Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
…Rides AI Scale Out Networks, Moves Into Scale Across, And Awaits Scale Up May 7, 2026 If You Can Make A Compute Engine, You Can Sell A Compute Engine May 6, 2026…
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Attacking Interconnects And Networks Across All Scales
…You have to compute where you have the power, and if the power is distributed, then the network has to be. In the meantime, Arista Networks has to sell switches and router…
Nvidia Extends Its Grip On The AI Datacenter Outwards
…AI Scale Out Networks, Moves Into Scale Across, And Awaits Scale Up May 7, 2026 COMpute If You Can Make A Compute Engine, You Can Sell A Compute Engine May 6, 2026…
HPE Works Harder And Smarter To Chase Datacenter Profits
COMPUTE HPE Works Harder And Smarter To Chase Datacenter Profits The compute engine and networking ASIC makers are profiting mightily from the GenAI boom, and so is Taiwan Semiconductor Manufacturing Co, the…
Driving Down The AI System Roadmap With Nvidia
…Despite all of the glorious competition from the Cambrian explosion in AI compute engines and networking, Nvidia by far still has dominant market share and will for many years to come. How…
Why Hyperscale Networks Have Been Decades In The Making
…This all becomes increasingly important given the current drive towards longer, more sustainable life cycles for networking and compute, even within the fastest moving hyperscalers. “If you read any 10K report from…
Cleveland Clinic Simulates Large Proteins With Quantum-Centric Supercomputing
…AI Scale Out Networks, Moves Into Scale Across, And Awaits Scale Up May 7, 2026 COMpute If You Can Make A Compute Engine, You Can Sell A Compute Engine May 6, 2026…
Broadcom May Become The Biggest Counterbalance To Nvidia
…The AI compute and networking business utterly dominates the Nvidia business , and it is not quite there yet for Broadcom. But if current trends persist in homegrown XPUs for AI workloads, it…
Uncle Sam Awards $2 Billion-Plus To Quantum Companies, But Wants A Cut
…AI Scale Out Networks, Moves Into Scale Across, And Awaits Scale Up May 7, 2026 COMpute If You Can Make A Compute Engine, You Can Sell A Compute Engine May 6, 2026…
Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines
…The difference is that the ATL network has eight rails for even more packet spraying and for an even larger cluster domain of 1,536 nodes and 6,144 compute engines. We…