Store
Better AI Might Depend On The Data Infrastructure Getting Better First
SPONSORED FEATURE: When it comes to artificial intelligence, it seems nothing succeeds like excess. …
Articles by Timothy Prickett Morgan
Connect
Arista Can Ride AI Up Past $10 Billion In 2026
In many ways, Arista Networks still behaves like a startup even though it was founded twenty years ago, rollout out its first products a little more than a decade and a half ago, went public a decade ago, and now as over 10,000 customers and over 100 million Ethernet ports sold that generated a cumulative $32 billion in revenues for hardware, software, and support. …
Compute
Gordian Knot: Broadcom And TSMC To Cut Intel Into Two?
People are impatient for Intel to get fixed, and have been for many years. …
HPC
The Hidden Cost Of Compromise: Why HPC Still Demands Precision
PARTNER CONTENT: As the technology industry continues its shift towards AI dominance, an important schism is opening up that threatens to impact scientific progress, along with important humanitarian endeavors such as disaster response. …
AI
Cisco Is The Bellwether Of Enterprise AI Adoption
While the hyperscalers and big cloud builders all are racing as fast as they can to build the biggest – and presumably the best – models, or collections of models, to win the AI race and become the Microsoft or Red Hat of commercial-grade models, the acquisition of AI hardware and envelope pushing on AI model architecture is not indicative of the adoption of AI by enterprises. …
Compute
Extended “Blackwell” GPU Ramp Cools Growth At Supermicro
Nvidia may be shipping its “Blackwell” B100, B200, and GB200 compute engines, but not in enough volumes for server maker Supermicro to meet its revenue expectations in the quarter ended in December. …
Connect
Cisco Cuts Network Costs By Welding Nexus Switch To AMD DPU
There are two ways to make a programmable switch that can run network applications and accelerate certain network functions. …
Compute
Intel Datacenter Chief Departs To Run Nokia – Now What?
After only a little more than a year of running Intel’s Data Center and AI group – which is probably about as much fun right now as falling down the stairs – Justin Hotard has departed the chip maker to become the next chief executive officer of Nokia, which interestingly enough has a renewed interest in building cloud networks and making money at that. …
AI
Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments
There is a bit of AI spending one-upmanship going on among the hyperscalers and cloud builders – and now the foundation model builders who are partnering with their new sugar daddies to be able to afford to build vast AI accelerator estates to push the state of the art in model capabilities and intelligence. …
Compute
How Much Money Does Arm Make In The Datacenter?
As we have been saying for quite some time, when it comes to datacenter CPUs, we think that homegrown Arm processors (as well as those made by independents Ampere Computing and Huawei Technologies) will eventually represent at least half of the computing capacity that the hyperscalers and major cloud builders install. …