What's Not to Love about CoreWeave?
CoreWeave's IPO ignited tense hand-wringing over the neocloud business model, but investors have happily driven stock surges for both it and Nebius.
Cisco Doubles Down on NVIDIA AI, Portfolio Integration
As the new Chief Product Officer, Jeetu Patel is putting his imprint on the networking giant as Cisco emphasizes new integrations and partnerships. .
Who Will Win the "Scale Up" Challenge?
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.
Broadcom Chip Advances Ethernet for AI
Broadcom's Tomahawk 6 doubles the switch capacity of its predecessors while supporting Ethernet for "scale up" as well as "scale out" in a swipe at NVIDIA.
MCP Gets Ready for the Real World
The MCP protocol has captured developers' attention. Here's what it needs in order to enable AI automation on a grander scale.
Markets Spooked By Microsoft AI Demand Questions
HPE Looks Likely to Lose Its Juniper Deal
A misstep with the DOJ could have cost HPE its bid for Juniper Networks.
