AMD Highlights Solutions for Agentic AI at Conference
AMD's Advancing AI 2026 conference opened with a keynote by CEO Lisa Su stressing new chips, developer solutions, and partnerships for agentic AI.
Google Raises Capex, Wall Street Sells
Google raised its capital spending outlook by billions last night, citing outsized demand. Wall St. isn't buying it.
Datacenter Protests Center on How Facilities Are Built
The grassroots movement against U.S. datacenters is focused on how choices are made and implemented.
Neocloud Infrastructure Trends from the RAISE Summit
The RAISE Summit in Paris was a great place to get an inside view on the the booming AI infrastructure market. Here are some takeaways.
Enterprise AI Profile: Wayfair
Wayfair has a cohesive AI strategy that pairs localized, on-device computing with open standards to capture customer intent while expanding its digital storefront via partnerships with tech giants.
SmartNICs and DPUs: A Market Update
The SmartNIC market is expanding rapidly as they become a key cog in AI infrastructure.
