We Need Servers – Lots Of Servers. . . .
…about AI, as many contend it is and as the DeepSeek model first demonstrated back in January 2025 , then maybe the total addressable market in China is not as big as we…
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Marvell Pivots To AI Silicon, Looks Poised To Profit
…hyperscalers and cloud builders all pivoted their own investments away from their vast general purpose infrastructure and towards building a new class of AI supercomputers. Just like we think companies of all…
Data And Storage At The Center Of The AI Stack
…AI made it imperative for customers to do it much more easily, and thus the imperative to have infrastructure and support that's based on enterprises’ prioritized use cases is the big…
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
…But Nvidia co-founder and chief executive officer Jensen Huang also has to be careful to leave some HBM on the table for Big Green’s many competitors in the AI arms…
Scaling The Storage Pyramid With Micron’s Datacenter Memory And Flash
…So, if you’re investing in AI accelerators for high-performance computing and datacenters – then don’t forget to send Micron a thank you note because their advanced memory solutions, like LPDDR5X…
If You Can Make A Compute Engine, You Can Sell A Compute Engine
…of older gear to save power, space, and money so they can afford to invest in AI. Which companies are doing, too. There is more demand than meets supply, but both Intel…
Eridu Cuts To The AI Networking Chase With High Radix Switch System
…scale out networks for AI systems. The Series A funding was led by Socratic Partners, John Doerr (famous for being the tech guy at Kleiner Perkins and investing early in Compaq, Netscape…
Cisco Preps For A World Of AI Agent Coworkers, Frontier Model Threats
…and security through natural language, as well as AI Canvas, a new workspace that both humans and agents use in real-time when investigating and solving issues together. Within Cloud Control is…
SambaNova Pits Its Engineering Against Nvidia For Agentic AI
…The Intel investment also includes a strategic partnership between what used to be the world’s largest chip maker and the AI upstart, which was founded in 2017. There were rumors going…
Only A Few AI Platforms Can Survive
…Every day, there seems to be another company that is raking in the dough from investors to provide its variation on the AI theme. While only a few AI platforms can survive…