Control
Why We Need A Data-Centric OS For AI
It is a pretty bold claim for anyone to call themselves the creator of the operating system for AI. …
AI
Compute
Lenovo Breaks Even On Datacenter Hardware, Makes It Up In Services
Here is how you know you are in a tough business: No matter what you do, no matter how hard your people work and how smart they are, no matter that you are riding the wild tiger of AI growth and revenues have grown marvelously, you can’t make any money. …
Connect
Silicon One G200 Finally Drives Cisco’s AI Networking Business
Everybody has been waiting to see the AI spike at Cisco Systems, and it just happened in its most current quarter. …
Compute
Dell Is Determined To Gets Its Piece Of The AI Enterprise Pie
For much of the two-plus years since ChatGPT hit the market and kicked off the generative AI frenzy, the market tilted toward well-resourced hyperscalers like Google, Amazon Web Services, and Microsoft as well as Tier 2 cloud service providers, with powerful – and expensive – accelerators and massive large language models like Meta’s Llama with 405 billion parameters. …
Compute
How Is Neocloud TensorWave Paying for Its Fairly Large AMD Cluster?
If you are a neocloud – and there seem to be more of these popping up like mushrooms in a moist North Carolina spring in the mountains – then you are going to need a pricing edge and a niche offering to compete with the big clouds and rival neoclouds. …
AI
Pushing AI System Cooling To The Limits Without Immersion
Here is a question for you. What is harder to get right now: 1,665 of Nvidia’s “Blackwell” B200 GPU compute engines or 10 megawatts of power for a four year contract in the Northeast region of the United States? …
Connect
No “Doom And Gloom” In The First Half For Arista
There has been no shortage of turmoil in the global economy thanks to war – trade and otherwise – and skirmish and terror of various kinds and severity. …
Compute
Supermicro Hiccups On Hopper, Pulls $40 Billion Guidance For Fiscal 2026
Nvidia co-founder and chief executive officer Jensen Huang did not do his OEM and ODM partners, who are the company’s main route to bring the infrastructure underpinning GPU systems to market, any favors when he suggested its “Hopper” GPU platforms would be blown away by their “Blackwell” kickers. …
Cloud
Amazon Says It Can Embiggen AWS Past “Multi-$100 Billion” With AI
Here is how you know the cloud revolution is not done: Throughout the 77 quarter financial history of Amazon Web Services, which was formally launched in March 2006, there have been so few quarters of sequential revenue decline that you can literally count them on one hand. …
AI
AI Steady, Cloud Accelerating Gives Microsoft A Big Datacenter Boost
Wall Street has been looking for some good news, and Microsoft came through with its financial results for the third quarter of its fiscal 2025 as its cloud business – and to be specific, its non-AI cloud business – grew much more strongly than expected. …