Google Is A Full Stack AI Player, And Is Playing Well
…backlog, which is not dominated by model builder OpenAI, whose revenue streams and operating losses are something to worry about when you are planning three, four, or five years into the future…
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Microsoft Committed To Doubling AI Infrastructure In Two Years
…AI infrastructure at the crazy rates of its peers: AWS, Google, and Meta Platforms. Amy Hood, Microsoft’s chief financial officer, said that Microsoft raised its calendar 2026 capex spending plan to…
Dell Bulks Up Hardware As AI Infrastructure Shifts To On-Premises
Dell Bulks Up Hardware As AI Infrastructure Shifts To On-Premises The first day of the Dell Technologies World 2026 conference in Las Vegas this week had a faintly familiar vibe to…
Big Blue Poised To Peddle Lots Of On Premises GenAI
…view of how AI – and particularly AI inference – might play out in the real world, not in the rarified air of the hyperscalers, cloud builders, and model builders. This is not a…
Microsoft: Getting Margins From AI Means Sometimes Saying No
…Getting Margins From AI Means Sometimes Saying No Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 billion…
The Open Agentic AI World According To Nvidia
…Nvidia has been become more open with models since November 2023, when it released its first Nemotron open model, born from the company’s broader NeMo framework for building custom generative AI…
Some Game Theory On That Nvidia-Meta Platforms Partnership
Compute Some Game Theory On That Nvidia-Meta Platforms Partnership When Meta Platforms does a big AI system deal with Nvidia, that usually means that some other open hardware plan that the…
Stop Measuring AI Training Costs In GPU Hours
…The AI Envelope May 15, 2026 Cloud 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…
Uncle Sam Awards $2 Billion-Plus To Quantum Companies, But Wants A Cut
…The AI Envelope May 15, 2026 Cloud 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…
Riding The Memory Boom And Trying To Avoid The Bust
…But it probably is a good thing to ink a few such deals so it can confidently build out a capacity expansion plan and fund it. All we know is the five…