Neoclouds CoreWeave and Nebius have secured massive hyperscaler commitments totaling over $145 billion, but their growth is funded by circular financing involving Nvidia equity and GPU-backed debt, ra…
Nvidia is focusing on improving 'tokens per watt' as hyperscalers shift from building AI infrastructure to monetizing it, with offload engines designed to reduce GPU underutilization caused by memory …
The state of AI networking in 2026, emphasizing that momentum in the field tends to persist. It explores trends and technologies shaping AI infrastructure and connectivity.…
Micron Technology's stock surged over 900% since August 2025, adding more than $1 trillion to its market capitalization amid a severe AI-driven memory shortage. The memory market is projected to excee…