The Next Platform @TheNextPlatform · 2d, Nov 5, 2026, 6:15 PM Arista is finally hockey sticking up the GenAI boom, and will grow even faster with scale up clustering in 2027 and beyond. $ANET $NVDA $AMD $MSFT $META nextplatform.com/connect/2026/1… www.nextplatform.com Arista Lines Up Networking For 10 Gigawatts Of AI Systems It takes a while to tame a new computing architecture, and so it is understandable that the AI-relat ...
The Next Platform @TheNextPlatform · 3d, Nov 4, 2026, 8:35 PM AMD sells tons of Epyc CPUs in Q3, and will sell tons of Instinct GPU accelerators in Q4. $AMD $NVDAnextplatform.com/compute/2026/1… www.nextplatform.com AMD Cannot Catch Nvidia, But It Sure Can Make Some Money Capitalism requires strong competition to function properly, and because of that, I have always been ...
The Next Platform @TheNextPlatform · 4d, Nov 3, 2026, 10:44 PM Marvell is building the next I/O platform with its Inphi, Celestial AI, and now Lumentum acquisitions. #MRVL #NVDA #AMD $AVGO nextplatform.com/connect/2026/1… www.nextplatform.com Marvell Cuts To The Front Of The Datacenter Optics Line With Lumentum Deal For a long while, like several decades now, many of us have been waiting for silicon photonics to co ...
The Next Platform @TheNextPlatform · Oct 16, Oct 16, 2026, 4:45 PM There are plans to build datacenters and then there is the difficulty of getting people and machinery to put them together.nextplatform.com/compute/2026/1… www.nextplatform.com Just How Rosy Is That Datacenter Buildout Forecast? No matter how much money anyone throws at it, the GenAI boom can only continue to grow as fast as da ...
The Next Platform @TheNextPlatform · Oct 13, Oct 13, 2026, 6:58 PM We dive in on Microsoft’s forthcoming “Clea” Maia 300 XPU and the massive systems it is building in Azure based on them. $MSFT $NVDA $GOOG $AMD nextplatform.com/compute/2026/1… www.nextplatform.com Microsoft’s “Clea” Maia 300 Inference XPU Is A Bandwidth Beast If everyone has an AI inference problem, with tokens still being too expensive to generate even with ...