AI
More Upward Revisions On AI Infrastructure Spending
Here is a question for you. What is more difficult: predicting the weather thirty days out or what global AI infrastructure spending will be out to the end of the decade? …
Articles by Timothy Prickett Morgan
Cloud
AWS “Bullish” On Homegrown Trainium AI Accelerators
One only need look at the incredible revenues and profits of the datacenter business at Nvidia to know that the world’s biggest compute customers – the hyperscalers, the cloud builders, and now the biggest model builders – need to bend the price/performance curve to boost their own profits. …
AI
Microsoft: Getting Margins From AI Means Sometimes Saying No
Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 billion for Azure infrastructure, Microsoft has reported that it has a revenue backlog dominated by its Azure cloud that stood at $392 billion as the first quarter of its fiscal 2026 year ended in September. …
Cloud
Google Spends More On Servers Than The Whole World Used To
Here is a funny number to chew on. Sometime in the early part of 2026, if current trends persist, Google will have a spending rate on servers that is in excess of the inflation adjusted spending levels set by the entire world in the wake of the Dot Com bust. …
AI
How Qualcomm Can Compete With Nvidia For Datacenter AI Inference
Qualcomm had datacenter envy back when Intel ruled the bit barns of the world, and now it has it even worse now that Nvidia has shown how AI processing can utterly transform the finances of a chip maker. …
Compute
Gartner Radically Raises Datacenter Spending Forecasts
Back in early September, the prognosticators at IDC put out an ebullient but simple AI spending forecast going out to 2029, and Gartner followed suit with a much more detailed AI spending forecast, which we augmented and expanded with the help of the market researcher a few weeks later. …
Compute
Fixing Intel Foundry Is Like Stopping Tripping Down The Stairs
Technical debt is a real thing, as any IT manager, programmer, system administrator or SRE, or end user will tell you. …
Connect
Engineering CPO Is Easy – Scaling It For AI Will Take An Ecosystem
It has taken a lot of dreaming and even more engineering, but the many promises of silicon photonics are starting to make their way into real products in the datacenter. …
AI
IBM Is Playing A Very Long AI Game With Its Customers
Over the next few years, Big Blue may not build the biggest AI business in the world by any stretch of the imagination, but we do have confidence that it will build a collection of AI products and services that are among the most profitable. …
Compute
NextSilicon Takes Aim At CPUs And GPUs With “Maverick-2” Dataflow Engine
It has taken eight years and $303 million in seed and three rounds of venture funding, but NextSilicon is today delivering several incarnations of its 64-bit dataflow engine, called Maverick-2, which was revealed this time last year when the company dropped out of stealth mode. …