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The Next Platform: In-depth coverage of high end computing

Uncle Sam Awards $2 Billion-Plus To Quantum Companies, But Wants A Cut Oak Ridge Starts Weaving Together A Quantum, Classical HPC, And AI System Stack Dell Bulks Up Hardware As AI Infrastructure Shifts To On-Premises Cisco Wins Over AI Customers With Merchant Silicon And Optics With Its IPO Done, Cerebras Can Get Back To Pushing The AI Envelope HPE Throws VM Users A Lifeline, Unifying Containers And VM Management In Cloud Stack OpenAI, Microsoft And Friends Build A Better, More Scalable Ethernet Compute And Memory Price Hikes Drive IT Spending Way Higher Sometimes, Air Is The Only Way For AI Systems To Keep Their Cool Arista Rides AI Scale Out Networks, Moves Into Scale Across, And Awaits Scale Up If You Can Make A Compute Engine, You Can Sell A Compute Engine Cleveland Clinic Simulates Large Proteins With Quantum-Centric Supercomputing Broadcom Helps CPU And XPU Makers Go Vertical With Compute Microsoft Committed To Doubling AI Infrastructure In Two Years Google Is A Full Stack AI Player, And Is Playing Well AWS Will Be An OEM, Just Like Google And Maybe Microsoft New Google Networks Tuned Up For GenAI Inference And Training Microsoft And OpenAI Remain Friends, Are Looking To Hook Up With Others AI-Driven CPU Shortage Saves Intel’s Financial Cookies The GenAI Battle Shifts From Frontier Models To Agentic Platforms With TPU 8, Google Makes GenAI Systems Much Better, Not Just Bigger Cisco Scales Out Quantum Systems With A Quantum Network Switch The Second Time Will Be The IPO Charm For Cerebras Imagine An Army Of AI Minions Handling Incident Response AI Will Soon Drive A Third Of TSMC’s Business Bechtolsheim & Friends Breathe Life Into Pluggable Optics One Last Time How HPC And AI Digital Twins Accelerate Quantum Error Correction The Embrace Of AI In Design Transforms Cadence And Its Customers Nvidia Brings The Power Of Open Source AI Models To Quantum Computing Building The Imperfect Beast For Enterprises, GPUs Need Virtualization As Much As CPUs Ever Did CoreWeave Takes As Much Financial Engineering As It Does Datacenter Design Contemplating Meta’s Homegrown MTIA Compute Engine Roadmap Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth Rebellions AI Rings Up The Money To Rack Up AI Inference Systems Nvidia Software Pushes MLPerf Inference Benchmarks To New Highs Broadcom Makes Its Pitch To Run Kubernetes On VMware VCF The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion Classiq Says Quantum Is On Its Way, But Patience Is Needed Demonstrating The Scientific Usefulness Of Quantum Systems We Need Servers – Lots Of Servers. . . . Arm Comes Full Circle With Homegrown, AI-Tuned Server CPU Riding The Memory Boom And Trying To Avoid The Bust Data Analytics Helps Make The Mighty Lionesses Roar Driving Down The AI System Roadmap With Nvidia The Open Agentic AI World According To Nvidia Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq Nvidia Says OpenClaw Is To Agentic AI What GPT Was To Chattybots IBM Unrolls Blueprint For Quantum-Classical HPC Computing Women Get Data-Driven Health Boost As The FA Tackles Sports Science's Male Bias Four Months Into Its Comeback, Zapata Stakes Its Claim In Quantum Software Eridu Cuts To The AI Networking Chase With High Radix Switch System HPE Works Harder And Smarter To Chase Datacenter Profits We Need A Proper AI Inference Benchmark Test How AI Is Boosting Gender Equality In High Performance Racing Custom Compute Engine Biz Growing More Than Marvell Ever Hoped Broadcom May Become The Biggest Counterbalance To Nvidia Ayar Labs Gets $500 Million To Ramp Photonics Into 2028 AI Systems With Cisco Outshift, Agentic AI Is Teed Up For the Internet Of Cognition Nvidia Sees The Light On Silicon Photonics And Maybe Optical Switching AI Servers Finally Dominate Dell’s Systems Business VAST Data: What Controls The Data Is More Important Than What Stores It So Far, Nobody Turns Tokens Into Money Like Nvidia SambaNova Pits Its Engineering Against Nvidia For Agentic AI Some More Game Theory, This Time On The AMD-Meta Platforms Deal AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026 CPU-Only Compute Still Matters To A Lot Of HPC Centers Taalas Etches AI Models Onto Transistors To Rocket Boost Inference Some Game Theory On That Nvidia-Meta Platforms Partnership AI Eats The World, And Most Of Its Flash Storage The Current AI Networking Wave Will Be A Tsunami Of Money By 2027 The Memory Crunch Pinches Cisco’s Profits Only A Few AI Platforms Can Survive The Greatest AI Show On Earth Cisco Doubles Up The Switch Bandwidth To Take On AI Scale Out And Eventually Scale Up Datacenter Spending Forecast Revised Upwards – Yet Again The Twin Engine Strategy That Propels AWS Is Working Well With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear AMD Finally Makes More Money On GPUs Than CPUs In A Quarter Dassault And Nvidia Bring Industrial World Models To Physical AI TACC Explores Mixed Precision And FP64 Emulation For HPC With Horizon Robotics Will Break AI infrastructure: Here's What Comes Next Oracle’s Financing Primes The OpenAI Pump Gartner Takes Another Stab At Forecasting AI Spending Microsoft Is More Dependent On OpenAI Than The Converse Big Blue Poised To Peddle Lots Of On Premises GenAI Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines Nvidia’s $2 Billion Investment In CoreWeave Is A Drop In A $250 Billion Bucket Intel Is Still Struggling In The Datacenter, But It Could Get Better Is Nvidia Assembling The Parts For Its Next Inference Platform? TSMC Has No Choice But To Trust The Sunny AI Forecasts Of Its Customers Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI By Decade’s End, AI Will Drive More Than Half Of All Chip Sales Startup Quantum Elements Brings AI, Digital Twins To Quantum Computing D-Wave Makes Gate-Model Power Move With Quantum Circuits Buy Building The Future Of Software In The AI-Native Era Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too NextSilicon Takes Aim At CPUs And GPUs With “Maverick-2” Dataflow Engine How HPC Is Igniting Discoveries In Dinosaur Locomotion – And Beyond Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks

Most Neoclouds, Sovereigns, And Enterprises Will Buy, Not Build, Their AI Stacks

Joe Fay Joe Fay · 2026-04-08 · via The Next Platform: In-depth coverage of high end computing

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