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The Memory Crunch Pinches Cisco’s Profits

It has taken many years for the AI boom to reach the general ledgers and balance sheets of the world’s largest original equipment manufacturers, and one might say that it has taken particularly long for Cisco Systems, the dominant supplier of switching and routing in the enterprise and traditional telco/service

Compute

Only A Few AI Platforms Can Survive

It does not happen very often in the history of business that an orthogonal product is invented that almost immediately doubles the revenue pool of a market and has the prospect of tripling it over the next handful of years. But that is precisely what GenAI has done for the

AI

The Greatest AI Show On Earth

The NVIDIA GTC conference has a reputation for delivering announcements that reshape industry roadmaps. At this year’s event, from March 16 to 19 in downtown San Jose, the AI community will converge to explore what comes next. The marquee event remains chief executive officer Jensen Huang’s keynote at SAP Center

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AI

Robotics Will Break AI infrastructure: Here’s What Comes Next

SPONSORED CONTENT  Physical AI and robotics are moving from the lab to the real world – and the cost of getting it wrong is no longer theoretical. With robots deployed in factories, warehouses, and public settings, large-scale simulation has become tightly coupled with real-world operations. Physical AI companies need new

Compute

Oracle’s Financing Primes The OpenAI Pump

Software giant Oracle has a vast installed base of enterprise customers that it has agglomerated over the decades that gives it the cash flow to do many things. But what it does not have is the cash generation and top-notch credit ratings to afford to build all of the datacenters