Wide area networks and datacenter interconnects, or DCIs, as we have known them for the past decade or so are nowhere beefy ...

It is one thing for the market researchers of the world to make prognostications about hardware, software, and services spending relating to the GenAI ...

In early 2024, we all had been wondering how OpenAI was going to pay for its $100 billion Stargate datacenter infrastructure ...

Of all of the hyperscalers and cloud builders, Meta Platforms has always been the one that we expected to design and have ...

What does Cerebras Systems, the first successful waferscale computing commercializer and a contender in the race to provide ...

Back at the end of July, we had a discussion with CPU maker AMD and the topic of conversation was hybrid cloud. In the course ...

When we try to predict the weather, we use ensembles of the initial conditions on the ground, in the oceans, and throughout the air to create a kind of ...

There is constant chatter surrounding the promise of generative AI, agentic AI, and – eventually – artificial general intelligence, but the need for the ...

What’s the difference between Meta Platforms and OpenAI? The big one – and perhaps the most important one in the long run – is that when Meta Platforms ...

At some point, when the cloud bills get very high and the AI usage starts going up and up, the enterprise is going to want to ...