The latter approach is what has happened as researchers at OpenAI, Microsoft, Broadcom, AMD, and Nvidia took a hard look at ...

Demand for CPU and GPU compute as well as main memory and flash memory were already so high that IT spending in 2026 was ...

Not everybody has a datacenter that supports liquid cooling, and not every company, particularly those with datacenters ...

Jayshree Ullal, Arista’s chief executive officer, explained that opportunity on the call with Wall Street analysts thus: ...

At this point, quantum computing is about making incremental steps on the pathway toward fault tolerance and commercial viability. Error correction needs to be ...

Given the need to reduce the latency between components and to cram more and more circuits into a socket for compute engines ...

In the quarter, Microsoft had $82.89 billion in sales, up 18.3 percent year in year and up 2 percent sequentially. Operating ...

Google might have come late to the cloud game and it might be a distant third compared to Amazon Web Services and Microsoft ...

Amazon had $143.1 billion in cash and equivalents in the bank as it exited Q1 2026, and it can afford to invest heavily in AI ...

It is almost certainly not a coincidence that a networking expert at Google has risen to the top to be put in charge of the infrastructure development at the search engine, advertising, and now AI ...

And that means CPU content per AI system is on the rise at the same time that the number of AI systems (and the aggregate amount of investment in them) is also on the rise. It’s a “double thank you ...