News/Analysis IBM Could Be Saving Confluent's Bacon IBM's acquisition of data streaming and Kafka vendor Confluent could help IBM advance in the market while getting Confluent out of stock market malaise. By: Mary Jander December 08, 2025 Read More »
News/Analysis Marvell Bets Big on Optical (Again) The $3.25B acquisition of Celestial AI aids datacenter networking but also boosts Marvell's ASIC ambitions. By: Craig Matsumoto December 04, 2025 Read More »
News/Analysis AWS Challenges GPUs with Trainium3 AWS has released Trainium3, its latest XPU, with substantial improvements over its predecessor and plans for future NVIDIA integration. By: Mary Jander December 03, 2025 Read More »
Premium Research Cloud Tracker Pro AWS Banks on Innovations to Boost New AI Models, Services AWS' rollout of new Nova models and services highlights innovations that streamline model and agent creation—and that it hopes will catapult Nova in the AI market. By: Mary Jander December 02, 2025 Read More »
News/Analysis AWS and Google Launch Mutual Connectivity Service AWS and Google are expanding their multicloud support, which could threaten smaller players. By: Mary Jander December 01, 2025 Read More »
News/Analysis NVIDIA Invests $2B and Partners with Synopsys After Intel and Nokia, NVIDIA buys a block of Synopsys, forging a partnership to further GPU-accelerated engineering. By: Craig Matsumoto December 01, 2025 Read More »
Premium Research Cloud Tracker Pro Microsoft Rethinks RAG for an Agentic AI World Microsoft's Foundry IQ brings new context richness to the RAG process, which spells trouble for vector databases and RAG as a service. By: Craig Matsumoto November 26, 2025 Read More »
Premium Research Cloud Tracker Pro Enterprise AI Profile: Ford Accelerates Product Design and Safety with AI Ford Motor Company is accelerating its pace in the competitive automotive sphere by reducing the time required for engineering simulations and design testing.. By: Juliet Raynovich November 20, 2025 Read More »
News/Analysis NVIDIA Slams AI Bubble Talk, Market Talks Back NVIDIA wowed Wall St. with earnings beat (for awhile at least) but still faces questions about the potential for an AI market bubble. By: Mary Jander November 20, 2025 Read More »
News/Analysis VAST Data's Empire Expands to Google & Microsoft VAST Data scores wins with Google, Microsoft, and TACC, and some large enterprises have onboarded quickly. By: Craig Matsumoto November 19, 2025 Read More »