A couple weeks ago, IBM CEO Arvind Krishna raised some eyebrows during a Decoder podcast in which he said there’s “no way” hyperscalers will turn a profit at the current …
AI Infrastructure Newsletter
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Today Marvell Technology was named the “Bull of the Day” by Zacks Equity Research, highlighting the company’s strength in the AI and data center markets.
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More and more about AI factories is appearing in the news, such as the announcement around Amazon’s AWS AI factory, touted as dedicated AWS AI infrastructure for enterprises, replete with …
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When Google, Microsoft, and Amazon, in the span of one week, pledge nearly $52 billion to India, one has to wonder, “what’s going on here?”
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Right now, in orbit, the Starcloud-1 satellite is running and querying responses from Google LLM Gemma. Equipped with a Nvidia H100 GPU, the satellite is getting us one step closer …
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There was a compelling post by Guy Massey, director of global service delivery for CommScope, which included a “cooling roadmap” and accompanying analysis that garnered hundreds of comments from experts …
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A coalition of 200 environmental groups yesterday signed a public letter to Congress asking for a moratorium on new data centers in the U.S.
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In one of IBM’s largest acquisitions since its $34 billion purchase of Red Hat in 2019, IBM this morning boosted its cloud computing strategy with an $11 billion acquisition of …
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With the only U.S.-based memory supplier, Micron, going all-in on the lucrative AI HBM race, what impact will it have on consumer-facing products like smartphones and PCs? It’s the latest …
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Now that we’ve wrapped up the RCRTech AI Infrastructure Forum, it is time to summarize some of the compelling conversations and panel discussions we had with the industry’s leading companies …