AI Chip China Access Tax Has Pros and Cons
The U.S. Government says NVIDIA and AMD can be licensed to sell dumbed-down chips in China in return for a 15% cut of the revenues. But where that cut will come from is a question.
WhiteFiber Preps Its Neocloud IPO
WhiteFiber is ready to go public, and like CoreWeave and Crusoe, it's a neocloud that's putting heavy emphasis on real estate development and datacenters.
Oxide Scores $100M for On-Prem Cloud-Computing Rack
Oxide Computer Company has scored $100 million in Series B funding to continue development of its on-premises rack, aimed as an alternative to public cloud services .
NSS Labs Launches Managed Cybersecurity Test Platform
NSS Labs has launched Minion, an independent test platform for cybersecurity products that eliminates the time, expertise, expense, and credibility gaps associated with in-house testing.
CTP: The AI Infra Boom Continues, But What's Next?
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.
What's Up with Snowflake?
A CEO change and a measured approach to earnings guidance caused a market backlash. Was that fair?.
