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

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

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

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

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

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

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

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 ...

News and analysis on everything HPC, including tracking vendors of traditional HPC systems that are chasing new markets, plus associated technology ...

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 ...

Here is how you know that GenAI training and GenAI inference are very different computing and networking beasts, and diverging more with each passing day: Google has just forked its Tensor Processing ...