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Moor Insights & Strategy

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// recent coverage 27 mentions

13:00
2026-09-15
spectrum.ieee.org
artificial-intelligence

The AI Inference Revolution Is Here

AI inference has become the dominant focus of the AI industry in 2026, with Nvidia CEO Jensen Huang calling it the "inflection point of inference" at the company's GTC 2026 conference, according to Mo…

14:30
2026-08-31
datacenterknowledge.com
ai-infrastructure

Nvidia, MediaTek Bring Custom Chips to AI Racks

Nvidia is opening its rack-scale AI infrastructure to custom accelerators from hyperscalers and other AI developers, expanding its NVLink technology beyond its own processors. The expanded partnership…

13:00
2026-08-16
spectrum.ieee.org
artificial-intelligence

The CPU Comeback Is Upon Us

Amazon Web Services (AWS) has instructed its engineers to conserve CPU cycles at all costs as AI workloads, particularly agentic AI systems, strain its cloud infrastructure and cause wait times for CP…

10:00
2026-08-02
fastcompany.com
artificial-intelligence

Palantir earnings will test the real shape of enterprise AI

Palantir Technologies Inc. is set to report earnings on August 3, with the market focused on whether its growth justifies one of software's richest valuations, after the company posted a 85% year-over…

18:31
2026-07-28
datacenterknowledge.com
ai-infrastructure

Core Scientific Doubles AI Capacity to 1.1 GW in $14B AMD Deal

Core Scientific doubled its leased AI data center capacity to approximately 1.1 GW after signing a 15-year infrastructure agreement with AMD covering 530 MW across five campuses and representing more …

01:42
2026-07-28
csoonline.com
ai-products

Samsung’s AI-powered glasses could be looking at your data

Samsung has entered the AI-powered glasses market alongside Apple, Google, and Meta, prompting CISOs and IT leaders to consider enterprise restrictions due to data leakage and compliance risks, though…

15:26
2026-07-21
cio.com
artificial-intelligence

Certinia acquires AI services company Moonnox

Certinia, an AI-powered professional services automation provider, has acquired Moonnox, an AI-native automation platform, to extend its system of action Veda with a new suite of AI agents that automa…

01:17
2026-07-17
networkworld.com
ai-infrastructure

New York State just hit pause on the AI data center boom

New York Governor Kathy Hochul signed an executive order imposing the nation's first moratorium on new hyperscale data centers for up to one year, halting environmental permits while the state develop…

11:19
2026-07-16
datacenterknowledge.com
ai-chips

TSMC Expands Arizona Campus to $265B as AI Demand Surges

Taiwan Semiconductor Manufacturing Co. (TSMC) plans to invest an additional $100 billion in its Arizona campus, bringing total planned U.S. investment to $265 billion, as surging AI demand drove recor…

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