Cisco Systems reported Q4 fiscal 2026 revenues of $17.25 billion, up 17.6% year-over-year, the highest quarterly revenue in company history, driven by AI infrastructure demand. The company's Silicon O…
CoreWeave, a former bitcoin miner turned neocloud, reported Q2 2026 revenue of $2.58 billion, up 2.1X year-over-year, with a net loss of $626 million and $6.41 billion in cash, while amassing a $104.2…
A new analysis by The Next Platform's Timothy Prickett Morgan argues that for critical applications like medical imaging, fully open source AI models such as Nvidia's Nemotron 3 are preferable to clos…
Supermicro reported fiscal Q4 2026 revenue of $10.84 billion for systems, up 92.2% year over year, with AI systems sales reaching $6.69 billion, up 64.2% and comprising 60% of total revenue. CEO Charl…
Nvidia Corp. unveiled Nemotron 3.5 Lightning, an open generative AI model designed for agentic workflows, alongside an open source model library to help organizations select models for each step in an…
Arista Networks reported Q2 2026 revenue of $3.04 billion, up 37.7% year over year, marking its first quarter above $3 billion, driven by AI networking demand across three scaling directions. The comp…
AMD acquired AI inference startup Taalas for an undisclosed sum this week, aiming to bake AI inference directly into its chips. The move follows Nvidia CEO Jensen Huang's GTC 2026 disclosure that GPU …
Google CEO Sundar Pichai announced executive changes across its AI units as the company accelerates investments in AI, while Jeff Dean, a 27-year veteran and co-leader of the Gemini effort, is leaving…
Google's 2025 DORA research found that 90 percent of organizations now use an internal platform, and 76 percent have dedicated platform teams, but these platforms were built for a different era and ar…
AMD expects its datacenter AI accelerator business to grow faster in the second half of 2026 than in the first half, and to accelerate further in 2027, driven by its Helios rackscale systems with MI45…
Microsoft Corp. reported fiscal 2026 fourth-quarter revenue of $90 billion, up 17.7 percent year over year, with net income of $35.77 billion, up 31.3 percent, as the company spent $145.3 billion on c…
IDC raised its AI infrastructure spending forecast for 2026 and beyond, reporting that global spending on AI servers and storage reached $89.7 billion in Q1 2026, up 33.1% from Q1 2025. Arm-based AI s…
AMD is leveraging its rackscale AI system roadmaps to compete for datacenter spending, with CEO Lisa Su unveiling CPU and GPU plans at the Advancing AI 2026 event. The company has regained credibility…
Intel reported its highest growth in server CPUs in fifteen years during the second quarter of 2026, driven by demand for AI host CPUs and agentic AI sandboxes that execute work on CPU clusters. CEO L…
Nvidia is deploying AI agents and its new Arm-based Vera CV100 CPU to accelerate chip engineering, as traditional design processes can no longer keep pace with the complexity of modern semiconductors.…
AMD CEO Lisa Su said AI training compute needs have increased 5X annually since 2020, with inference expected to account for 60% of the AI accelerator market in 2025 versus 40% for training, up from a…
The Department of Energy announced more than $5 billion in federal commitments for the first 278 projects funded by the Genesis Mission, an AI-targeted initiative launched by President Trump in Novemb…
Salience Labs, a startup spun out of Oxford University and the University of Münster, has built an optical circuit switch based entirely on silicon photonics technology that it says can reconfigure po…
Gartner data shows GenAI model spending reached $5.7 billion in 2024, up 320.4% from $1.4 billion in 2023, but hardware investments in datacenters and AI infrastructure are far outpacing model and pla…
Microsoft and AMD announced a partnership to deploy large-scale AI clusters on Azure using AMD's Helios rack design, which includes MI455X GPUs, Venice Epyc 9006 CPUs, Pensando DPUs, and the ROCm soft…