Compute

How Much Money Does Arm Make In The Datacenter?

As we have been saying for quite some time, when it comes to datacenter CPUs, we think that homegrown Arm processors (as well as those made by independents Ampere Computing and Huawei Technologies) will eventually represent at least half of the computing capacity that the hyperscalers and major cloud builders

Compute

The Gigabucks Going Into Datacenter Gigawatts

The only thing that takes longer to bring online slower than a datacenter is a chip foundry, which is unfortunate for a lot of different reasons. But for those who want to invest in either, given the explosion of interest in GenAI and the enormous funds that companies of all

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More Analysis

Store

The Metadata Advantage: Unlocking insights And Efficiency In Enterprise IT

COMMISSIONED: When it comes to enterprise IT infrastructure, metadata is the secret asset most people don’t think about. Think of it as an invisible hand guiding the movement, organization, and accessibility of your data universe. It’s metadata – the data that describes your data – that enables enterprises to transform

Compute

The Road Ahead For Datacenter Compute Engines: The CPUs

Updated with just-announced Intel roadmap changes. It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. No one wants to go to the trouble of optimizing software for something that turns out to be a one-off product, forcing

Store

New Year, New Data Strategy: How AI And Scalable Storage Shape 2025’s Resolutions

COMMISSIONED: The new year has arrived, bringing with it the usual resolutions: get fitter, read more books, maybe finally tackle that ever-growing email backlog. But for tech leaders, this time of year isn’t just about personal betterment; it’s about rethinking how to unlock business value. And in 2025, one resolution

AI

The Coming Age Of The Internet Of Agents

Almost a year ago, executives, researchers, and developers within the Outshift group of Cisco Systems – an incubation unit focused on such advanced technologies as AI and quantum computing – began batting about the idea of a network infrastructure connecting vast numbers of AI agents from multiple vendors or organizations,