Microsoft Committed To Doubling AI Infrastructure In Two Years Microsoft built a systems software platform – Windows Server and its zillions of add-ons and extensions – long before it built a cloud and…
…Related Story PS6 Launch Timing Remains Undecided as Memory Shortages Persist; Sony Also Books $800M Bungie Impairment Loss As memory per accelerator and system scale expand simultaneously in AI infrastructure, a structure…
…The expected sharp growth in AI infrastructure spending is backing up this vision . Dell said that projections say spending could rise to $3 trillion to $4 trillion by 2030, though others show…
…Leading frontier AI labs are already putting this infrastructure to work. Thinking Machines Lab is scaling its Tinker application programming interface (API) on A4X Max VMs with GB300 NVL72 systems to accelerate…
…NVIDIA’s First CPU Built for Agents Lands at Top AI Labs Ian Buck hand-delivers the first NVIDIA Vera CPU systems to Anthropic, OpenAI, Oracle Cloud Infrastructure and SpaceXAI — marking the…
…AI demand is exploding across enterprise, coding, and finance sectors, and infrastructure has become one of the biggest constraints on growth. Anthropic is now effectively tying its future capacity expansion to one…
…Despite announcing surging profits, Microsoft saw its share price drop 6 percent as investors voiced concerns about the rampant capex growth it needs to support AI demand. The world doesn't just…
Earlier this year, we learned that NVIDIA began selling its "Vera" CPU generation as a standalone solution, offering hyperscalers and cloud providers a CPU ready for the agentic AI era. It appears…
…2026. "The buildout of AI factories—the largest infrastructure expansion in human history—is accelerating at extraordinary speed," said Jensen Huang, founder and CEO of NVIDIA. "Agentic AI has arrived, doing productive…
