AI Infrastructure
Memory Milestones: 256GB DDR5 and the Rising AI Tax
·583 words·3 mins
Memory
DDR5
AI Infrastructure
SK Hynix
G.Skill
Maxsun
Micron Warns Memory Shortage Will Persist Despite Expansion
·483 words·3 mins
Micron
Memory
DRAM
HBM
AI Infrastructure
Semiconductors
Global Server Market Hits $112.4B as AI Demand Surges
·484 words·3 mins
Servers
Data Centers
AI Infrastructure
Cloud Computing
Market Analysis
NVIDIA Clarifies GPU Monitoring Software and Rejects Tracking Claims
·645 words·4 mins
NVIDIA
GPU
Data Center
AI Infrastructure
Security
Monitoring
HPE Launches 102.4T AI Switch and 1.6T Edge Router After Juniper Integration
·531 words·3 mins
HPE
Juniper Networks
Data Center
AI Infrastructure
Marvell’s $3.25B Bet: Acquiring Celestial AI
·571 words·3 mins
Marvell
M&A
Celestial AI
AI Infrastructure
OpenAI and Broadcom Partner on Custom AI Chips, Sending Broadcom Shares Soaring
·882 words·5 mins
OpenAI
Broadcom
AI Chips
Semiconductors
Sam Altman
Custom Silicon
AI Infrastructure
Microsoft Partners with Nebius in $17.4B AI Infrastructure Mega-Deal
·503 words·3 mins
Microsoft
Nebius
AI Infrastructure
Cloud Computing
GPUs
Cisco, NVIDIA, and VAST Launch Enterprise-Grade Agentic AI Factory
·623 words·3 mins
Cisco
NVIDIA
VAST Data
Agentic AI
AI Infrastructure
RAG Acceleration
Inside Meta’s DSF: Multi-Vendor Silicon Powering AI Networks
·543 words·3 mins
AI Infrastructure
Data Center Networking
Meta
Ethernet Fabrics