HPE rides the AI big tin rush – Fudzilla.com
… HPE bought the networking business last year for $14 billion, giving it more gear to shove into AI data centres. …
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FCC lets foreign routers live a bit longer – Fudzilla.com
… That is a sizeable reprieve for millions of US consumers and small and medium-sized businesses using the affected gear. …
Foxconn’s CPO racks vanish into Nvidia’s jaws – Fudzilla.com
… AMD is chasing the same direction, so Nvidia will not have the optical networking gold rush to itself. …
AI agents give CPU substrates a shove – Fudzilla.com
… ASICs are custom AI chips developed by outfits such as Broadcom, and they often work alongside Nvidia’s high-performance gear. …
Chip stocks ride AI bubble fears – Fudzilla.com
… Meta, Alphabet, Amazon and Microsoft have set aside $725 billion this year for data centres and the gear needed to keep AI humming. …
Huawei muscles in on China’s AI chips – Fudzilla.com
… Huawei is leaning on networking gear to build larger computing clusters, trying to compensate for weaker single-chip performance with brute-force scale. …