Falcon Shores now an internal test chip; AI infrastructure system coming with Juaguar Shores
Intel has struggled to compete against AMD and NVIDIA in the AI infrastructure space. While the company could potentially see an uptick in business as emphasis on low-power edge AI inference...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with...
Yesterday was a busy one with quarterly earnings calls from major AI infrastructure players Microsoft and Meta. And, as expected, the CEOs fielded questions about Chinese AI startup DeepSeek’s splashy market entry and the implications of its software optimizations that reduced LLM training costs...
Rakuten Mobile noted its new AI tool is specifically tailored to align with Japanese business culture, regulations and industry norms
Japanese carrier Rakuten Mobile announced the launch of "Rakuten AI for Business," a Generative AI (gen AI) solution designed to assist corporate clients in various...
The new AI Connect suite from Verizon comes as McKinsey estimates 60% to 70% of AI workloads will be for inference by 2030
It’s been a busy two weeks in the world of AI. OpenAI and partners announced a planned $500 billion investment in AI...
Fast growth and oversubscribed funding rounds reiterate value of Databricks’ approach to “data intelligence” underlying successful AI implementations
Self-billed “data and AI company” Databricks on Jan. 22 announced the completion of a $10 billion series B funding round along with $5.25 billion in debt financing....
Shares in ASML, NVIDIA, Softbank and others take a hit following the launch of the R1 LLM which DeepSeek said it spent $6 million to train
Chinese AI startup DeepSeek made quite a splash last week with the release of its open source R1 large...
For more than nearly four decades, I have sat on panel discussions and given speeches at trade shows, corporate meetings, conferences and more. I have watched the ITEXPO #TechSuperShow grow, year after year for roughly a quarter century. So, I recently spoke with Rich...
In tandem with network cloud transformation, communications service providers (CSPs) are evaluating opportunities to integrate artificial intelligence (AI) into their networks. Their goal is to dramatically enhance operational efficiency and customer experience. AI can help CSPs by, among other things, automating processes, adopting autonomy...
Learning the good and bad about the coming AI growth wave
AI is coming on quickly and President Trump wants the United States to be the leader. He had a major announcement on building AI infrastructure. The new company is called “Stargate." Alongside Trump were...
So you want to turn you data and abstracted business logic into use cases that carry a clear ROI? And you want to do it autonomously? Well, good news because 2025 could be a breakout year for agentic AI.
What is agentic AI?
The name is...
AI, Quantum and Satellite will transform smartphone, wireless industry
Think of how AI, Quantum and satellite will transform the wireless industry, for network providers, for smartphones and for apps.
That means networks like AT&T Mobility, T-Mobile and Verizon Wireless. That also means resellers like Xfinity Mobile,...
Model size, dataset size and compute all depend on the availability of necessary AI infrastructure
In January 2020, a team of OpenAI researchers led by Jared Kaplan, who moved on to co-found Anthropic, published a paper titled “Scaling Laws for Neural Language Models.” The researchers...
CoreWeave receiving the latest in Dell liquid-cooled servers featuring NVIDIA’s GB200 Grace Blackwell Superchip
As the AI infrastructure arms race continues, Dell Technologies has staked out a central role in the booming marketplace. At one end of the AI-enabled edge-to-cloud continuum, Dell is shipping AI-enabled...
HPE's liquid cooling technology for AI infrastructure may have helped it secure the 10-figure deal
HPE Senior Director Rupin Mohan this week on LinkedIn confirmed reports that HPE has won a $1 billion deal to supply Elon Musk’s X, formerly Twitter, with AI servers. Neither...
Dell AI for Telecom brings together AI data, infrastructure, software, services and use cases
Communications service providers (CSPs) are facing increasing pressure to optimize their operations and reduce costs and energy use — all while improving network performance and enhancing the customer experience. An effective...
The AI plan includes things like establishing a national data library and designated 'growth zones'
U.K. Prime Minister Keir Starmer detailed The AI Opportunities Action Plan, designed to bolster AI growth and development across the country. The plan, said Starner, will help Britain become "one...
The laws of physics, economics and countries suggest edge AI inference—where your device is the far edge—just makes sense
In the race to build-out distributed infrastructure for artificial intelligence (AI), there’s a lot more glitz and glam around the applications and devices than around the...
This collaboration builds on a $200 million strategic investment agreement between SK Telecom and Penguin Solutions in July 2024
Korean carrier SK Telecom signed a new deal with SK hynix and Penguin Solutions to advance research, development and promotion of artificial intelligence data center (AIDC)...
These days, “sustainability” is more than a buzzword. Enterprises understand that responsible environmental stewardship matters. Commitments to environmental responsibility are now a standard element in countless corporate 10-K filings, reflecting its importance.
Leadership in Energy and Environmental Design (LEED) Certification is a universal measure of an...
NVIDIA CEO Jensen Huang sees agentic AI and AI-enabled robotics as a “multi-trillion dollar opportunity”
LAS VEGAS—Not unexpected but, in many ways, NVIDIA pretty well stole the show at CES this week. CEO Jensen Huang, following an introduction wherein Consumer Technology Association President Gary Shapiro...
SK Telecom initially introduced its AI agent at the SK AI Summit in Seoul last November
Korean carrier SK Telecom announced plans to release a beta version of its AI-powered personal agent, dubbed "Aster," targeting North American users in March 2025.
"Aster goes beyond traditional AI...
Deere CTO: "Labor is a common challenge...We believe autonomy can be part of that solution."
LAS VEGAS—The Consumer Electronics Show (CES) is a weird one. The media days in the run-up to the show officially opening are also weird—a mashup of things that are...
While Microsoft is thinking on a global scale, the company's Vice Chair and President noted that more than half of this total investment will be in the U.S.
In a recent blog post, Microsoft Vice Chair and President Brad Smith revealed that the tech giant...
