NVIDIA Has Joined the Ultra Ethernet Consortium
NVIDIA quietly joined the Ultra Ethernet Consortium, signaling that it's growing more enthusiastic about Ethernet for AI networking
September 10, 2024
Microsoft, NVIDIA Bet $1 Billion on Wayve Autonomous Car Software
UK startup Wayve has scored $1.05 billion in Series C funding from SoftBank, NVIDIA, and Microsoft to advance its embodied AI.
May 07, 2024
Why Datacenter Cooling's Turning Liquid
Cloud Tracker Pro
Denser racks and AI clusters are giving off enough heat to warm small cities, but liquid cooling provides a cleaner and cooler alternative
May 07, 2024
Cloud Firms Are Upping Capex, Citing Demand
The top cloud providers say demand is so great for their AI-related services that capex is going through the roof. Investors have questions
May 02, 2024
Is CoreWeave Eyeing an IPO?
Cloud Tracker Pro
CoreWeave's advertising for an investor relations director and SEC expert. Could an IPO be in the works?
April 26, 2024
Databricks' AI Ambitions Revive IPO Chatter
Cloud Tracker Pro
Databricks' large language model DBRX was recently released to general applause. Could it be another step toward IPO?
April 18, 2024
Rubrik IPO Represents Larger Trend
Rubrik, the 11-year-old secondary storage and security cloud provider, is going public in a move that reflects an influx of new blood in the public tech markets
April 17, 2024
Can AI Save Everyone's Bacon?
Cloud Tracker Pro
Both hyperscalers and telcos are saying there's a universal delay in closing orders. But AI could make a difference -- at least for the hyperscalers
April 12, 2024
Google Cloud Next: AI Takes Center Stage
At its Google Cloud Next '24 conference this week, the hyperscaler unveiled a slew of AI infrastructure products and services -- and many AI customer testimonials
April 10, 2024
How Datacenters are Managing the AI Energy Binge
Cloud Tracker Pro
By 2027, AI servers could gobble enough electricity annually to power the entire country of Argentina. Here's how AI datacenters are turning down the heat
April 09, 2024
Astera Labs Blockbuster IPO Reveals Strong AI Market
Astera's IPO dazzled the Street. The company is betting on a big market opportunity but may have to grow big in a short timeframe
April 03, 2024