Are Hyperscalers Spending Too Much on Datacenters?

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The leading cloud providers have dramatically increased capex with an eye toward AI infrastructure in the form of datacenters. Will it weigh on their future fortunes?

By: Mary Jander

August 19, 2025

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Cisco Produces Growth in AI, But Will it Decelerate?

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Cisco shares are down on solid, if unspectacular results

By: R. Scott Raynovich

August 14, 2025

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CTP: The AI Infra Boom Continues, But What's Next?

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Hyperscalers are throwing billions of dollars into building AI infrastructure. Will all the AI infra demand meet supply? We dive into the data in our latest CTP Update report

By: Mary Jander

July 31, 2025

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Will Enterprises Struggle to Soak Up the AI Boom?

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AI suppliers are focusing on major buildouts, but enterprises are having trouble keeping up

By: Mary Jander

July 29, 2025

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The AI Datacenter Boom Continues to Build

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Recent news involving Google, Meta, President Trump, and the State of Pennsylvania show the trend toward massive AI datacenter funding in the U.S.

By: Mary Jander

July 16, 2025

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Who Is Oracle's $30 Billion Mystery Customer?

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Here are some candidates for Oracle's $30 billion customer, though it may take two years for the money to show

By: Mary Jander

July 02, 2025

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Who Will Win the "Scale Up" Challenge?

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A range of technologies are bidding for the market to interconnect XPUs to operate as a single entity, to create so-called scale-up architecture for AI pods

By: Mary Jander

June 09, 2025

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NVIDIA Faces Tough Challenge on China

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NVIDIA's Jensen Huang makes convincing arguments for staying in the Chinese market despite U.S. export restrictions. Now he must make his case clearer to the government

By: Mary Jander

June 02, 2025

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UALink Offers Fresh Options for AI Networking

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The UALink Consortium has published its first specification with the aim to offer an open-source alternative to NVLink and to offer support for GPUs besides NVIDIA's

By: Mary Jander

April 21, 2025

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