First, the optical announcement: Cisco has worked with NVIDIA on an Ultra-Dense Small Form-Factor Pluggable (USFP), a ...

(Editor's Note: This is a special free preview of the analysis available to Cloud Tracker Pro subscribers, including access to our series of databases, including the Enterprise AI Index, which tracks ...

In a landmark announcement with NVIDIA, major Wall St. finance companies this week have officially securitized the AI hype with some new financing initiatives. But investors should be wary when Wall ...

As you may have read, artificial intelligence is changing the needs and architectures of networking infrastructure. As AI workloads evolve from centralized model training toward distributed inference ...

NVIDIA is investing up to $3 billion in Lancium, a power infrastructure and orchestration company and a pioneer developer in the Stargate anchor site in Abilene, Texas, in a move that spotlights the ...

AMD has joined up with Supermicro and Spectro Cloud to offer a system that enables developers using coding assistants for AI workloads to control the model assets they use, trimming token costs and ...

Telecom companies are legendary for falling behind technology trends. They largely missed out on the booms in cloud and datacenters, and their investments in 5G failed to live up to its hype. When it ...

Last week I had a nice trip to Paris for the RAISE Summit, which highlighted the booming AI infrastructure market, drawing 9,000 attendees to discuss enterprise AI, coding tools, and the evolving ...

Smart network interface cards (SmartNICs) have become essential building blocks in networking for AI. Alongside their more advanced versions, known as data processing units (DPUs), these devices ...

NVIDIA shares tumbled on recent news that the vendor will guarantee the sale of GPU capacity for selected AI cloud providers (aka neoclouds) over several years. In return, NVIDIA will share in ...

It’s being called the Fourth Industrial Revolution—the age of AI. And for many enterprises, it’s well underway. Companies worldwide have been hard at work on inference related to the ever-evolving ...

(Editor's Note: This profile is an example of the analysis available to Cloud Tracker Pro subscribers, including access to our series of databases, including the Enterprise AI Index, which tracks 100s ...