SambaNova Pits Its Engineering Against Nvidia For Agentic AI
…to help build and push its new “Cerulean 2” SN50 reconfigurable data unit (RDU) compute engine for AI processing. The latest funding round brings its total cash haul to $1.48 billion…
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HPE Works Harder And Smarter To Chase Datacenter Profits
…hpe ai server compute ai
Oracle’s Financing Primes The OpenAI Pump
…There are too many variables to model this Oracle-AI deal from the outside. We tried three different ways and got three different answers, and a lot depends on the nature of…
Nvidia Brings The Power Of Open Source AI Models To Quantum Computing
COMPUTE Nvidia Brings The Power Of Open Source AI Models To Quantum Computing For quantum computing to reach the point where it is fault-tolerant, scalable, and commercially viable, it’s going…
CoreWeave Takes As Much Financial Engineering As It Does Datacenter Design
…renting compute capacity from others. Back in September 2025, Meta Platforms inked a supplier deal with king of the neoclouds, CoreWeave, that saw the former buy $14.2 billion in AI processing…
The Second Time Will Be The IPO Charm For Cerebras
…As these funding rounds were happening, model maker OpenAI and cloud builder Amazon Web Services inked deals to install Cerebras to drive their AI inference workloads. While much has been made of…
Nvidia Software Pushes MLPerf Inference Benchmarks To New Highs
…AI models is what drove the AI inference performance numbers in such measures as minimum token rate and shorter time to the first token, according to Dave Salvatore, director of accelerated computing…
We Need Servers – Lots Of Servers. . . .
…HPE, which is getting more and more picky about deals because it doesn’t want to take lower margins on AI deals, had $3.87 billion in sales, down 8.6 percent…
Bechtolsheim & Friends Breathe Life Into Pluggable Optics One Last Time
…technology from the $2.5 billion Celestial AI acquisition by Marvell back in December 2025 is also part of this deal. In the meantime, AI datacenters need more density in their networks…
HPE Sets Gen12 ProLiant Servers Loose On AI And The Edge
…dealing with. AI is certainly one of them, but organizations also are seeing more data storage and processing pushing out to the edge , which is becoming a central focus of enterprise compute…