…filled with AWS’ custom chip Trainium . Given the sheer scale, we can’t understate how bold Anthropic’s bet is . Not only are they committing to spending tens of billions of dollars…
…Getting Helios out the door on time and being manufactured in volume is why AMD spent $4.9 billion to acquire ZT Systems back in August 2024 . Not wanting to be in…
…First quarter revenue was $10.3 billion, gross margin was 53%, operating income was $1.5 billion, net income was $1.4 billion and diluted earnings per share was $0.84. On…
…Meta and AWS sign agreement to deploy AWS Graviton chips to power Agentic AI "And it's very hard to call exactly, but we certainly see the movement towards, you know, where…
…of its peers: AWS, Google, and Meta Platforms. Amy Hood, Microsoft’s chief financial officer, said that Microsoft raised its calendar 2026 capex spending plan to $190 billion, and just to show…
New PCPJack worm steals credentials, cleans TeamPCP infections By Bill Toulas May 7, 2026 02:35 PM A new malware framework called PCPJack is stealing credentials from exposed cloud infrastructure while actively…
…This helps to explain the $4 billion ($2 billion each) Nvidia plowed into Coherent and Lumentum, both companies specializing in optical lasers, last month. If it's going to embrace CPO in…
…Also in Vietnam last week, AWS Vice President of Data Center Planning and Delivery Kerry Person promised to develop local talent, and expressed his desire to do more business with the nation…
…In 2022, Google spent $31 billion in capital expenditures. The plan this year is for capex investment to his $175 billion to $185 billion, with more than half of Google’s machine…
…It’s a move that seemed likely ever since Amazon announced its $50 billion deal with OpenAI earlier this year, which was originally framed as a deal to make AWS a third…