The Next Platform (@TheNextPlatform) / X

The Next Platform

2,815 posts

The Next Platform

@TheNextPlatform

For all that matters at scale. HPC, hyperscale, large enterprise and now out to the edge.

nextplatform.com

Joined October 2015

The Next Platform
@TheNextPlatform
Jul 24
I took a hard look at the datacenter XPU and CPU figures that AMD chief Lisa Su gave out yesterday at the Advancing AI 2026 event, and reconstituted some missing data points. $AMD $NVDA $ARM $INTC
The Money AMD Is Chasing With Its Rackscale AI System Roadmaps
From nextplatform.com
The Next Platform
@TheNextPlatform
Jul 23
Forget spinning micro mirrors or blinking LCDs. Salience Labs has a optical circuit switch based on silicon photonics to take on the old tech guard. $GOOG $NVDA $AMD
Salience Labs Wants To Scale Up AI With Silicon Photonics Optical Switch
From nextplatform.com
The Next Platform
@TheNextPlatform
Jul 21
The gap between AI hardware spending and the revenue that is derived from it is absolutely immense. Like on the order of 16 to 1. $NVDA $AMD $GOOG $AMZN $MSFT
GenAI Hardware Investments Are Way Ahead Of Model And Platform Revenues
From nextplatform.com
The Next Platform
@TheNextPlatform
Jun 30
If CPUs become more like GPUs, what do we need GPUs for except AI training? $NVDA $AMD $INTEL $ARM
Three HPC Gurus Ask: Do We Still Need GPUs?
From nextplatform.com
The Next Platform
@TheNextPlatform
Jun 29
Why AMD snapped up DRAM memory extender MEXT. $AMD $ARM $INTC $NVDA
AMD Stretches Server DRAM With Flash Extended Memory
From nextplatform.com