So Far, Nobody Turns Tokens Into Money Like Nvidia
… Maybe no company ever can. financial results compute
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Microsoft Committed To Doubling AI Infrastructure In Two Years
… It is against all of that context that we turn to Microsoft’s most recent financial results and see how it is doing in its AI business journey, particularly on the Azure cloud. …
Attacking Interconnects And Networks Across All Scales
… AMD is opting for a variant of UALink, which is itself based on its own Infinity Fabric coherent memory protocol, that runs atop Ethernet for the memory fabric across the Instinct GPUs used inside of the Helios racks. “Andy Bechtolsheim is personally driving – along with the hardware team – a signi… …
Broadcom May Become The Biggest Counterbalance To Nvidia
… With that, let’s get into Broadcom’s Q1 F2026 financial results. …
The Second Time Will Be The IPO Charm For Cerebras
… As far as we can tell from the S-1 reports that Cerebras has filed in September 2024 and then again this week as it has a second go at going IPO, G42 has spent $434.5 million on Cerebras gear and support for its cloud buildout of a mix of CS-2 and CS-3 waferscale systems from 2023 through 2025, rep… …