3+ day, 16+ hour ago   (1005+ words) While Nvidia continues to expand its increasingly massive AI infrastructure empire, partner interest is growing in a much smaller chip design firm that has been expanding its purview beyond edge AI to enterprise data centers. That company is Netherlands-based Axelera…...

3+ day, 16+ hour ago   (811+ words) ‘With AI demand skyrocketing—the hardware, the server prices, the DRAM prices have all gone through the roof, and there is a hardware supply crisis going on. … The things that we have done in VCF are certainly helping customers in…...

4+ day, 8+ hour ago   (529+ words) ‘You just have a structural shortage probably worse in 2027 than in 2026 from everything that we see,’ says Dell Technologies CEO Michael Dell. Dell Technologies CEO Michael Dell Wednesday told investors at the Goldman Sachs Communacopia + Technology Conference that the “structural…...

4+ day, 14+ hour ago   (705+ words) While Qualcomm has focused on big deals with hyperscalers like Meta and Amazon, the growing need for enterprises to rein in the high costs of cloud-based frontier AI models will likely push the vendor to build a channel for its…...

4+ day, 16+ hour ago   (1100+ words) ServiceNow’s Global Partner Summit is focused on how it is sharpening its AI strategy, simplifying partner engagement and helping its channel partners drive value to customers through AI Control Tower, CRM, security, governance and faster enterprise AI deployment. At ServiceNow’s…...

4+ day, 17+ hour ago   (588+ words) ‘People don’t realize how scarce the compute capacity and the inference capacity is today. It’s still early days with the amount of capacity that’s available for what we and companies want to do with AI,’ says Justin Copie, CEO of…...

5+ day, 14+ hour ago   (788+ words) VMware partners say price concerns are easing as AI security needs and VMware Cloud Foundation innovation bolster the platform’s appeal compared to the competition. “Everybody is so focused on the price and they should be,” said Justin Giardina, chief technology…...

1+ week, 2+ day ago   (1607+ words) Sourcepass, Jitterbit, Domino Data Lab, Aerospike, Avaya, Anthropic, 66degrees and Trilliad are among the companies that made significant executive moves last month. New CEOs at Sourcepass, Jitterbit, Domino Data Lab, Aerospike and Avaya were among the biggest executive moves in the…...

10+ mon, 1+ week ago   (1316+ words) ‘Our data center AI, server, and PC businesses are each entering periods of strong growth, led by an expanding [total addressable market], accelerating adoption of our Instinct platforms and EPYC and Ryzen CPU share gains,’ AMD CEO Lisa Su says....

1+ week, 3+ day ago   (1445+ words) ‘HPE is uniquely positioned because we have the entire portfolio across networking, cloud and AI,’ said Neri. ‘It is not just compute alone. You need to have the right cost per token through the compute side and storage. We have…...