Not So Fast On That Charge For 800 Volt Datacenter Power
…The AI Envelope May 15, 2026 Cloud HPE Throws VM Users A Lifeline, Unifying Containers And VM Management In Cloud Stack May 13, 2026 connect OpenAI, Microsoft And Friends Build A Better…
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Uncle Sam Awards $2 Billion-Plus To Quantum Companies, But Wants A Cut
…The AI Envelope May 15, 2026 Cloud HPE Throws VM Users A Lifeline, Unifying Containers And VM Management In Cloud Stack May 13, 2026 connect OpenAI, Microsoft And Friends Build A Better…
Some More Game Theory, This Time On The AMD-Meta Platforms Deal
…pretty sure the former, which also has aspirations to be one of the top AI model builders in the world, will actually have the money to follow through on its hardware purchase…
AWS Will Be An OEM, Just Like Google And Maybe Microsoft
…Amazon had $143.1 billion in cash and equivalents in the bank as it exited Q1 2026, and it can afford to invest heavily in AI systems for its own use and…
Microsoft Is More Dependent On OpenAI Than The Converse
…In fact, even in this early inning, we have built an AI business that is larger than some of our biggest franchises that took decades to build.” As a person who has…
How HPC Is Igniting Discoveries In Dinosaur Locomotion – And Beyond
…Pushing The AI Envelope May 15, 2026 HPE Throws VM Users A Lifeline, Unifying Containers And VM Management In Cloud Stack May 13, 2026 connect OpenAI, Microsoft And Friends Build A Better…
Riding The Memory Boom And Trying To Avoid The Bust
…Given this, and the long history of boom-bust cycles in the memory market, the DRAM and flash makers have very little incentive to accelerate their capacity buildouts and every incentive to…
Driving Down The AI System Roadmap With Nvidia
…of the profits for AI systems are going to Nvidia, as its gross, operating, and net income clearly show. Truly amazing. Which brings us to the 2026 roadmap as presented at Huang…
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
…The three HBM manufacturers have to be careful to leave some stacked DRAM for the hyperscalers and cloud builders that are making their own XPU accelerators, and if they do not, you…
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
…its promises, which has the AI model maker committing to developing 6 gigawatts of AI compute based on AMD engines between the second half of 2026 and through October 2030 . We are…