Western Digital has a cracking quarter
Western Digital had another storming quarter, but investors still found enough to sulk about after…
ai-infrastructure
Infineon rides the AI power rush
Infineon is riding the AI data centre racket while investors fret that its margins are…
Corporate server rooms get shoved into the bin
Corporate server rooms are being nudged aside as AI racks, power bills and staffing shortages…
US targets Chinese data-centre kit
Uncle Sam wants to ban Chinese data-centre optical kit before AI warehouses become another Huawei-shaped…
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…