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The Next Platform @nextplatform.bsky.social · 06/12/2024

HPE 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 www.nextplatform.com/2024/12/05/h...

nextplatform.com

HPE Walks Away From Risky $700 Million AI Deal

This probably happens more than we know, but sometimes OEMs and ODMs walk away from big deals because something is fishy. And that happened to Hewlett

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The Next Platform @nextplatform.bsky.social · 04/12/2024

More 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 www.nextplatform.com/2024/12/03/a... #AWSreinvent

nextplatform.com

AWS Reaps The Benefits Of The Custom Silicon It Has Sown

When the hyperscalers and cloud builders were smaller and the Arm collective had failed to storm the datacenter and AMD was not yet on its path to

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The Next Platform @nextplatform.bsky.social · 02/12/2024

Pat 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 www.nextplatform.com/2024/12/02/w...

nextplatform.com

With Gelsinger Gone, Who Benefits From An Intel Break Up?

We did not think that today we would be writing about Pat Gelsinger "retiring" from the company that he loves best and most. Intel’s prodigal and now

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The Next Platform @nextplatform.bsky.social · 17/11/2024

Arriving 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.social

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