John Abbott is a principal research analyst in the Applied Infrastructure & DevOps channel at 451 Research from S&P Global Energy Horizons. 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 through its 2019 acquisition of 451 Research. He was a co-founder 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.
The seven-chip, five-rack Vera Rubin platform, in the spotlight at NVIDIA's GTC conference in March, shows just how far from discrete GPU accelerators the company's vision has now evolved.
The chip foundry is doubling down on last year's acquisition of MIPS by adding embedded processor intellectual property, software tools and an expert team from one its direct rivals. The consolidation of these two significant market players likely won't be the last deal in this sector to transpire this year.
Although structured as a licensing deal with key talent transferring over, the deal involves non-exclusive rights to Groq's custom AI accelerator technology and brings one of the key designers of Google's TPU to NVIDIA.
SchedMD is the lead developer of the Slurm open-source resource manager and scheduler, which is is the de facto standard for running giant clusters of CPUs and GPUs in high-performance computing — and increasingly AI — scenarios. NVIDIA is likely paying a small price to gain sizable influence.
In 2026, AI will mature into agentic operations and human-supervised development, driven by hybrid infrastructure, custom silicon and open governance for industrial-grade enterprise reliability.
Reporting record second-quarter financials, Lenovo says AI-related revenue now accounts for 30% of the company's total. Accelerated systems and AI software and services for the enterprise will likely be in focus at Lenovo's CES Tech World event in January.
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