Tag: microsoft

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AI Dominates The Microsoft Conversation, But Not The Company’s Business

July 31, 2026

GenAI Hardware Investments Are Way Ahead Of Model And Platform Revenues

July 21, 2026

Microsoft Taps AMD For At Scale AI CPU And GPU Clusters

July 20, 2026

OpenAI, Microsoft And Friends Build A Better, More Scalable Ethernet

May 12, 2026

Microsoft Committed To Doubling AI Infrastructure In Two Years

May 4, 2026

Microsoft And OpenAI Remain Friends, Are Looking To Hook Up With Others

April 28, 2026

Custom Compute Engine Biz Growing More Than Marvell Ever Hoped

March 6, 2026

Microsoft Is More Dependent On OpenAI Than The Converse

January 30, 2026

Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines

January 28, 2026

Microsoft: Getting Margins From AI Means Sometimes Saying No

Indian woman sitting outside, saying no with her hands during a laptop video call.

Microsoft And Corintis Champion Microfluidics Cooling Pioneered By IBM

Nvidia And Hyperscaler Friends Do Massive AI Deals In The UK

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Marvell’s Custom XPU Pipeline Is A Declaration Of AI Independence

September 3, 2025

It Is Very Hard To Catch AWS On The Clouds

August 19, 2025

Phones with Nvidia and CoreWeave logos held over a bright green tech-themed background.

To Beat Neocloud Rivals To OpenAI, CoreWeave Spends Like Crazy

August 16, 2025

AI Embiggens The Big Clouds, Especially Microsoft

August 1, 2025

Marvell Is Saved By The AI Boom, But Every Deal Is Tough

June 2, 2025

AI Steady, Cloud Accelerating Gives Microsoft A Big Datacenter Boost

May 1, 2025

What A Tangled OpenAI Web We CoreWeave

March 11, 2025

AWS Cat Qubits Make Quantum Error Correction Effective, Affordable

February 27, 2025

With Majorana, Microsoft Says Quantum Is Years, Not Decades, Away

February 20, 2025

The Road Ahead For Datacenter Compute Engines: The CPUs

January 30, 2025

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Azure Can’t Make Up For On Premises Profit Decline At Microsoft

January 30, 2025

OpenAI Declares Its Hardware Independence (Sort Of) With Stargate Project

January 22, 2025

Anthropic And OpenAI Show Why Musk Should Build A Cloud

November 25, 2024

3D humanoid robot observing an illuminated stock market ticker board

You Are Paying The Clouds To Build Better AI Than They Will Rent You

November 5, 2024

AI Powerhouses Choose The Nuclear Option

September 20, 2024

Businessperson’s hand holding a glowing digital dollar symbol with stock charts overlay

The Sugar Daddy Boomerang Effect: How AI Investments Puff Up The Clouds

August 12, 2024

AI Accelerates Cloud Revenues As Well As Cloud Investments

May 6, 2024

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How To Make More Money Renting A GPU Than Nvidia Makes Selling It

May 2, 2024

Mixed Results For The Datacenter Thundering Thirteen In Q4

April 9, 2024

Microsoft Stargate: The Next AI Platform Will Be An Entire Cloud Region

April 1, 2024

Hyperscalers Bringing Nvidia’s Grace-Blackwell Superchip To Their Clouds

March 21, 2024

Laptop screen showing AWS, Google Cloud, and Microsoft Azure browser tabs

A Tale Of Three Cloud Builders, All Seeking Dominance

February 5, 2024

Combining AI With HPC To Find Better Battery Designs

January 12, 2024

Datacenter Infrastructure Report Card, Q3 2023

December 18, 2023

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Microsoft Holds Chip Makers’ Feet To The Fire With Homegrown CPU And AI Chips

November 15, 2023

OpenAI To Join The Custom AI Chip Club?

October 6, 2023

Ethernet Consortium Shoots For 1 Million Node Clusters That Beat InfiniBand

July 20, 2023

Chiplet Cloud Can Bring The Cost Of LLMs Way Down

July 12, 2023

Lining Up The “El Capitan” Supercomputer Against The AI Upstarts

July 10, 2023

The Big Clouds Get First Dibs On AMD “Genoa” Chips

June 16, 2023

Cerebras Smashes AI Wide Open, Countering Hypocrites

March 29, 2023

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