The Open Agentic AI World According To Nvidia
…unpins AI. It becomes the model that runs on top of it, and Nvidia is pressing that advantage with the open models, which cost significantly less than those developed and owned by…
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Nvidia Extends Its Grip On The AI Datacenter Outwards
…Ethernet May 12, 2026 Compute And Memory Price Hikes Drive IT Spending Way Higher May 11, 2026 compute Sometimes, Air Is The Only Way For AI Systems To Keep Their Cool May…
Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines
…GenAI model makers – OpenAI, Anthropic, and Meta Platforms – are all trying very hard to create their own custom AI XPUs so they can lower the cost per token for GenAI workloads running…
Cisco Wins Over AI Customers With Merchant Silicon And Optics
…Like everyone else in the world, Cisco wants to cut its overhead costs, and it is using AI as an excuse to do layoffs. We have our doubts how much this reduction…
OpenAI, Microsoft And Friends Build A Better, More Scalable Ethernet
…network lashing together AI system nodes has lower latency (fewer hops across the network between any two endpoints), lower cost (which lowers the total cost of acquisition), and lower power consumption (which…
AI-Driven CPU Shortage Saves Intel’s Financial Cookies
Intel Corporation AI-Driven CPU Shortage Saves Intel’s Financial Cookies If you have a few pallets of datacenter CPUs sitting in a barn somewhere, and they have a reasonable number of…
Some More Game Theory, This Time On The AMD-Meta Platforms Deal
…Our best guess was that the Nvidia deal was for 2 million to 3 million GPUs, and lots of “Vera” Arm server CPUs both inside the AI systems and outside of them…
Arista Rides AI Scale Out Networks, Moves Into Scale Across, And Awaits Scale Up
…our customers to build AI racks with very fast interconnects for co-packaged copper, CPC, or open co-packaged optics, CPO, as well as supporting collectives and memory acceleration.” “Scale-out or…
Not So Fast On That Charge For 800 Volt Datacenter Power
…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 Is The Only Way For AI…
Another Step In Building The HPC Ecosystem For Arm
…HPC cluster node – especially given the high cost of main memory these days. The nodes have ConnectX-5 InfiniBand adapters from Mellanox Technologies and link out to 100 Gb/sec EDR InfiniBand…