Some More Game Theory, This Time On The AMD-Meta Platforms Deal
…This deal AMD has inked with Meta Platforms is also similar in magnitude and nearly in scope to the one that the social networker signed with AI hardware juggernaut Nvidia last week…
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Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq
…agentic AI inference and presenting a better balance between memory bandwidth and compute while also not sacrificing memory capacity. We will do a deeper dive down deeper into the hardware. Fear not…
New Google Networks Tuned Up For GenAI Inference And Training
…since been enabled in the Nvidia GPU hardware and software stack: These two new features will no doubt speed up a lot of AI training, but how much Google did not say…
NextSilicon Takes Aim At CPUs And GPUs With “Maverick-2” Dataflow Engine
…HPC, And AI System Stack May 21, 2026 Dell Bulks Up Hardware As AI Infrastructure Shifts To On-Premises May 19, 2026 Cisco Wins Over AI Customers With Merchant Silicon And Optics…
HPE Catches Its First GenAI Wave With Enterprises, Sovereigns, And Neoclouds
…And AI System Stack May 21, 2026 compute Dell Bulks Up Hardware As AI Infrastructure Shifts To On-Premises May 19, 2026 Cisco Wins Over AI Customers With Merchant Silicon And Optics…
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…
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
…We wonder how much internal backlog for AI hardware and services there is for Google’s own businesses, which have their own infrastructure and which do not officially use the Google Cloud…
Better AI Might Depend On The Data Infrastructure Getting Better First
…on AI development and deployment, as much as access to skills and data. DDN partners closely with chip maker Nvidia. It’s closely aligned with the GPU giant’s hardware architecture, scaling…
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…
Compute And Memory Price Hikes Drive IT Spending Way Higher
…This is obviously a big change, and it is being driven mostly by the vast investments in AI training and inference systems, mostly by the hyperscalers, cloud builders, and AI model makers…