Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
…Spending Way Higher May 11, 2026 compute Sometimes, Air Is The Only Way For AI Systems To Keep Their Cool May 8, 2026 connect Arista Rides AI Scale Out Networks, Moves Into…
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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…
Why Hyperscale Networks Have Been Decades In The Making
…spending on compute and storage infrastructure. This will hit $24.6bn in the second quarter of 2023, according to IDC , and is shifting to ever more complex workloads, including AI. And AI…
Nvidia Extends Its Grip On The AI Datacenter Outwards
…Spending Way Higher May 11, 2026 compute Sometimes, Air Is The Only Way For AI Systems To Keep Their Cool May 8, 2026 connect Arista Rides AI Scale Out Networks, Moves Into…
Dell Makes The Profits Up In Volume For Booming AI Servers
…IT Spending Way Higher May 11, 2026 Sometimes, Air Is The Only Way For AI Systems To Keep Their Cool May 8, 2026 Arista Rides AI Scale Out Networks, Moves Into Scale…
An Easy Route To AI-Enhanced Productivity
…appeal of Google’s AI platform: “Gemini for Google Workspace helps us save time on repetitive tasks, frees up developers for higher-value work, reduces our agency spending and enhances employee retention…
Custom Compute Engine Biz Growing More Than Marvell Ever Hoped
…The curves on a quarterly basis for AI XPUs and AI electro-optics (all the other stuff, mostly Inphi chips) look like this: Given all of the increased spending by Microsoft Azure…
With Its Llama API Service, Meta Platforms Finally Becomes A Cloud
…This week, at LlamaCon 2025, the first developer conference for the Llama AI stack, Meta Platforms took it one step further and is taking on rival model maker OpenAI in releasing an…
If You Can Make A Compute Engine, You Can Sell A Compute Engine
…there is not just a resurgence on spending on CPUs – which there most certainly is – but a tectonic shift underway thanks to agentic AI. This is the beginning of a trend, so…
Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too
…Spending Way Higher May 11, 2026 compute Sometimes, Air Is The Only Way For AI Systems To Keep Their Cool May 8, 2026 connect Arista Rides AI Scale Out Networks, Moves Into…
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