VDURA Shows Off AI Data Functionality in AMD Blueprint
VDURA has released an AMD reference architecture that works with its parallel file system and storage for HPC/AI workloads .
Nebius' Monster Microsoft Deal Fuels Further Expansion
A $17.4B contract with Microsoft kicks off what looks like an aggressive growth push from Nebius.
Oracle Shocks Wall Street
Oracle's latest quarterly report had investors fawning with congratulations over a backlog of contracts. Now it must deliver.
How the Hyperscalers Are Moving Beyond NVIDIA
Some hyperscalers have shifted well beyond total reliance on NVIDIA with chips that are powering their AI infra services.
What's the Status of Hyperscaler Infrastructure?
Hyperscalers are building big, but that doesn't yet show in their footprint statistics, and it may not for a while.
What's Up with Snowflake?
A CEO change and a measured approach to earnings guidance caused a market backlash. Was that fair?.
