Nvidia may have cornered the market for the compute engines and networks that link them to train GenAI models, and the company has a very large share of the platforms that do inference, too. …
Here’s a riddle for you: What’s the difference between an economic bubble and an economic transformation? …
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. …
Space has always been a premium in the datacenter, but the heat is on – quite literally – to drive up the density of GPU and XPU compute not just because real estate is expensive, but because latency is perhaps more expensive. …
Quantum computing is finally heating up. There is a heady mix of high-profile and highly resourced big tech players like Google, Microsoft, Amazon Web Services, and Nvidia either building QPUs, simulating them, or integrating them with classical supercomputers in addition to well-funded younger companies and startups, such as QuEra, IonQ, Quantum Computing, Quantinuum, D-Wave, and Alice & Bob. …
There are somewhere on the order of 50,000 reasonably large companies, academic centers, and governments in the world that the enterprise IT market is like the ocean on a calm day in the doldrums. …
Over the past decade, it has been interesting to watch companies push the rock that is quantum computing up the steep hill. …
If all goes according to the high end of plan, then AMD should kiss $10 billion in revenues in the fourth quarter of this year, and if it was low-balling that number a little, then it should break through $10 billion and put the wrap on a $34.3 billion year that was its best year ever and its most profitable one in terms of absolute dollars and one of its better ones for net income as a share of revenue. …
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? …
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. …
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