What is clear is that Nvidia can – and does – charge a hefty premium for its NVSwitch and NVLink ports, which offer ...
It is impossible to miss the impact that the rapid adoption of AI continues to have on the datacenter infrastructure space ...
Trying to figure out how much money is sloshing around for AI infrastructure and services is becoming a sport. We are living through the most dramatic IT investment cycle in the history of information ...
The whole supply chain of the world is basically suboptimal because we don't have the computing to run large-scale, efficient ...
In addition, the public interest law firm Legal Advocates for Safe Science and Technology (LASST) this week filed a lawsuit ...
And so, AMD has to do something dramatic to change the narrative as well as to become a model builder in its own right as ...
The server market is exploding thanks to the GenAI boom, and the Ethernet switch and router markets are finally starting to respond in sympathy with good growth. But don’t get too excited. It probably ...
A lot of advancements are being made in quantum computing that move beyond the basics of quantum processors (QPUs) and hardware fundamentals. Companies are expanding out into the architectural realm, ...
In its latest quarter, Oracle set record revenue levels and, importantly for the first time in its five decade history, its first quarter of one fiscal year was larger than the fourth quarter of the ...
Back in March, when looking out into the future of the custom XPU and networking ASIC chips as well as the other chippery that Broadcom sells that goes into AI clusters, I posited that Broadcom, more ...
Way back in the dawn of time, there were two rival future I/O schemes for PCs and servers, and as the Dot Com boom roared along, they buried the hatchet and made a compromise that resulted in the ...
Everybody has been expecting for Cerebras Systems, one of the second-generation of AI hardware startups that has been trying very hard to compete with Nvidia on AI compute for years, to launch its ...
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