The number of AI inference chip startups in the world is gross – literally gross, as in a dozen dozens. But there is only one ...

A total addressable market is a forecast of what will be sold – more precisely, what can be manufactured and sold. It is not ...

If there was ever a demonstration of Jevons' paradox, it's the supercomputing sector. According to this law of economics, ...

It has always been funny to us that anyone can acquire control of an open source project. But it definitely happens because, ...

We can all talk until we are blue in the face about how weird it is for so much money to be spent on servers during the GenAI ...

An alien flying in from space aboard a comet would look down on Earth and see that there is this highly influential and ...

While there are a lot of different file system and object storage options available for HPC and AI customers, many AI ...

AI is changing what “good” looks like in the modern datacenter. It is not just a question of buying faster hardware. Power ...

We keep seeing the same thing over and over again in the AI racket, and people keep reacting to it like it is a new or ...