Amazon is investing in X-Energy Reactor Company's $500 million venture round as it becomes clear that AI factories will be increasingly tethered to nuclear reactors.
...
Dell Technologies launched its Dell PowerEdge XE9712, a system built on Nvidia's GB200 NVL72 platform with 36 Nvidia Grace CPUs and 72 Nvidia Blackwell GPUs in a rack.
...
Databricks broadened its partnership with Amazon Web Services in a move that will put Databricks Mosaic AI on AWS for custom models. In addition, Databricks will use AWS' Trainium ...
Dell Technologies launched new systems powered by AMD's next-generation EPYC server processors and PowerEdge XC9680 system powered by AMD Instinct MI300 and 300x AI accelerators. D...
AMD launched its 5th Gen EPYC processor as well as its latest Instinct MI325X accelerators as it aims to gain AI workloads from inference to model training. The big takeaway is tha...
At its MongoDB.local London event, MongoDB 8.0 went to GA along with other enhancements to the company's Atlas platform. MongoDB 8.0 is available on AWS, Google Cloud and Microsoft...
Micron Technology reported record data center revenue and saw strong demand for its data center DRAM and high bandwidth memory as well as data center SSD sales.
...
Constellation Energy said that it is restarting Three Mile Island (TMI) Unit 1 and will sell about 835 megawatts of power to Microsoft for AI workloads. AI data centers are going t...
Should Oracle's march toward fiscal 2029 revenue of $104 billion succeed it'll largely because it has managed multi-cloud deployments, co-opetition and triple wins for itself, part...
Dell Technologies Chief Operating Officer Jeff Clarke said “there’s no question that AI is coming to the enterprise” due to data gravity and proprietary information that won’t be m...
Nuclear-powered data centers are on the horizon (and here in some cases), but deployments will take time and likely extend into 2026 or 2027. What's driving the nuclear data center...
Oracle and Amazon Web Services announced a strategic partnership to complete CTO Larry Ellison's multicloud trifecta. Oracle first partnered with Microsoft Azure, then Google Cloud...
Dell Technologies saw a second quarter boom in its infrastructure solutions group (ISG) revenue due to strong server and networking demand. Dell shipped $3.1 billion in AI servers ...
Nutanix is winning larger enterprise deals and looking to ride hyperconverged infrastructure partnerships with Cisco and Dell as it plays the long game against Broadcom's VMware.
...
Nvidia said its Blackwell processor samples are shipping to customers and demand for its Hopper platform remains strong. The company reported better-than-expected second quarter ea...
Supermicro said it won't be able to file its annual report on time quot;without unreasonable effort or expensequot; because it needs to assess its quot;internal controls over finan...
DigitalOcean Holdings' strong second quarter results highlight how a new breed of cloud compute providers are gaining traction due to AI workloads and access to Nvidia GPUs.
...
Enterprises are beginning to leverage data centers for generative AI workloads, but it's more of a progression in conjunction with hybrid cloud deployments.
...
Supermicro said it expects fiscal 2025 revenue between $26 billion and $30 billion, well above expectations, as the company sees the genAI building boom continuing.
...
