AWS Will Be An OEM, Just Like Google And Maybe Microsoft
…not the cheapest way to get AI compute engines. We have calculated that TPU capacity might cost on the order of $30 billion to $35 billion per gigawatts, which brackets the full…
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The Twin Engine Strategy That Propels AWS Is Working Well
…Our model suggests that AWS spent around $115 billion on IT infrastructure, and of this around $105 billion was for AI infrastructure. So AI was 78 percent or so of all capex…
The Memory Crunch Pinches Cisco’s Profits
…As fiscal 2025 was rolling along and AI orders to hyperscalers and cloud builders were starting to ramp, the company originally expected only about $1 billion in AI orders for fiscal 2025…
Broadcom May Become The Biggest Counterbalance To Nvidia
…But all it takes is for AI inference to become highly tuned at a few companies on custom AI hardware in a mad dash to drive down the cost of chewing on…
Microsoft Committed To Doubling AI Infrastructure In Two Years
…But in Q3 F2026, the AI business had an ARR of $37 billion, up 123 percent year on year. That gives us two data points. The company also gave a datapoint on…
CoreWeave Takes As Much Financial Engineering As It Does Datacenter Design
…cheaper and focused on AI. To help cover its datacenter expansion costs, CoreWeave said this morning that it was doing a private offering of $1.25 billion in senior notes that would…
Arista Rides AI Scale Out Networks, Moves Into Scale Across, And Awaits Scale Up
…guidance for 2026 from $11.25 billion to $11.5 billion and its for AI-related networking from $3.25 billion to $3.5 billion when talking about its first quarter results…
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
…Interestingly, all of the operating income for the other AMD groups – Client, Gaming, and Embedded – offset by corporate overhead of $1.08 billion in operating costs were perfectly balanced such that the…
The Open Agentic AI World According To Nvidia
…The model will be foundational to the upcoming Nemotron 4 models. “We have invested billions of dollars of AI infrastructure so that we could develop the core engines for AI that's…
Taalas Etches AI Models Onto Transistors To Rocket Boost Inference
…And with the cost of training models running into the billions of dollars, paying a relatively nominal fee to adapt an HC inference engine to a new release of a model or…