US targets Chinese data-centre kit
Uncle Sam wants to ban Chinese data-centre optical kit before AI warehouses become another Huawei-shaped…
ai-infrastructure
AI boom hits supply-chain wall
AI infrastructure has stopped being a chip beauty contest and turned into a supply-chain knife…
Amazon’s cloud cash machine roars again
Amazon’s cloud arm is growing fast enough for investors to tolerate another gigantic data centre…
Microsoft bets on both sides of the AI rack war
Software King of the World, Microsoft will deploy rack-scale AI systems from both AMD and…
US bans robot imports
The US government has decided foreign robots are too risky and added foreign-made advanced robots…
IBM lowers growth forecast after mainframe wobble
Big Blue told investors that full-year revenue growth will be lower than previously forecast. The…
Nvidia Vera targets agent workloads
Nvidia says its Vera CPU is built to stop agentic AI from turning server CPUs…
Azure gives AMD Helios a real test
Software King of the World Microsoft has turned AMD’s Helios rack from slideware into something…
Nvidia buying its own pipes
Nvidia is building an escape route from hyperscaler control with dark fibre, AI factories and…
Oracle faces $7 billion power snag
Oracle’s Wisconsin data centre plans have hit a $7 billion collateral wall, just as its…