…source AI models, from Nemotron for agentic AI and Cosmos for physical AI to Gr00t (robotics), BioNeMo (biomedical research), Apollo (AI physics), and Alpamayo (autonomous vehicles). Now the focus shifts to quantum…
…The revenue is growing from AI XPUs and AI electro-optics, but the profits are growing from the latter and certainly not from the former. The reason why Marvell as gigs with…
…With CPUs now getting both vector and matrix math units and with a shortage of GPU compute engines compared to the huge demand thanks to the generative AI boom, there is without…
…Classical HPC, And AI System Stack May 21, 2026 compute Dell Bulks Up Hardware As AI Infrastructure Shifts To On-Premises May 19, 2026 Cisco Wins Over AI Customers With Merchant Silicon…
…The company said it was a “clear signal that enterprises are shifting from experimentation to execution, embedding AI at the core of their business strategies.” Enterprises are still getting their AI feet…
…resurgence on spending on CPUs – which there most certainly is – but a tectonic shift underway thanks to agentic AI. This is the beginning of a trend, so its outlines are a bit…
AI Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq Back in late December , Nvidia did a $20 billion “acquihire” of most of the development team at Groq and licensed…
…Quantum, Classical HPC, And AI System Stack May 21, 2026 Dell Bulks Up Hardware As AI Infrastructure Shifts To On-Premises May 19, 2026 Cisco Wins Over AI Customers With Merchant Silicon…
…The big news was that HashiCorp would be shifting from pushing licenses and support contracts for its seven core and integrated products – Terraform, Packer, Waypoint, Nomad, Vault, Boundary, and Consul – to a…
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