AI
Tomorrow’s Datacenter Won’t Be Like Yesterday’s – Here’s Why
The way that organizations plan, design and run a datacenter was already under pressure. …
AI
AI
Everybody But Nvidia And TSMC Has To Make It Up In Volume With AI
We keep seeing the same thing over and over again in the AI racket, and people keep reacting to it like it is a new or surprising idea. …
AI
Oracle Is Using OpenAI To Build A Platform For The Enterprise
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? …
AI
The Road To HPC And AI Profits Is Paved With Good Intentions
With a profitable PC business that has 25 percent of global shipments (thanks in large part to its acquisition of IBM’s PC business two decades ago) plus a respectable smartphone business (by virtue of its Motorola acquisition), the client device business at Lenovo is finally back to where it was during the peak of the coronavirus pandemic and is consistently delivering what are decent profits for this cut-throat part of the IT sector. …
AI
If The GenAI Bubble Bursts, Nvidia Will Still Keep Growing
Here’s a riddle for you: What’s the difference between an economic bubble and an economic transformation? …
AI
AMD: Solid Roadmaps Beget Money, Which Beget Better Roadmaps And Even More Money
There is a vicious cycle that comes from screwing up, but there is also a virtuous cycle that comes from digging yourself out of the hole and not only not screwing up anymore, but catching up to and then leapfrogging the competition through good engineering, hard work, and a little luck. …
AI
VAST Data’s $1.17 Billion Deal With CoreWeave Is A Leading Indicator
If there is one thing that the AI model builders and the neoclouds both agree on, it is that they do not want to worry about storage. …
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? …
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. …
AI
As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
Nvidia co-founder and chief executive officer Jensen Huang paced the stage at the company’s GTC Washington DC event dressed in his standard black leather jacket over a black T-shirt, with black pants and black sneakers, but the messages he delivered during his keynote was decidedly red, white, and blue. …