Microsoft to Double Datacenter Capacity Within Two Years
How – and why – Microsoft will double its datacenter capacity in two years. $MSFT https://t.co/nyRH20FjN9
Google Cloud Matches 2014 Google Size, 25% More Profitable
Google Cloud is now the same size Google itself was a decade ago, and it is 25 percent more profitable. $GOOG https://t.co/6lPID0NAuE
Amazon's Annapurna Labs Generates $20 B Annual Revenue
The Annapurna Labs chip business at Amazon has an annualized revenue run rate of $20 billion. Amazing. $AMZN https://t.co/OyNTQiE8DO
Boardfly and Virgo Boost Google TPU V8 Performance
The Boardfly interconnect topology and Virgo datacenter network make the forthcoming Google TPU 8 AI accelerators do a lot more work that prior TPUs. $GOOG $NVDA https://t.co/4wHUW0f044
First Look: Google’s Sunfish and Zebrafish TPUs
Our first pass deep dive on Google new Sunfish TPU 8t and Zebrafish TPU 8i. $GOOG https://t.co/7LELhFu6Oi
Cerebras Funding Fueled by OpenAI and AWS Hardware Demand
Why does Cerebras need so much money? Because OpenAI, and maybe AWS, needs so much iron. $CRBS $AMZN https://t.co/DMFuVEjgBo
AI and HBM to Power Half of TSMC Revenue
AI compute and networking plus HBM controllers will soon drive a third of TSMC’s revenues. And it won’t be long before it is half. $TSM https://t.co/8qSbTnKWqk
XPO Marks Final Surge Before Co‑Packaged Optics Dominate
Don’t count pluggable optics out just yet in the datacenter. XPO looks like the last hurrah before co-packaged optics takes over. $ANET $NVDA $AVGO https://t.co/HDdUEtWkup
Meta's New AI Models: Unavailable and Closed Source
Two shiny new AI models: One you can’t have and the other you can’t have open source. $META https://t.co/LO4uYysJIT
Meta's MTIA AI Compute Engine Roadmap Unveiled
I finally had time to circle back to the Meta MTIA AI compute engine roadmap. $META $NVDA $GOOG $AMD https://t.co/0K4g5DFB3P
Nvidia's Marvell Stake Hides Deeper Strategic Value
Nvidia’s investment in Marvell could be a lot more interesting than it looks. $NVDA $MRVL https://t.co/4t8pd9Sl2W
Quarterly $125B Server Sales Become New Normal
Selling $125 billion of servers in a quarter is nothing special. It’s the new normal. $DELL $HPE $NVDA $ARM $AMD https://t.co/MRnXrTrjjz
Arm Unveils Its First Full‑scale Datacenter CPU
A deep dive into Arm’s first full-fledged datacenter CPU. $ARM $NVDA $TSMC $AMD $INTC https://t.co/2LhQgo6i3s
Nvidia Unveils 2028 Rosa‑Feynman AI Hardware Roadmap
Nvidia has spiced up its 2028 AI hardware roadmap with reveals about the future Rosa-Feynman systems. $NVDA https://t.co/vLAotJHTKh
Agentic AI Demands Diverse Compute Engines: CPUs, GPUs
Agentic AI will require all kinds of compute engines, including CPUs, GPUs, DPUs, and now LPUs. $NVDA $GOOG $AMD $INTC https://t.co/WVnnc36X2U