Arm Comes Full Circle With Homegrown, AI-Tuned Server CPU
…Meta Platforms is the one hyperscaler that is not also a cloud, and given this, Meta Platforms has more degrees of freedom when it comes to CPUs, GPUs, XPUs, DPUs, and switch…
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How AI Is Boosting Gender Equality In High Performance Racing
…Leveling The Playing Field The Driver Agent is powered by Google Cloud's Vertex AI development and runtime platform and Gemini large language model. It offers drivers both real-time performance feedback…
Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines
…All of the big clouds and hyperscalers plus three of the four big GenAI model makers – OpenAI, Anthropic, and Meta Platforms – are all trying very hard to create their own custom AI…
Only A Few AI Platforms Can Survive
Compute Only A Few AI Platforms Can Survive It does not happen very often in the history of business that an orthogonal product is invented that almost immediately doubles the revenue pool…
Microsoft And OpenAI Remain Friends, Are Looking To Hook Up With Others
…Given that, Microsoft and OpenAI announced an amended partnership that will still give them some of the benefits of the relationship but allow them work with other AI vendors and cloud providers…
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
…But the capex spending by the Big Five hyperscalers and cloud builders – Amazon, Google, Meta Platforms, Microsoft, and Oracle – as a share of revenue makes energy look capex stingy by comparison. The…
Better AI Might Depend On The Data Infrastructure Getting Better First
…The cloud-based platforms data scientists have relied on for a decade or more are often not up to the job of servicing today’s AI demands either. Again, it’s not…
Nvidia Extends Its Grip On The AI Datacenter Outwards
…a cloud builder could do in recent years, and maybe AI model builders are crafting behind the scenes at this moment. Nvidia, which has a damned near complete AI platform generating hundred…
The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
…an increase of 67.2 percent compared to the software and cloud giant’s spending in the prior year. Meta Platforms represented 16 percent of sales for the 2025 year, which works…
Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth
Ai Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth For so many years, the hyperscalers and cloud builders have dominated IT spending and much of the talk about system architecture…