Unsurprisingly, the main topic of conversation at the recent Dell Technologies World 2025 event in Las Vegas was AI, and a central theme that wove through many of the messages we heard there was that adopting the emerging technology is much easier now than it was even a year ago. …
When you drive around the major metropolitan areas of this great country of ours, and indeed in any most of the developed countries at this point, you see two things. One is giant warehouses the size of airplane hangars with zillions of loading bays evenly spaced along the outside. These …
Hewlett Packard Enterprise is going through yet another restructuring to reduce costs, something we have seen a lot of in the past two decades and a half decades since it acquired Compaq to become a volume server peddler as well as high end system supplier for enterprises. But this time …
While it has always been true that flatter networks and faster networks are possible with every speed bump on the Ethernet roadmap, the scale of networks has kept growing fast enough that the switch ASIC makers and the switch makers have been able to make it up in volume and …
SPONSORED POST: When you have got disparate data flowing in from every corner of your business, making sense of it all and making it work harder for you isn’t always easy. That’s where Google Cloud BigQuery can help. It’s more than just a data warehouse; it’s a foundation for smarter …
Marvell Technology made some big bets about delivering chip packaging and I/O technologies to the hyperscalers and cloud builders of the world who want to design their own ASICs but who do not have the expertise to get those designs across the finish line into products. And this has absolutely …
“No.” That’s probably a word that Jensen Huang, co-founder and chief executive officer of Nvidia, doesn’t hear a lot. But this is, in fact, the word from up on high – President Donald Trump, to be precise – about Nvidia being able to sell even tremendously crippled GPU accelerators into …
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Back in February, Dell, the world’s largest server maker, told Wall Street that it was planning on selling and delivering $15 billion in AI servers in its fiscal 2026, when will end in early November. Sales were a little more tepid than we and many on Wall Street had expected …
Pendulums are always swinging back and forth in the datacenter, with functions being offloaded from one thing and onloaded to another cheaper thing that is often more flexible or faster. So it is with network functions that were originally in distinct devices, then pulled onto CPUs during the software-defined networking …
It is a pretty bold claim for anyone to call themselves the creator of the operating system for AI. Many have done it, but because of the architectural focus shifting away from raw compute and towards sophisticated data – something more than just storage – only one or two are …
Sponsored Post: The 2025 AI Infra Summit will bring some of the brightest minds in AI and its supporting infrastructure to Santa Clara on September 9-11 this year. Previously known as the AI Hardware & Edge Summit, the event has been rebranded to reflect its coverage of the full infrastructure stack. …
All things being equal, you probably would not build a 5 gigawatt datacenter on Earth in the desert near the equator. But that is where a lot of salt domes built up under the ground, thereby entrapping that black gold we call oil, which in a modern economy is converted …
Here is how you know you are in a tough business: No matter what you do, no matter how hard your people work and how smart they are, no matter that you are riding the wild tiger of AI growth and revenues have grown marvelously, you can’t make any money. …
Everybody has been waiting to see the AI spike at Cisco Systems, and it just happened in its most current quarter. Cisco has been telling Wall Street for the past two quarters that it expected to sell at least $1 billion in AI equipment in fiscal 2025, which ends in …
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 Microsoft as well as Tier 2 cloud service providers, with powerful – and expensive – accelerators and massive large language …
There are many reasons why Nvidia is the hardware juggernaut of the AI revolution, and one of them, without question, is the NVLink memory sharing port that started out on its “Pascal” P100 GOU accelerators way back in 2016. And now, after nearly a decade in the field and with …
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