One only need look at the incredible revenues and profits of the datacenter business at Nvidia to know that the world’s biggest compute customers – the ...
OpenAI has entered into a multi-year agreement with AWS valued at approximately US$38 billion, designed to power its next-generation AI infrastructure.
AMD reported third‑quarter numbers that beat Wall Street estimates on both revenue and earnings per share, but the company’s ...
The fact that OpenAI needed $660 billion across five cloud providers to avoid vendor lock-in tells you everything about NVIDIA’s pricing power problem ...
AMD (NASDAQ:AMD) today announced financial results for the third quarter of 2025. Third quarter revenue was a record $9.2 ...
In this critical inflection point of digital infrastructure, quantitative benchmarking, business analysis, and future-forward ...
The rapid growth of generative AI, large language models (LLMs) and increasingly sophisticated on-device and data-centre AI ...
The past eighteen months have seemingly rewritten the economic playbook for digital infrastructure across North America, as ...
Microsoft cloud services were affected by a widespread blackout on Wednesday, Oct. 29. The outage follows a similar incident ...
G42, the UAE's AI and cloud company, also reflected on Microsoft's announcement. Peng Xiao, head of G42, said the deal would help build enduring value for “not just the UAE, but for a more ...
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According to research by Cast AI, AI chip prices are approaching a tipping point. After several years of steady increases, we ...