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...

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

The 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 www.nextplatform.com/2024/12/02/u...

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...

HPE is upgrading its supercomputer lineup across compute, storage, and interconnects in 2025. We go through the details. $HPE $AMD $NVDA $INTC www.nextplatform.com/2024/11/26/h...

Happy Thanksgiving early: Imagine Jensen Huang and Elon Musk building a cloud. $NVDA $TSLA www.nextplatform.com/2024/11/25/a...

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