… That said, there was the expected firehose of announcements, but their focus was on agentic AI, and key among them were new and expanded capabilities for building and running agents as well as ensuring the data they need is ready for them. …
… AI-Native Is Now AI-native organizations are those building AI solutions from scratch. Their infrastructure and processes are designed to complement AI, versus integrating built or bought AI solutions within existing infrastructures and processes. …
… 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 …
… With only $19.8 billion in cash in the bank and a debt load both long term and short term of $124.4 billion as the second quarter of fiscal 2026 ended last November, the company needs more money to prime the pump so it can start building the gear to service OpenAI a year from now in the Stargate da… …
CONTROL Most Neoclouds, Sovereigns, And Enterprises Will Buy, Not Build, Their AI Stacks Nutanix is banking on AI hardware constraints and ongoing disenchantment with VMware to bolster its effort to position its Cloud Platform as a “complete platform for the Agentic AI era” as it kicks off its annu… …
… The GenAI frenzy is at a fever pitch, and the big four hyperscalers and cloud builders alone – Amazon Web Services, Google Cloud, Meta Platforms, and Microsoft Azure – have collectively projected for capital expenses to be somewhere between $695 billion and $725 billion in 2026. …
… To make those investments in AI infrastructure, the AI model builders have themselves had to raise tremendous amounts of money from investors – sometimes including their AI compute engine suppliers, which is a bit of roundtripping, indeed. …
… No matter what, it is clear to us that for Google to meet its future processing commitments to itself, the model builders like Anthropic and OpenAI, and to its hundreds of thousands of enterprise AI customers, it is not only going to have to double capex, but it is going to have to get another 1.5X… …
… This allows us to help every country build their sovereign AI, and we're working with so many different companies out there.” Some of those companies are part of Nvidia’s new Nemotron Coalition – what Nvidia calls Nemotron 4 – which is bringing together model builders and AI developers to advance t… …
… We don’t know what the supply constraints are for the Arista products, but we do think it is telling that Arista raised its guidance for 2026 from $11.25 billion to $11.5 billion and its for AI-related networking from $3.25 billion to $3.5 billion when talking about its first quarter results ended … …