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

Big Blue may have missed the boat on being one of the big AI model builders, but its IBM Research division has built its own ...

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

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

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

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 ...

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

Wide area networks and datacenter interconnects, or DCIs, as we have known them for the past decade or so are nowhere beefy enough or fast enough to take on the job of scaling AI training workloads ...

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 ...