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? We don’t know, but it sure looks like someone is gonna spend a lot of money on infrastructure either …
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. And Amazon, …
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 …
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. …
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. Like …
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. Qualcomm is also the volume leader for high-end Arm CPUs and add-on …
Hewlett Packard Enterprise PE has a long history in supercomputing, with efforts like its Apollo family of systems aimed at data-intensive workloads like HPC, data analytics, and storage, and its $275 million acquisition in 2016 of SGI to help expand its presence in HPC. But it was HPE’s $1.3 billion …
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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. Now, …
Technical debt is a real thing, as any IT manager, programmer, system administrator or SRE, or end user will tell you. If you save money in the short run by not keeping up, you always end up paying with interest when you are backed into a place where you do …
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. It doesn’t hurt that high-bandwidth and low-latency interconnects are a necessity for GenAI platforms and that the world is willing …
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. And the company has not …
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. The company is also unveiling …
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. Famously, Nvidia co-founder and chief executive officer used these Pareto frontier curves in …
Japanese tech conglomerate SoftBank announced a $6.5 billion acquisition of Arm server CPU upstart Ampere Computing back in March, and that deal has not yet closed. And that means business has to continue as usual – well, as close to usual as possible – until the dominant shareholders of Ampere …
If Broadcom says that co-packaged optics is ready for prime time and can compete with other ways of linking switch ASICs to fiber optic cables, then it is very unlikely that Broadcom is wrong. The company that is the modern Broadcom has a long and deep – and acquired – …
In the basement of Connecticut’s Beneski Museum of Natural History sit the fossilized footprints of a small, chicken-sized dinosaur. Each track is more than a preserved impression; it’s a data record, holding clues to how the animal once moved. Unlocking that information, however, requires a tool that never existed in …
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