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. …
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. …
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. …
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. …
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. …
Technical debt is a real thing, as any IT manager, programmer, system administrator or SRE, or end user will tell you. …
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. …
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. …
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. …
One of the neat things about modern AI is that a whole new generation of people in a field outside of economics (but certainly driving the modern economy) has been introduced to curves showing the Pareto frontier. …
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