AI growth is about to hit a (memory) wall
AI chip and infrastructure orders continue to flood in But memory bandwidth could be a limiting factoring in putting all that new compute power to efficient use Tools can help improve available memory bandwidth, but there’s no cure all yet...
Investors to CoreWeave: Slow down!
Investors reacted poorly to CoreWeave’s first earnings report since its IPO The company posted massive revenue growth and unveiled a new $4 billion deal with OpenAI but also plans to spend a hefty sum on capex Analyst Jack Gold said...
AI just got a lot more expensive for U.S. companies
One key component seems to have escaped Trump’s new tariffs But other countries could hit back It all seems like bad news for continued cloud and AI deployments in the U.S., analysts said Buried in the fine print of President...
Vultr’s AMD deal boosts accelerator diversity in the data center
Vultr is the latest data center operator to add support for AMD’s MI300X accelerators Cloud providers across the board are looking to expand their GPU diversity Hyperscalers are poised to challenge traditional chip players with their in-house silicon Nvidia may...
AI investors want to own their own compute power
Private equity companies investing in AI are looking to secure compute power Governments are also looking to do the same to ensure domestic AI startups have what they need for growth Investments and grants could use compute power as currency...
Data center operators want to run chips at higher temps. Here’s why.
Higher-power chips are generating more heat, increasing cooling needs Data center operators want chip designers to let them run chips at higher temperatures to balance sustainability needs The ecosystem conversation is slowly evolving to prioritize not just performance but also...