Submissions from nextplatform.com

		HBM Supply Curve Gets Steeper, but Still Can't Meet Demand (nextplatform.com)
		1 point by rbanffy 1 hour ago \| past \| discuss
		Nvidia Is the Only AI Model Maker That Can Afford to Give It Away (nextplatform.com)
		3 points by nabla9 5 hours ago \| past \| discuss
		Building the AI Factory Datacenter (nextplatform.com)
		1 point by rbanffy 12 hours ago \| past \| discuss
		How Sustainable Is This Crazy Server Spending? (nextplatform.com)
		2 points by rbanffy 4 days ago \| past \| discuss
		How Sustainable Is This Crazy Server Spending? (nextplatform.com)
		10 points by mbohdana 5 days ago \| past \| 1 comment
		Everybody but Nvidia and TSMC Has to Make It Up in Volume with AI (nextplatform.com)
		2 points by rbanffy 5 days ago \| past \| discuss
		Everybody but Nvidia and TSMC Has to Make It Up in Volume with AI (nextplatform.com)
		2 points by rbanffy 7 days ago \| past \| discuss
		Driving HPC Performance Up Is Easier Than Keeping the Spending Constant (nextplatform.com)
		3 points by rbanffy 9 days ago \| past \| discuss
		With Trainium4, AWS Will Crank Up Everything but the Clocks (nextplatform.com)
		2 points by rbanffy 12 days ago \| past \| discuss
		AWS Graviton5 Strikes a Different Balance for Server CPUs (nextplatform.com)
		4 points by rbanffy 12 days ago \| past \| discuss
		AI Propels Dell's Datacenter Top Line – Bottom Line Is a Challenge (nextplatform.com)
		2 points by rbanffy 24 days ago \| past
		HPC Is Not Just Riding the Coattails of AI (nextplatform.com)
		5 points by rbanffy 28 days ago \| past
		If the GenAI Bubble Bursts, Nvidia Will Still Keep Growing (nextplatform.com)
		3 points by rbanffy 28 days ago \| past \| 2 comments
		AMD: Solid Roadmaps Beget Money, Which Beget Better Roadmaps and More Money (nextplatform.com)
		2 points by rbanffy 33 days ago \| past
		HPE Reveals Compute and Networking for GX5000 Supercomputers (nextplatform.com)
		6 points by rbanffy 37 days ago \| past
		Quantinuum Makes Another Milestone on Commercial Quantum Roadmap (nextplatform.com)
		3 points by rbanffy 40 days ago \| past
		More Upward Revisions on AI Infrastructure Spending (nextplatform.com)
		2 points by rbanffy 47 days ago \| past
		AWS "Bullish" on Homegrown Trainium AI Accelerators (nextplatform.com)
		3 points by rbanffy 47 days ago \| past
		Google Spends More on Servers Than the Whole World Used To (nextplatform.com)
		5 points by speckx 50 days ago \| past
		Oak Ridge "Discovery" Supercomputer Spearheads New HPE Cray GX5000 Design (nextplatform.com)
		3 points by rbanffy 53 days ago \| past
		Gartner Raises Datacenter Spending Forecasts (nextplatform.com)
		2 points by rbanffy 54 days ago \| past
		Fixing Intel Foundry Is Like Stopping Tripping Down the Stairs (nextplatform.com)
		4 points by ashvardanian 55 days ago \| past
		IBM Is Playing a Long AI Game with Its Customers (nextplatform.com)
		3 points by rbanffy 57 days ago \| past
		The Third Time Will Be the Charm for Broadcom Switch Co-Packaged Optics (nextplatform.com)
		2 points by rbanffy 63 days ago \| past
		Ellison: Oracle Is Leveraging All of Its Advantages to Build a Different Cloud (nextplatform.com)
		3 points by rbanffy 65 days ago \| past
		IBM Ships Homegrown "Spyre" Accelerators, Embraces Anthropic for AI Push (nextplatform.com)
		4 points by rbanffy 70 days ago \| past
		Arm Says Neoverse Is a More Universal Compute Substrate Than x86 (nextplatform.com)
		5 points by rbanffy 79 days ago \| past
		What Is Cerebras Going to Do with That $1.1B in New Funding? (nextplatform.com)
		3 points by rbanffy 79 days ago \| past
		Microsoft and Corintis Champion Microfluidics Cooling Pioneered by IBM (nextplatform.com)
		1 point by rbanffy 81 days ago \| past
		Microsoft and Corintis Champion Microfluidics Cooling Pioneered by IBM (nextplatform.com)
		6 points by rbanffy 83 days ago \| past
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