Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
…The three HBM manufacturers have to be careful to leave some stacked DRAM for the hyperscalers and cloud builders that are making their own XPU accelerators, and if they do not, you…
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Microsoft Is More Dependent On OpenAI Than The Converse
…But the number that jumped out to us when reviewing Microsoft’s second quarter of fiscal 2026, which ended in December, was that OpenAI accounts for 45 percent of its $625 billion…
Broadcom Helps CPU And XPU Makers Go Vertical With Compute
…The reasons we want to go vertical are intuitively obvious, just like it is obvious why the industry is building larger and larger sockets with 2.5D interconnects, creating what amounts to…
Stop Measuring AI Training Costs In GPU Hours
…May 13, 2026 connect OpenAI, Microsoft 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…
Cleveland Clinic Simulates Large Proteins With Quantum-Centric Supercomputing
…May 13, 2026 connect OpenAI, Microsoft 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…
Uncle Sam Awards $2 Billion-Plus To Quantum Companies, But Wants A Cut
…May 13, 2026 connect OpenAI, Microsoft 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…
HPE Catches Its First GenAI Wave With Enterprises, Sovereigns, And Neoclouds
…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…
Not So Fast On That Charge For 800 Volt Datacenter Power
…May 13, 2026 connect OpenAI, Microsoft 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…
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
…We are not here to do all of that again, but to put 2025 into the financial history books and move on to 2026, which is 35 days old and counting. Let…
Nvidia Says OpenClaw Is To Agentic AI What GPT Was To Chattybots
…Huang was just as effusive about the AI agent in his keynote this week at Nvidia’s GTC 2026 conference in San Jose, California, saying that OpenClaw will be as important a…