If You Can Make A Compute Engine, You Can Sell A Compute Engine
…A lot of AI inference will be done by CPUs. And that means there will be special cost-optimized CPUs from Intel, AMD, and Arm that are good at this agentic workflow…
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SambaNova Pits Its Engineering Against Nvidia For Agentic AI
AI SambaNova Pits Its Engineering Against Nvidia For Agentic AI Here’s the thing about agentic AI: The machines will talk to each other a lot faster than we do through our…
Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth
…If Nvidia AI systems and their datacenters – the indisputable Cadillac of AI training and inference – cost on the order $50 billion per gigawatt (which is a number that Nvidia co-founder and…
Nvidia Extends Its Grip On The AI Datacenter Outwards
…power datacenter cooling ai dsx os nvidia Cisco Preps For A World Of AI Agent Coworkers, Frontier Model Threats June 3, 2026 Nvidia Extends Its Grip On The AI Datacenter Outwards June…
So Far, Nobody Turns Tokens Into Money Like Nvidia
…But for right now, we are in the infrastructure boom phase of GenAI, which in my mind always included both chattybot GenAI, image and video generation, and agentic AI. Physical AI is…
Arm Comes Full Circle With Homegrown, AI-Tuned Server CPU
…But with agentic AI, where agents backed by dozens of models are going to be querying inference models at more than 15X the rate of humans using chattybots, more and more CPUs…
Uncle Sam Awards $2 Billion-Plus To Quantum Companies, But Wants A Cut
…Others April 28, 2026 compute AI-Driven CPU Shortage Saves Intel’s Financial Cookies April 27, 2026 AI The GenAI Battle Shifts From Frontier Models To Agentic Platforms April 27, 2026 compute…
Dell Makes The Profits Up In Volume For Booming AI Servers
…Others April 28, 2026 compute AI-Driven CPU Shortage Saves Intel’s Financial Cookies April 27, 2026 AI The GenAI Battle Shifts From Frontier Models To Agentic Platforms April 27, 2026 compute…
HPE Sets Gen12 ProLiant Servers Loose On AI And The Edge
…and aimed squarely at the rapidly expanding AI space that in less than two years went from prompt-and-respond chatbots to AI agents that can reason, plan, and collaborate on their…
With TPU 8, Google Makes GenAI Systems Much Better, Not Just Bigger
…2026 back in March , if you want low latency inference response time – the kind that agentic AI demands, not the kind of batch processing that chattybots talking to people can get by…