NVIDIA Earnings Takeaways: Numbers Are Good, But Investors Hit Pause

NVIDIA management talks up AI infra opportunities in the trillions of dollars

By: R. Scott Raynovich

August 28, 2025

Read More  »

What to Watch in NVIDIA's Earnings: Blackwell, China, and Margins

All eyes are on NVIDIA, the epicenter of the AI boom, as it reports earnings today

By: R. Scott Raynovich

August 27, 2025

Read More  »

Why We Don't Believe MIT NANDA's Weird AI Study

An enterprise AI study from MIT's NANDA went viral—but there's not a lot of data behind it

By: R. Scott Raynovich

August 26, 2025

Read More  »

What's Up With Crusoe's Atero Acquisition?

Cloud Tracker Pro

Crusoe's headlines are dominated by datacenter buildouts, but the company reminds us it's still a cloud technologist too

By: Craig Matsumoto

August 26, 2025

Read More  »

Can the USA Save Intel?

The U.S. Government is taking an $8.9 billion equity stake in Intel. Will that be enough to energize the company's Foundry Services?

By: Mary Jander

August 26, 2025

Read More  »

TensorWave Is Poised to Be AMD's Loudest Advocate

The neocloud TensorWave offers AMD GPUs exclusively, making it unique among clouds in general. With an 8,192-GPU cluster operating in Arizona and recent receipt of new MI355X GPUs, it's ready to put its thesis to the test

By: Craig Matsumoto

August 21, 2025

Read More  »

What's Next for CoreWeave?

Cloud Tracker Pro

The AI datacenter provider has become and investment darling, but debt is piling up

By: Mary Jander

August 20, 2025

Read More  »

Are Hyperscalers Spending Too Much on Datacenters?

Cloud Tracker Pro

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

Read More  »

How the Co-op Group UK Makes AI Work

The Co-op Group Ltd. in the UK has taken a measured approach to AI, introducing applications for which there is a demonstrable internal or external customer need.

By: Mary Jander

August 14, 2025

Read More  »