The world’s largest and one might argue most important chip foundry is telling Wall Street that its AI-related sales are running ahead of schedule. But ...

For years, Oracle has found itself solidly in the second tier of cloud providers, well behind the top three of Amazon Web ...

It is Oracle OpenWorld CloudWorld AI World this week, so we expect a lot of AI infrastructure announcements from Big Red, ...

Platformization” eventually comes to every high-profile IT space as the number of tools and amount of complexity increases.

If it seems like OpenAI is shaking up the IT market every other day or so, that is because that is precisely what it is doing ...

It is one thing for the market researchers of the world to make prognostications about hardware, software, and services ...

Wide area networks and datacenter interconnects, or DCIs, as we have known them for the past decade or so are nowhere beefy ...

Big Blue may have missed the boat on being one of the big AI model builders, but its IBM Research division has built its own ...

In early 2024, we all had been wondering how OpenAI was going to pay for its $100 billion Stargate datacenter infrastructure project it was rumored to be planning with Microsoft. This was the biggest ...

Of all of the hyperscalers and cloud builders, Meta Platforms has always been the one that we expected to design and have ...