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…
Google Quantum AI researchers led by Volodymyr Sivak reported this month that reinforcement learning can enable quantum systems to run longer by improving error correction, building on a December 2024…
Marvell Technology announced its Teralynx T100 switch ASIC, a monolithic 100.4 Tb/sec chip built on TSMC's 3nm process with 512 200 Gb/sec SerDes, offering 25% lower power consumption than chiplet-bas…
AI chips now account for roughly one-third of Taiwan Semiconductor Manufacturing Co.'s (TSMC) total revenue, CEO CC Wei said during an earnings call, as the foundry announced an additional $100 billio…
Nvidia's Kevin Deierling and Everpure's Shawn Rosemarin argue that the primary obstacle to enterprise AI production is not compute power but unrefined data, coining the term "AI-ready data" as a durab…
Ethernet switch sales surged 39.8% to $15.36 billion in Q1 2026, outpacing the overall server market's 30.4% growth, driven by AI infrastructure demand. Datacenter Ethernet switch revenue rose 61% to …
Three high-performance computing experts—Jack Dongarra, Torsten Hoefler, and Satoshi Matsuoka—are questioning the necessity of GPUs in AI and scientific computing in a forthcoming paper, prompted by t…
AMD, Broadcom, Meta, Microsoft, Nvidia, and OpenAI formed the Optical Compute Interconnect Multi-Source Agreement to standardize co-packaged optics for AI scale-up networks, settling on a slow-and-wid…
AMD acquired MEXT, a startup that extends DRAM main memory to flash storage, to address soaring DRAM prices driven by GenAI demand. DRAM now accounts for up to 90% of server costs, with prices rising …
Hewlett Packard Enterprise (HPE) announced upgraded high-performance computing (HPC) hardware and software focused on security, data sovereignty, and multi-tenancy at the ISC High Performance 2026 con…
Hewlett Packard Enterprise (HPE) built an AI-first support platform on premises using its GreenLake Intelligence and Private Cloud AI with Nvidia, cutting token costs by over 30 times and saving nearl…
Everpure CTO Rob Lee placed Nvidia at the center of the vendor's AI strategy during the Accelerate Conference in Las Vegas, citing a shift from traditional HPC to accelerated computing. The company un…