Google Is A Full Stack AI Player, And Is Playing Well
…The use of the BigQuery tabular database in conjunction with Gemini has grown by 30X in the past year as well as companies see the benefits of a completely unified Google AI…
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Only A Few AI Platforms Can Survive
…an AI XPU. (Run 64-bit simulations, crunch data analytics, do visualization and graphics, etc. . . . ) They started with Arm-based server CPUs several years ago and are moving into AI XPUs. (Meta…
Bechtolsheim & Friends Breathe Life Into Pluggable Optics One Last Time
…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 and…
The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
…It doesn’t have to build expensive datacenters or buy GPUs, so it can actually hang onto its cash hoard and make strategic acquisitions as it sees fit, and spend some of…
Marvell Pivots To AI Silicon, Looks Poised To Profit
…For all we know, the enterprise networking and carrier infrastructure businesses are losing money as well as the AI portion of the datacenter business. Marvell was just barely profitable before its AI…
Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq
…Also we would normalize to FP8 flops, which shows the performance gap is 21X at the same data precision and if the decode part of your AI workload can take advantage of…
OpenAI, Microsoft And Friends Build A Better, More Scalable Ethernet
…OpenAI has run MRC on clusters at the Oracle Stargate datacenter in Abilene, Texas as well as the Microsoft Azure AI datacenter in Fairwater, Wisconsin. The MRC protocol was implemented in Nvidia…
Eridu Cuts To The AI Networking Chase With High Radix Switch System
…for AI clusters that will flatten networks and therefore drop latency and cut network costs, which accounts for somewhere north of 20 percent of the total cost of acquisition for AI cluster…
Why Hyperscale Networks Have Been Decades In The Making
…And AI will lead to a tripling in hyperscale datacenter capacity over the next six years, according to Synergy Research Group . But even as they keep up a remorseless pace of technological…
Uncle Sam Awards $2 Billion-Plus To Quantum Companies, But Wants A Cut
…quantum doe department of energy compute united states china Dell Makes The Profits Up In Volume For Booming AI Servers June 1, 2026 store Data And Storage At The Center Of The…