Tag: 10

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Microsoft Is More Dependent On OpenAI Than The Converse

January 30, 2026

Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines

January 28, 2026

Microsoft: Getting Margins From AI Means Sometimes Saying No

October 31, 2025

Microsoft And Corintis Champion Microfluidics Cooling Pioneered By IBM

September 26, 2025

Nvidia And Hyperscaler Friends Do Massive AI Deals In The UK

September 17, 2025

Marvell’s Custom XPU Pipeline Is A Declaration Of AI Independence

September 3, 2025

It Is Very Hard To Catch AWS On The Clouds

August 19, 2025

To Beat Neocloud Rivals To OpenAI, CoreWeave Spends Like Crazy

August 16, 2025

AI Embiggens The Big Clouds, Especially Microsoft

August 1, 2025

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Marvell Is Saved By The AI Boom, But Every Deal Is Tough

AI Steady, Cloud Accelerating Gives Microsoft A Big Datacenter Boost

What A Tangled OpenAI Web We CoreWeave

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AWS Cat Qubits Make Quantum Error Correction Effective, Affordable

February 27, 2025

With Majorana, Microsoft Says Quantum Is Years, Not Decades, Away

February 20, 2025

The Road Ahead For Datacenter Compute Engines: The CPUs

January 30, 2025

Azure Can’t Make Up For On Premises Profit Decline At Microsoft

January 30, 2025

OpenAI Declares Its Hardware Independence (Sort Of) With Stargate Project

January 22, 2025

Anthropic And OpenAI Show Why Musk Should Build A Cloud

November 25, 2024

You Are Paying The Clouds To Build Better AI Than They Will Rent You

November 5, 2024

AI Powerhouses Choose The Nuclear Option

September 20, 2024

The Sugar Daddy Boomerang Effect: How AI Investments Puff Up The Clouds

August 12, 2024

AI Accelerates Cloud Revenues As Well As Cloud Investments

May 6, 2024

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How To Make More Money Renting A GPU Than Nvidia Makes Selling It

May 2, 2024

Mixed Results For The Datacenter Thundering Thirteen In Q4

April 9, 2024

Microsoft Stargate: The Next AI Platform Will Be An Entire Cloud Region

April 1, 2024

Hyperscalers Bringing Nvidia’s Grace-Blackwell Superchip To Their Clouds

March 21, 2024

A Tale Of Three Cloud Builders, All Seeking Dominance

February 5, 2024

Combining AI With HPC To Find Better Battery Designs

January 12, 2024

Datacenter Infrastructure Report Card, Q3 2023

December 18, 2023

Microsoft Holds Chip Makers’ Feet To The Fire With Homegrown CPU And AI Chips

November 15, 2023

OpenAI To Join The Custom AI Chip Club?

October 6, 2023

Ethernet Consortium Shoots For 1 Million Node Clusters That Beat InfiniBand

July 20, 2023

Chiplet Cloud Can Bring The Cost Of LLMs Way Down

July 12, 2023

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Lining Up The “El Capitan” Supercomputer Against The AI Upstarts

July 10, 2023

The Big Clouds Get First Dibs On AMD “Genoa” Chips

June 16, 2023

Cerebras Smashes AI Wide Open, Countering Hypocrites

March 29, 2023

Inside The Infrastructure That Microsoft Builds To Run AI

March 21, 2023

Meta Platforms Spent Over $1 Billion On Arista Networking In 2022

February 16, 2023

What Do We Do When Compute And Memory Stop Getting Cheaper?

January 18, 2023

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Making It Easier To Break The SONiC Barrier For Networking

January 10, 2023

Hyperscalers And Clouds Lift Arista Networks Sky High

November 1, 2022

Cloud Builders Navigate A Sea Of Economic Uncertainty

August 5, 2022

Google Follows Suit With Microsoft On Ampere Arm Instances

July 15, 2022