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

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...

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

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

US Curbs HBM Exports To China – More For The Rest Of Us Current US president Joe Biden and once and future president Donald Trump do not agree on much. But they absolutely agree that advanced semiconductor

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...

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

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 Upgrades Supercomputer Lineup Top To Bottom In 2025 If you want to buy an exascale-class supercomputer, or a portion of one so you can scale up, there are not a lot of places to go shopping because there

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...

Anthropic And OpenAI Show Why Musk Should Build A Cloud If Amazon is going to make you pay for the custom AI advantage that it wants to build over rivals Google and Microsoft, then it needs to have the best

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