The DeepSeek Deep Dive: What Experts Are Saying

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The DeepSeek impact on the AI industry was real, but its many nuances will take months to figure out

By: R. Scott Raynovich

January 30, 2025

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Why DeepSeek's Rise Could Be Temporary

Chinese startup DeepSeek has produced watershed AI, but don't underestimate the ability of the West to catch up

By: Mary Jander

January 27, 2025

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Stargate Has Been Announced. Here Are Our Questions ...

Project Stargate is an ambitious, $500-billion project to create U.S. AI infrastructure. But what's involved to get it running?

By: Mary Jander

January 22, 2025

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Q4 2024 Capex: A Look at Hyperscalers and Telcos

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As AI deployment accelerates, cloud hyperscalers project greater spending on AI datacenters, while third-party services grow and telcos lag in capital spending

By: Mary Jander

January 22, 2025

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Q&A: Donald Thompson, Distinguished Engineer, LinkedIn

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A Distinguished Engineer in charge of AI at LinkedIn shares his insights into the progress of AI and its challenges

By: Mary Jander

January 22, 2025

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X Server Win Demonstrates HPE's AI Potential

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HPE's recent $1 billion win with Elon Musk's X shows where its focus needs to be. Will the Juniper deal distract from that?

By: Mary Jander

January 16, 2025

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AI Storage Play DDN Scores $300 Million in Funding

DDN scores $300 million from Blackstone on a $5 billion valuation, energizing the HPC company's shift to enterprise focus

By: Mary Jander

January 13, 2025

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How AMD Is Gaining Ground Against NVIDIA

AMD may remain a distant second to NVIDIA in the GPU market, but it's building its share strategically

By: Mary Jander

January 09, 2025

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Can Telco "AI Factories" Succeed?

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Telcos are slowly rolling out datacenters to support new AI services. But can these efforts succeed?

By: Mary Jander

January 06, 2025

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Why NVIDIA's Acquisition of Run:ai Is a Great Move

NVIDIA's laid hold of a crucial technology at a time when demand is rising for control of GPU resources

By: Mary Jander

December 30, 2024

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