John Abbott is a principal research analyst in the Applied Infrastructure & DevOps channel of 451 Research, a technology research group within S&P Global Market Intelligence. He covers semiconductor, systems and software infrastructure. This includes new cloud and datacenter system architectures (scale-up and scale-out), accelerated computing and AI infrastructure, semiconductor ecosystem and supply chain issues, and legacy-to-modernization platform evolution. John arrived at S&P Global Market Intelligence through its 2019 acquisition of 451 Research. He was a cofounder of The 451 Group in 2000, running analyst operations from the San Francisco office until 2007. He has been the principal author of many special reports on areas such as storage virtualization, blade servers, software- defined infrastructure and virtual desktop infrastructure. John began covering the technology industry in 1984, building on work as a user of mainframes, early PCs and Unix machines, and then becoming a technical author. As a freelancer in the 1980s, he contributed to BBC World Service, Computing, Computer Weekly, the Financial Times and the Times. He worked on the pioneering daily IT news service Computergram International and became its editor in 1997. John holds music and English degrees from Keele University and a master’s degree in modern English literature from the University of London.
High-end AI infrastructure is complex to deploy. With the pickup of ZT Systems, AMD is obtaining a 1,000-strong team of server design engineers to help its customers deploy AI at the system, rack and datacenter layers. The target is a 30-year-old systems specialist whose largest clients are the hyperscalers.
Building multiple generations of AI acceleration silicon is an expensive business, and UK-based Graphcore was running out of financing options. SoftBank intends to operate the target as a wholly owned subsidiary, but might also use its technology internally.
The chipmaker purchased two AI software startups in 2023 and says it has invested $125 million in a dozen AI software vendors over the past year. Now, AMD is paying $665 million in cash for Silo AI as part of a wider effort to surround its hardware with a more mature software ecosystem that will help customers get AI projects into production faster.
Following the acquisition of D2iQ's Kubernetes Platform at the beginning of this year, the company announced at its annual Next conference in Barcelona the Nutanix Kubernetes Platform for managing container-based applications across on-premises, hybrid and multicloud environments.
Datacenter sales powered another big jump in revenue for NVIDIA. The rate of growth may be plateauing, but the artificial intelligence rally rolls on.
The deal is the latest in a series of purchases intended to bolster NVIDIA's research and development operations in Israel. The acquirer is aiming to increase the utilization rates of large graphics processing unit clusters, making them simpler to manage and easier to schedule.
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