Microsoft And OpenAI Remain Friends, Are Looking To Hook Up With Others
… For Microsoft, the reconfigured OpenAI deal gives it more flexibility to pursue partnerships with other AI vendors. …
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The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion
… Considering that Amazon Web Services is the biggest custom AI chip customer that Marvell has, and that AWS already has an NVLink Fusion partnership with Nvidia, and that AWS has said that the future Trainium 4 XPU will support both UALink and NVLink protocols , it stands to reason that the main par… …
Some Game Theory On That Nvidia-Meta Platforms Partnership
… The “Grace-Hopper” superchip pairing of the CG100 CPU and the H100 GPU accelerator was very much aimed at recommendation engines. …
Most Neoclouds, Sovereigns, And Enterprises Will Buy, Not Build, Their AI Stacks
… At the same time, he said, that following the release of Nutanix Agentic AI, which he described as a “full stack AI solution to go and offer full access to large language models that are curated and certified, running on certified GPUs, including an AI gateway” partners were coming to it as “a path…
Building The Future Of Software In The AI-Native Era
… Inspiring Trust For AI Success In the pursuit of creating the most trustworthy platform for enterprise AI, our partnerships are evolving from transactional to deeply co-creative. …
VAST Data: What Controls The Data Is More Important Than What Stores It
… That is on display this week at the vendor’s first major user conference – VAST Forward, in Salt Lake City, Utah – with VAST executives unveiling a number of new platform features aimed at building trust in the data that AI systems use, accelerating what the platform can do, and expanding partnersh… …
Four Months Into Its Comeback, Zapata Stakes Its Claim In Quantum Software
… Kapur mentioned Zapata’s ongoing work with an unnamed tech vendor to apply AI to the quantum space, particularly at the top layers of the software stack, adding that “because of AI's power, I'm as optimistic as ever about our ability to progress.” Olson says AI is making another Zapata project easi… …
Ayar Labs Gets $500 Million To Ramp Photonics Into 2028 AI Systems
Connect Ayar Labs Gets $500 Million To Ramp Photonics Into 2028 AI Systems Everybody is trying to build an AI portfolio these days. …
Broadcom May Become The Biggest Counterbalance To Nvidia
… Our ability to assure supply in these times of constrained capacity in leading-edge wafers, in high-bandwidth memory and substrates ensures the durability of our partnerships, and we have fully secured capacity of these components for 2026 through 2028.” Tan said that Broadcom’s visibility into 202… …
For Enterprises, GPUs Need Virtualization As Much As CPUs Ever Did
… Longer term customers would have to consider whether a capricious Broadcom was the best base for their AI ambitions. When it comes to AI, Ramaswami distinguished between AI on Nutanix, and AI in Nutanix. “The biggest impact that AI has had for us has been engineering,” he said. …