AI

Why Did SoftBank Just Buy Ampere Computing?

The world is getting stranger, isn’t it? We understand, given the difficulties of selling Arm server chips to hyperscalers and cloud builders that are also designing and manufacturing their own Arm CPUs, why Ampere Computing, the only successful freestanding Arm server CPU supplier to even get its chips into its

AI

Nvidia Turns Its AI Eye To The Enterprise

If you are going to be the full-stack, hardware-to-software-to-developer tools leader in the brave new world of AI, as Nvidia most certainly is, then you have to be able to adapt to the myriad environments that the emerging technology is threading itself through. During his keynote address at Nvidia’s GPU

Compute

Nvidia Draws GPU System Roadmap Out To 2028

High tech companies always have roadmaps. Whether or not they show them to the public, they are always showing them to key investors if they are in their early stages, getting ready to sell some shares on Wall Street to make money – literally, going public – or talking to

Compute

Lip-Bu Tan: Intel’s New – And Maybe Last – CEO

In his letter to Intel employees, new chief executive officer Lip-Bu Tan, who starts his new job next Tuesday, tells them that he is “never deterred by challenges.” And that is a good thing because cleaning up the chip maker and chip designer is indeed a Herculean challenge. Ironically, Tan

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AI

HBM Can Keep Micron Out Of The Next Memory Bust Cycle

An interesting thought experiment to do in 2025 when looking at the financial results of just about any of the key compute, storage, and networking component and system suppliers is to imagine how any given company’s numbers would look if you backed out the AI portions of its business. In

AI

Oracle Has Some Big Advantages To Mainstream AI

Oracle’s cloud may be been in the running to be the host of a massive AI training system for Elon Musk’s xAI startup, with a purported $10 billion in rentals at stake. But what is clear from Oracle’s latest financials is that the company never needed the xAI deal at

AI

What A Tangled OpenAI Web We CoreWeave

Wouldn’t it be funny if all of that money that Microsoft spent last year paying neocloud upstart CoreWeave was just to support ever-embiggening AI training workloads at OpenAI as it makes its GPT models smarter? If that is the case, then the five-year, $11.9 billion contract that OpenAI inked this

AI

Data Deluge Pushes Financial Services Deeper Into AI

SPONSORED FEATURE: As an industry, financial services is accustomed to big numbers. It is estimated that the FS sector – which includes banking, insurance, investment, lending and other businesses related to wealth allocation – would reach a combined value of $33.54 trillion by 2024, growing at a compound annual growth