Microsoft: Getting Margins From AI Means Sometimes Saying No
…Azure has doubled in size in two years by our math, and there is no reason to believe it will not double in half the time given the GenAI boom. Azure is…
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Building The Future Of Software In The AI-Native Era
…Bringing Nvidia NIM microservices to Azure AI Foundry Azure AI Foundry now offers an expanded portfolio of secure, scalable Nvidia NIM microservices, delivering reasoning for code-based tasks, science, advanced math, real…
GPUs And RAM Are In Short Supply, But The Real Bottleneck For AI Is Electricians
GPUs And RAM Are In Short Supply, But The Real Bottleneck For AI Is Electricians By design, datacenters are big capital machines. But to get a handle on the scale of resources…
Google Is A Full Stack AI Player, And Is Playing Well
…reason is that full stack integration. So does the company’s CEO. “Google Cloud is differentiated because we are the only provider to offer first party solutions across the entire enterprise AI…
Driving Down The AI System Roadmap With Nvidia
…AI compute engines and networking, Nvidia by far still has dominant market share and will for many years to come. How much remains to be seen. If you do some rough math…
With Its IPO Done, Cerebras Can Get Back To Pushing The AI Envelope
…to try to get better bang for the buck for AI inference workloads – or just to get any kind of matrix math compute at all. It would have been hard for Cerebras…
The Memory Crunch Pinches Cisco’s Profits
Connect The Memory Crunch Pinches Cisco’s Profits It has taken many years for the AI boom to reach the general ledgers and balance sheets of the world’s largest original equipment…
Intel Xeon 6 CPUs Carve Out Their Territory In AI, HPC
…illustration of the resources that will be consumed as AI usage – and the technology behind it, such as AI agents and reasoning AI – grows. Goldman Sachs Research analysts expect power demand from…
Broadcom May Become The Biggest Counterbalance To Nvidia
…About a third of that was driven by AI networking chips and the other two thirds was driven by AI accelerators and rackscale systems. If you do the math, that is $5…
Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines
…And that gives Microsoft two reasons to build a better Maia AI accelerator, which it has just announced that it has done. All of the big clouds and hyperscalers plus three of…
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