The world’s largest and one might argue most important chip foundry is telling Wall Street that its AI-related sales are running ahead of schedule. But ...

For years, Oracle has found itself solidly in the second tier of cloud providers, well behind the top three of Amazon Web ...

It is Oracle OpenWorld CloudWorld AI World this week, so we expect a lot of AI infrastructure announcements from Big Red, ...

Platformization” eventually comes to every high-profile IT space as the number of tools and amount of complexity increases.

If it seems like OpenAI is shaking up the IT market every other day or so, that is because that is precisely what it is doing ...

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 ...

Wide area networks and datacenter interconnects, or DCIs, as we have known them for the past decade or so are nowhere beefy ...

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 ...

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

There is constant chatter surrounding the promise of generative AI, agentic AI, and – eventually – artificial general intelligence, but the need for the massive, expensive, high-density compute and ...

It is a now well-known fact in the datacenters of the world, which are trying to cram ten pounds of power usage into a five pound bit barn bag, that liquid cooling is an absolute necessity for the ...