The Twin Engine Strategy That Propels AWS Is Working Well
…Our model suggests that AWS spent around $115 billion on IT infrastructure, and of this around $105 billion was for AI infrastructure. So AI was 78 percent or so of all capex…
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If You Can Make A Compute Engine, You Can Sell A Compute Engine
…And, there is a new market emerging for CPUs, driven by the specific computing needs of agentic AI, that will, within the next few years, come to dominate the installed base of…
Uncle Sam Awards $2 Billion-Plus To Quantum Companies, But Wants A Cut
…With Others April 28, 2026 compute AI-Driven CPU Shortage Saves Intel’s Financial Cookies April 27, 2026 AI The GenAI Battle Shifts From Frontier Models To Agentic Platforms April 27, 2026…
We Need Servers – Lots Of Servers. . . .
…The market is utterly transformed, or rather, a new set of infrastructure suppliers have taken over AI system manufacturing and distribution and the venerable companies peddling systems of record – IBM, the various…
Only A Few AI Platforms Can Survive
…While only a few AI platforms can survive to have a reasonable share of the vast sums that are being thrown at AI infrastructure projects over the long haul, the good news…
Microsoft Is More Dependent On OpenAI Than The Converse
…OpenAI must represent the largest part of Microsoft’s actual AI business, which means the other parts are small. And if Microsoft raises software prices to cover the cost of AI functions…
HPE Throws VM Users A Lifeline, Unifying Containers And VM Management In Cloud Stack
…This week, HPE took another step with the fourth generation of its Private Cloud platform that moves it closer to being a single, unified operating model for running modern workloads – including AI…
Contemplating Meta’s Homegrown MTIA Compute Engine Roadmap
…And when AI models are changing faster than chip development cycles, any of the big model builders as well as anyone running AI inference at scale has to have a multi-product…
Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
…Neoclouds June 4, 2026 AI Cisco Preps For A World Of AI Agent Coworkers, Frontier Model Threats June 3, 2026 AI Nvidia Extends Its Grip On The AI Datacenter Outwards June 2…
Dell Is Determined To Gets Its Piece Of The AI Enterprise Pie
…We’re taking all the learnings from these massive systems to make AI easy for you, from AI PCs to small, domain-specific models running on the edge to the planetary-scale…