The Memory Crunch Pinches Cisco’s Profits
…And now, Cisco is getting traction as a provider of servers and switching to neoclouds and sovereigns need as they build out their infrastructure for the GenAI boom. This AI business is…
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As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
…Huang said Nvidia is partnering with Nokia to drive AI deeper into wireless networking infrastructure , a move that Huang will reduce America’s reliance on foreign technology in an industry that is…
The Second Time Will Be The IPO Charm For Cerebras
…The vesting of this warrant is pegged to product purchases – something we have seen from other AI infrastructure suppliers. Of these two deals, AWS could end up being more important in the…
Red Hat Saddles Up For The Wide Open GenAI Horizons
…coexist and integrate with their existing AI investments. They’re looking at what can be their enterprise AI platform. This means to having predictive AI workloads work right alongside with GenAI workloads…
Compute And Memory Price Hikes Drive IT Spending Way Higher
…and the big AI model builders, the latter of which – notably Anthropic and OpenAI, which are trying to go public this year – are now making direct investments in infrastructure as well as…
So Far, Nobody Turns Tokens Into Money Like Nvidia
…But for right now, we are in the infrastructure boom phase of GenAI, which in my mind always included both chattybot GenAI, image and video generation, and agentic AI. Physical AI is…
AI At The Edge Is Different From AI In The Datacenter
…This year, Intel seeks to advance AI PCs with its latest Intel Core Ultra client processors (code-named “Lunar Lake”), enabling more AI processing at the edge. For backend edge infrastructure, forthcoming…
Scaling The Storage Pyramid With Micron’s Datacenter Memory And Flash
…So, if you’re investing in AI accelerators for high-performance computing and datacenters – then don’t forget to send Micron a thank you note because their advanced memory solutions, like LPDDR5X…
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