VDURA has released an AMD reference architecture that works with its parallel file system and storage for HPC/AI workloads .
A $17.4B contract with Microsoft kicks off what looks like an aggressive growth push from Nebius.
Oracle's latest quarterly report had investors fawning with congratulations over a backlog of contracts. Now it must deliver.
Some hyperscalers have shifted well beyond total reliance on NVIDIA with chips that are powering their AI infra services.
Hyperscalers are building big, but that doesn't yet show in their footprint statistics, and it may not for a while.
Arista's hyperscaler gains show that Ethernet can scale for AI .
For HPE's networking ambitions, the Juniper merger can't happen fast enough.
NVIDIA posts another strong quarter, though investors are greedy for more.
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