Some More Game Theory, This Time On The AMD-Meta Platforms Deal
…are pretty sure the former, which also has aspirations to be one of the top AI model builders in the world, will actually have the money to follow through on its hardware…
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Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq
AI Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq Back in late December , Nvidia did a $20 billion “acquihire” of most of the development team at Groq and licensed…
How HPC Is Igniting Discoveries In Dinosaur Locomotion – And Beyond
…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…
The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
…If you want to see our model’s numbers, shown in the chart above, here they are: What this means is that the non-AI part of the Arista business will grow…
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…
Not So Fast On That Charge For 800 Volt Datacenter Power
…by 2030 maybe 10 percent of the new AI nodes coming out will be required to have 800 volt DC.” And even brand new datacenters will not be entirely based on 800…
Is Mojo The Fortran For AI Programming, Or More?
…Modularity Is The Key The name Modular AI is important, and not the AI part except for the fact that this is a great place to start a new programming language like…
Marvell Pivots To AI Silicon, Looks Poised To Profit
…Just like we think companies of all sizes and stripes are keeping their general purpose servers around longer so they can spend on new AI infrastructure, we think the same thing happened…
How Sustainable Is This Crazy Server Spending?
…success with its “Grace” Arm server CPU in its AI and HPC infrastructure. IBM is also seeing an uptick in with new Power11 and System z17 proprietary enterprise systems rolling out this…
NextSilicon Takes Aim At CPUs And GPUs With “Maverick-2” Dataflow Engine
…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…