Most Neoclouds, Sovereigns, And Enterprises Will Buy, Not Build, Their AI Stacks
… Nutanix also announced NKP metal, which extends its existing Nutanix Kubernetes Platform onto bare metal. …
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Microsoft And OpenAI Remain Friends, Are Looking To Hook Up With Others
… Microsoft also has partnerships with other model vendors, including Meta , Mistral AI, and Hugging Face, but the alliance with Anthropic is important because it has become the most significant competitor to OpenAI. …
The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
… And even if you layer on the costs of the $6.4 billion in services that Arista has sold over that time – call it a decade and a half for the bulk of those services sales – then that still only drives it up to $273.60 per port. …
The GenAI Battle Shifts From Frontier Models To Agentic Platforms
… Adoption is growing, budgets are expanding, and more plans are being put in place to do more with agents. …
The Second Time Will Be The IPO Charm For Cerebras
… As these funding rounds were happening, model maker OpenAI and cloud builder Amazon Web Services inked deals to install Cerebras to drive their AI inference workloads. …
Attacking Interconnects And Networks Across All Scales
… Services revenues came in at $396.6 million, up 38.1 percent. …
The Open Agentic AI World According To Nvidia
… Among the nine listed are agentic AI, financial services, healthcare, industrial, quantum , and telecommunications. …
With Its IPO Done, Cerebras Can Get Back To Pushing The AI Envelope
… 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. …
Riding The Memory Boom And Trying To Avoid The Bust
… But it could be Broadcom, which needs to secure HBM capacity for the homegrown accelerators being crafted by Google, Anthropic, Meta Platforms, ByteDance, and Apple. …
Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth
… 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. …
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