The Memory Crunch Pinches Cisco’s Profits
…The acquisition of Acacia Communications back in 2021 for $4.5 billion also gives Cisco the optical transceivers that appeal to the hyperscalers and cloud builders that are driving the lion’s…
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As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
…Nvidia also will work with Oracle to build “Solstice,” which will be the US Department of Energy’s largest AI supercomputer, powered by 100,000 Blackwell GPUs . It’s the largest of…
So Far, Nobody Turns Tokens Into Money Like Nvidia
…in net income in fiscal 2026. Now that is some return on investment ! It seems very unlikely that the AI model builders and the cloud builders can ever profit like this. Maybe…
The Second Time Will Be The IPO Charm For Cerebras
…For now, Cerebras is content to have pocketed that $2.1 billion in equity and expanded into a cloud builder, provided the deal gets done, and a dominant AI model builder, which…
Microsoft Committed To Doubling AI Infrastructure In Two Years
…With tens of millions of Windows Server customers around the world, it was nearly a given that the company could build a cloud that could rival the likes of Amazon Web Services…
Riding The Memory Boom And Trying To Avoid The Bust
…Given this, and the long history of boom-bust cycles in the memory market, the DRAM and flash makers have very little incentive to accelerate their capacity buildouts and every incentive to…
Broadcom May Become The Biggest Counterbalance To Nvidia
…And Tan has steered Broadcom brilliantly to make the most of an AI boom where the hyperscalers, cloud builders, and now the AI model builders want to control their own compute engine…
Nvidia Extends Its Grip On The AI Datacenter Outwards
…2026 HPE Throws VM Users A Lifeline, Unifying Containers And VM Management In Cloud Stack May 13, 2026 OpenAI, Microsoft And Friends Build A Better, More Scalable Ethernet May 12, 2026 Compute…
Dell Makes The Profits Up In Volume For Booming AI Servers
…May 13, 2026 connect OpenAI, Microsoft And Friends Build A Better, More Scalable Ethernet May 12, 2026 Compute And Memory Price Hikes Drive IT Spending Way Higher May 11, 2026 Sometimes, Air…
Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too
…2026 HPE Throws VM Users A Lifeline, Unifying Containers And VM Management In Cloud Stack May 13, 2026 connect OpenAI, Microsoft And Friends Build A Better, More Scalable Ethernet May 12, 2026…