Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
…Up In Volume For Booming AI Servers June 1, 2026 store Data And Storage At The Center Of The AI Stack May 29, 2026 Compute GPUs And RAM Are In Short Supply…
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As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
AI As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue Nvidia co-founder and chief executive officer Jensen Huang paced the stage at the company’s GTC Washington…
The Memory Crunch Pinches Cisco’s Profits
…And now, Cisco is getting traction as a provider of servers and switching to neoclouds and sovereigns need as they build out their infrastructure for the GenAI boom. This AI business is…
Intel Xeon 6 CPUs Carve Out Their Territory In AI, HPC
…The complexity and adoption of AI will only grow, and with it will come higher costs. Some of that comes with expensive GPUs being used now for AI workloads that less costly…
HPE Works Harder And Smarter To Chase Datacenter Profits
…The trick will be to get GPU and maybe XPU allocations to build the systems that allow HPE to drive revenues with AI servers and drive profits with AI networking. That is…
AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026
Compute AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026 While releasing an update to its InferenceX AI inference benchmark test, formerly known as InferenceMax and thus far…
Intel Xeon 6 With P-Cores Makes the Case For The Host CPU
…However, in the rapidly evolving and increasingly complex world of AI workloads, GPUs come with their own challenges around both cost and power efficiency. Nvidia’s GPUs are note cheap – a H100…
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
…filled in a capacity shortfall for more high bandwidth stacked DRAM to feed GPU and XPU accelerators for AI and HPC. It has created DRAM that stacks higher and runs faster than…
Riding The Memory Boom And Trying To Avoid The Bust
…The DRAM market is expanding on so many fronts, and Micron plays in all of them including datacenter-class LPDDR5 memory for AI servers like Nvidia’s “Grace” and “Vera” Arm server…
Microsoft Is More Dependent On OpenAI Than The Converse
…OpenAI must represent the largest part of Microsoft’s actual AI business, which means the other parts are small. And if Microsoft raises software prices to cover the cost of AI functions…