrwkmo6kk2aHappy Thanksgiving early: Imagine Jensen Huang and Elon Musk building a cloud. $NVDA $TSLA https://www.nextplatform.com/2024/11/25/anthropic-and-openai-show-why-musk-should-build-a-cloud/25 Nov 2024 16:21 +0000at://did:plc:zvvaxlglvdcqvs6bcqyoex47/app.bsky.feed.post/3lbrwkmo6kk2ahttps://bsky.app/profile/nextplatform.bsky.social/post/3lb4h5xs6ts2bArriving in ATL for #SC24 bright and early tomorrow. Looking forward to seeing everyone. Keep an eye out for @tdprickett.bsky.social @nicolehemsoth.bsky.social and @tobiasmann.bsky.social17 Nov 2024 03:20 +0000at://did:plc:zvvaxlglvdcqvs6bcqyoex47/app.bsky.feed.post/3lb4h5xs6ts2b