Memory chip makers are running at full capacity and unable to significantly expand production, placing a governor on AI spending growth that will slow the pace of upward revenue revisions seen in rece…
Hewlett Packard Enterprise reported $10.68 billion in revenue for its fiscal second quarter, a 40 percent increase driven by the Juniper Networks acquisition and rising sales of both traditional and A…
Cisco Systems outlined its latest AI infrastructure strategy at Cisco Live 2026, focusing on supporting enterprise customers as they deploy agentic AI and frontier models. The company announced new ne…
Nvidia announced its DSX platform at the Computex conference in Taiwan, extending its AI datacenter software stack to encompass facility management and power grid interfaces. The company, which employ…
Dell reported $43.84 billion in revenue for the first quarter of fiscal 2027, an 87.5 percent year-over-year increase driven by a 2.2X surge in product revenues to $38.11 billion from booming AI serve…
Dell Technologies executives said at Dell Technologies World 2026 that enterprise leaders do not fully grasp the critical role data plays in AI, emphasizing that data and storage are essential for kee…
TeraWulf is converting its Lake Mariner Bitcoin mining site near Buffalo, New York into a 750-megawatt AI and HPC datacenter campus, with construction underway on a 200-megawatt, 330,000-square-foot f…
The Trump Administration announced it will award more than $2 billion to nine quantum computing companies, including $1.375 billion to IBM and GlobalFoundries for quantum foundries, as part of a natio…
Schneider Electric executives predict no more than 10 percent of new AI nodes will adopt 800-volt power by 2030, despite Nvidia pushing the high-voltage architecture for its Kyber rack design targetin…
Oak Ridge National Laboratory is prioritizing the convergence of quantum computing, classical high-performance computing, and artificial intelligence into a unified system stack, according to Tom Beck…
Dell Technologies CEO Michael Dell announced at Dell Technologies World 2026 that the company is ramping up hardware production to meet surging demand for on-premises AI infrastructure, citing a shift…
Cisco Systems reported $15.84 billion in revenue for the third quarter of fiscal 2026, a 12 percent year-over-year increase, driven by sales of merchant silicon and optical transceivers to AI customer…
Cerebras Systems completed its initial public offering on the NASDAQ, raising $5.55 billion by floating 215.23 million shares at $185 each, with shares closing at $311 for a public market capitalizati…
OpenAI, Microsoft, Broadcom, AMD and Nvidia developed a new network protocol called Multipath Reliable Connection (MRC) that scales Ethernet to over 1 million endpoints for AI clusters by increasing t…
Global IT spending is projected to reach $6.32 trillion in 2026, a 13.5% increase from 2025, driven by soaring demand and price hikes for CPU, GPU, and memory components amid shortages. The surge, fue…
AMD has released the MI350P, a PCI-Express version of its Instinct MI350X GPU that is intentionally built with half the components to enable air cooling for on-premise AI inference and small model tra…
Arista Networks raised its 2026 revenue guidance from $11.25 billion to $11.5 billion and its AI-related networking forecast from $3.25 billion to $3.5 billion, driven by growing demand for scale-out …
AMD CEO Lisa Su announced on a Thursday conference call that the company now projects the total addressable market for data center CPUs will reach $120 billion by 2030, doubling its November 2025 fore…
Scientists from IBM, the Cleveland Clinic, and the RIKEN Institute used IBM's 156-qubit Heron quantum processors alongside two classical supercomputers in Japan to simulate a Trypsin protein comprisin…
Microsoft committed to doubling its AI infrastructure capacity within two years, as the company expands its Azure cloud platform to support growing demand for generative AI training and inference work…