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All things being equal, you probably would not build a 5 gigawatt datacenter on Earth in the desert near the equator. But ...
It is not clear why Kirk Skaugen, who was a long-time Intel datacenter executive and who was president of Lenovo’s ...
Everybody has been waiting to see the AI spike at Cisco Systems, and it just happened in its most current quarter. Cisco has ...
There are many reasons why Nvidia is the hardware juggernaut of the AI revolution, and one of them, without question, is the ...
For much of the two-plus years since ChatGPT hit the market and kicked off the generative AI frenzy, the market tilted toward well-resourced hyperscalers like Google, Amazon Web Services, and ...
Here is a question for you. What is harder to get right now: 1,665 of Nvidia’s “Blackwell” B200 GPU compute engines or 10 megawatts of power for a four year contract in the Northeast region of the ...
The rapid changes Broadcom instituted after buying virtualization stalwart VMware for $61 billion in late 2023 continue to ...
The oil barons of the Middle East have been trying to diversify out of carbon fuels and into other parts of the global economy for decades, but artificial intelligence may be a game that only ...
There has been no shortage of turmoil in the global economy thanks to war – trade and otherwise – and skirmish and terror of various kinds and severity. Despite ...
Here is how you know the cloud revolution is not done: Throughout the 77 quarter financial history of Amazon Web Services, which was formally launched in March 2006, there have been so few quarters of ...