… Nvidia still wants a software business in its P&L someday. power datacenter cooling ai dsx os nvidia Cisco Preps For A World Of AI Agent Coworkers, Frontier Model Threats June 3, 2026 Nvidia Extends Its Grip On The AI Datacenter Outwards June 2, 2026 Dell Makes The Profits Up In Volume For Booming …
… What we know for sure is that despite the desire of Meta Platforms to make its own AI chips, as evidenced by its MTIA AI inference chip design efforts as well as its acquisition of RISC-V CPU and GPU maker Rivos , is that Meta Platforms has spent big bucks with Nvidia, sometimes for whole systems a… …
… For those who want to move quickly with agentic AI for software development, AI-native strategy is critical. To that end, Microsoft and Nvidia are heavily involved in co-innovating with AI-native startups to build agentic platforms from the ground up. …
… The company described it as a digital immune system, with Gillis saying that “Live Protect is meant to be a finger in the dike that you use to plug the holes in between the maintenance windows and the patching cycle, which is also being changed due to Mythos.” Security also will come later this sum…
AI Microsoft: Getting Margins From AI Means Sometimes Saying No Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 billion for Azure infrastructure, Microsoft has reported that it has a revenue backlog dominated by its Azure… …
… What is clear is that to service that OpenAI commitment, Microsoft is going to have to invest in AI infrastructure at the crazy rates of its peers: AWS, Google, and Meta Platforms. …
… The greater predictability in the amended agreement strengthens our joint ability to build and operate AI platforms at scale while providing both companies the flexibility to pursue new opportunities.” What Microsoft And OpenAI Get That means that while Microsoft – which will continue as a major sh… …
… All of the big clouds and hyperscalers plus three of the four big GenAI model makers – OpenAI, Anthropic, and Meta Platforms – are all trying very hard to create their own custom AI XPUs so they can lower the cost per token for GenAI workloads running inference. xAI, the fourth indie model builder,… …
… Google’s other option was to lose Anthropic as a customer and have it go off and create its own AI XPUs or do a similar deal with AWS or Microsoft or Meta Platforms. …
… When all is said and done, HPE might be a better indicator of how the GenAI boom is doing at enterprises, sovereigns, and neoclouds than is archrival Dell. server compute ai proliant hpe Enhanced Performance For Server Consolidation With Intel Xeon 6+ June 4, 2026 Compute HPE Catches Its First GenA…