Compute And Memory Price Hikes Drive IT Spending Way Higher
…builders, and AI model makers located in the United States and China. In the February forecast, Gartner was expecting for datacenter systems spending to grow by 31.7 percent in 2026 to…
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Marvell Pivots To AI Silicon, Looks Poised To Profit
…No one knows these facts better than Marvell Technology, who along with rival chip maker Broadcom, is seeking to benefit from the bevy of custom silicon that the hyperscalers and cloud builders…
Arista Rides AI Scale Out Networks, Moves Into Scale Across, And Awaits Scale Up
…Given the shortages in the IT industry for all kinds of components, Arista has visibility into its hyperscaler and cloud builder customers, and not because these customers are generous with their capacity…
The Open Agentic AI World According To Nvidia
…It was a message that he’s repeated this week at Nvidia’s GTC 2026 conference in San Jose, California. For sure, there was been plenty of hardware talk during Huang’s…
Sometimes, Air Is The Only Way For AI Systems To Keep Their Cool
…And if they need rackscale nodes for training, they can – and often do – rent them from a big cloud builder or a neocloud. This need to stay on premise for production inference…
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…
AI-Driven CPU Shortage Saves Intel’s Financial Cookies
…Couple that with the fact that all of the X86 processors from Intel and AMD that can be made in 2026 seem to be allocated to their respective hyperscalers, cloud builders, OEMs…
The Embrace Of AI In Design Transforms Cadence And Its Customers
…Being able to give people more productivity and more efficacy here, this was a natural win, and the best place to start to apply agentic AI.” At its CadenceLIVE 2026 show this…
Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
…2026 HPE Throws VM Users A Lifeline, Unifying Containers And VM Management In Cloud Stack May 13, 2026 connect OpenAI, Microsoft And Friends Build A Better, More Scalable Ethernet May 12, 2026…
Some Game Theory On That Nvidia-Meta Platforms Partnership
…of the capital expenses budget, which for 2026 is projected to be $125 billion. You can see why all of the hyperscalers and cloud builders want their own CPUs and XPUs – including…