High tech companies always have roadmaps. Whether or not they show them to the public, they are always showing them to key investors if they are in their early stages, getting ready to sell some shares on Wall Street to make money – literally, going public – or talking to key customers who are interested in buying a platform, not just a point product to solve a problem today. …
The IT infrastructure market is undergoing its own kind of climate change thanks to the overheating of the market due to the GenAI boom. …
In his letter to Intel employees, new chief executive officer Lip-Bu Tan, who starts his new job next Tuesday, tells them that he is “never deterred by challenges.” …
Oracle’s cloud may be been in the running to be the host of a massive AI training system for Elon Musk’s xAI startup, with a purported $10 billion in rentals at stake. …
Wouldn’t it be funny if all of that money that Microsoft spent last year paying neocloud upstart CoreWeave was just to support ever-embiggening AI training workloads at OpenAI as it makes its GPT models smarter? …
With RISC-V International, the body controlling the RISC-V instruction set, located in Switzerland for the past five years, RISC-V now has just as much right to call itself indigenous to Europe as does Arm Ltd, the British chip company that finds itself on the other side of the English Channel after the Brexit break up and that is still around 90 percent owned by Japanese conglomerate SoftBank. …
Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably dominant – share of AI inference. …
Dell saw a sequential slump in server sales its most recent quarter as customers were awaiting access to systems using Nvidia’s “Blackwell” GPUs, and rival Hewlett Packard Enterprise had a similar issue when it turns in its first quarter of fiscal 2025, which ended in early February. …
CoreWeave, the upstart GPU cluster datacenter operator that was formerly a relatively small cryptocurrency miner based in Roseland, New Jersey, has filed its S-1 form with the US Securities and Exchange Commission to do an initial public offering. …
All presidents of these United States have the bully pulpit from which to lecture the American people and, for the past century, the rest of the world about how the global economy and culture should work. …
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