AI Eats The World, And Most Of Its Flash Storage
…flash was consumed for these AI supercomputers in 2023, around 315 exabytes in 2024, and 450 exabytes in 2025. That’s a lot of flash. And 2026 will get worse as a…
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AI Will Soon Drive A Third Of TSMC’s Business
…AI model builders are trying to get hefty configurations to drive the performance of their expensive GPUs and XPUs. Which for the most part have been allocated for all of 2026, just…
Marvell Pivots To AI Silicon, Looks Poised To Profit
…But the companies building AI training clusters saw a need to curtail existing spending to compensate for the crazy budgets of this new GenAI area. There has been incremental spending, to be…
Google Is A Full Stack AI Player, And Is Playing Well
Google Is A Full Stack AI Player, And Is Playing Well Google might have come late to the cloud game and it might be a distant third compared to Amazon Web Services…
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…
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…
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
…truth – and see what 2026 is going to look like for revenue and capex. The thing to remember about Google is that it has been embedding AI functions into its core search…
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…
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…
Arista Rides AI Scale Out Networks, Moves Into Scale Across, And Awaits Scale Up
…Scale up will be a new entry for Arista in 2027 and beyond, where we will be working closely with our customers to build AI racks with very fast interconnects for co…