Category
Hardware
-
Arm Has Quietly Become One of AI’s Most Important Data Center Companies
Ask most people what’s powering the AI boom and they’ll name a GPU maker. Fair enough, GPUs do the flashy work of training and running models, but every one of those GPU clusters sits behind a CPU that schedules the work, manages memory, and moves data around, and increasingly, that CPU carries an architecture most…
-
AMD Joins the Trillion-Dollar Club
Inside the AI Chip Rally Reshaping the Data Center Race For years, the story of the AI chip boom has had one main character: Nvidia. This week, that story got a second lead. On Monday, September 21, Advanced Micro Devices shares surged more than 9% to a record $613.31, pushing the company’s market capitalization above…
-
Redefining the Edge: Why Nokia’s Strategy Matters to Data Center Operators
While hyperscalers focus on gigawatt-scale facilities, Nokia’s recent partnerships with NVIDIA and Microsoft point to a more distributed future. By pushing AI-RAN workloads and automated data structures to the network edge, the boundary of where AI compute actually executes is permanently changing.
-
Alibaba’s New Chip Lands Days Before Trump and Xi Meet — is that a Coincidence?
Alibaba unveiled the Zhenwu M890, its most powerful in-house AI chip yet, alongside a roadmap to match Nvidia’s annual upgrade cadence timed to land just ahead of a Trump-Xi summit.
-
Micron launches new Memory Module
Micron demonstrated a 512GB DDR5 RDIMM — enabling up to 12TB of memory in a single dual-socket server — with AMD and Intel both actively validating it for next-generation AI infrastructure
-
Frontier AI Model Learned to Hack Like an Expert – alone.
Frontier AI models are becoming capable of sophisticated autonomous cyberattacks, raising a new operational risk for data centres using agentic AI to manage power, security and physical infrastructure.
-
DRAM Buffer Vanishes as HBM4 Eats Capacity
HBM4 is consuming more wafer capacity as AI demand accelerates, pushing DRAM inventories to unusually low levels. For data-centre operators, the squeeze could extend beyond GPUs to server memory and enterprise storage.
-
CoreWeave wins the race to production Nvidia Rubin, beating rivals to the punch.
CoreWeave has moved NVIDIA’s Vera Rubin NVL72 platform beyond the keynote stage, bringing a multi-rack cluster online at production scale and highlighting the infrastructure challenges of deploying next-generation AI systems.