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. …
It is a now well-known fact in the datacenters of the world, which are trying to cram ten pounds of power usage into a five pound bit barn bag, that liquid cooling is an absolute necessity for the density of high performance computing systems to be increased to drive down latency between components and therefore drive up performance. …
As adoption of generative AI, agentic AI, and all other AIs expands around the globe, a focus in the industry can enable nations to more closely use its own infrastructure, workforces, and data to control, create, and deploy AI models. …
There is no question that one of the smartest things that chip designer, packager, and manufacturing process manager Marvell Technology did was to shell out $650 million in May 2019 to buy Avera Semiconductor. …
Years before Amazon Web Services launched in March 2006, there were a slew of grid computing startups and incumbent system makers – and a few of them with deep supercomputing experience – that were hawking remotely accessible, utility-style computing on demand. …
Sometimes, when datacenter computing does a paradigm shift, things get cheaper, like the move to RISC/Unix systems in the 1990s, and then to X86 systems in the 2000s. …
Building a successful cloud and growing it quarter after quarter, year after year, with first mover status or without it, is not an easy task. …
Marvell Technology made some big bets about delivering chip packaging and I/O technologies to the hyperscalers and cloud builders of the world who want to design their own ASICs but who do not have the expertise to get those designs across the finish line into products. …
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. …
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? …
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