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UALink Offers Fresh Options for AI Networking
The UALink Consortium has published its first specification with the aim to offer an open-source alternative to NVLink and to offer support for GPUs besides NVIDIA's.
April 21, 2025
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Inside the Tech Tariff Catastrophe
Tariffs and export controls meant to promote U.S. technology interests could stall the spread of key manufacturing and datacenter buildouts.
April 21, 2025
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Why Hyperscaler Capex Could Drop in 2026
Hyperscalers continue to pour money into AI infrastructure this year, but 2026 could see a big change, Futuriom estimates.
April 16, 2025
News/Analysis
NVIDIA Hedges Tariff Threat With US Manufacturing
Chips in Arizona and AI supercomputers in Texas will help NVIDIA hedge against whatever happens with tariffs while also pushing the company's dreams of building more and more AI factories.
April 15, 2025
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What's Next for HPE?
HPE faces a series of challenges, including tariffs and the potential loss of its bid for Juniper Networks. Here are some alternatives —Updated 4/15 12:00 PM.
April 14, 2025
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Inside JCI's Data Streaming Deal with Redpanda
Confluent losing JCI to Redpanda is indicative of the new economics of data streaming .
September 11, 2024
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Ciena Earnings Highlight Data Center Connectivity
September 04, 2024
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Will the Cisco Reorg Work?
Cisco is in the midst of the largest reorg in years. Will it work?.
September 04, 2024
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Nutanix Vaults 20% in Wake of VMware Buyout
Nutanix hits new highs in recurring revenue and cash flow after targeting VMware with promotions.
August 29, 2024
