You can really see how the GenAI boom, which is driving datacenter construction spending increases in the United States, ...
Cisco Networks, through its Outshift R&D and incubator unit, has for several years been piecing together the network ...
With the Maia 200, the I/O portion of the chip implemented 28 Ethernet ports running at 400 Gb/sec for a total of 2.8 TB/sec ...
What is clear is that Nvidia can – and does – charge a hefty premium for its NVSwitch and NVLink ports, which offer ...
It is impossible to miss the impact that the rapid adoption of AI continues to have on the datacenter infrastructure space ...
The server market is exploding thanks to the GenAI boom, and the Ethernet switch and router markets are finally starting to respond in sympathy with good growth. But don’t get too excited. It probably ...
A lot of advancements are being made in quantum computing that move beyond the basics of quantum processors (QPUs) and hardware fundamentals. Companies are expanding out into the architectural realm, ...
In its latest quarter, Oracle set record revenue levels and, importantly for the first time in its five decade history, its first quarter of one fiscal year was larger than the fourth quarter of the ...
Back in March, when looking out into the future of the custom XPU and networking ASIC chips as well as the other chippery that Broadcom sells that goes into AI clusters, I posited that Broadcom, more ...
Nvidia co-founder and chief executive officer Jensen Huang was among hundreds of executives with other tech companies who in July signed an open letter about why open source AI and, particularly open ...
As the financial results have come out from the major suppliers of server components, we are getting a sense – finally – of how much larger demand is than supply. And in Nvidia’s discussion of its ...
Everybody has been expecting for Cerebras Systems, one of the second-generation of AI hardware startups that has been trying very hard to compete with Nvidia on AI compute for years, to launch its ...