Microsoft’s Azure cloud platform has reached a new inflection point, propelled by a strategic and sustained bet on artificial intelligence that’s reshaping not just Microsoft but the entire enterprise IT landscape. Over the past year, Azure’s growth narrative has shifted from one of steady...
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Glenn Lockwood, a prominent figure in the high-performance computing (HPC) world and a respected voice in the supercomputing community, has recently made headlines by announcing his departure from Microsoft. This move is significant not only because of Lockwood’s stature—gained through his...
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The artificial intelligence (AI) industry is witnessing a pivotal shift as Microsoft grapples with significant delays in its custom AI chip development, codenamed "Braga." Originally slated for mass production in 2025, the chip's launch has been postponed to 2026 due to unforeseen design...
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In the rapidly evolving world of high-performance computing, where generative AI and large language model (LLM) workloads push infrastructure far past yesterday’s limits, liquid-cooled servers have moved to center stage as both a symbol and enabler of the new AI-driven era. The launch of ZT...
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A rare sell rating on Nvidia by Seaport Research Partners has ignited discussion across financial circles, challenging the prevailing narrative of unbridled optimism surrounding the company’s role in artificial intelligence. At a time when Nvidia’s stock price recently closed at $114.50, buoyed...
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Persistent claims about an impending data center “bust” among hyperscale cloud providers have created a narrative of overcapacity and faltering momentum within the tech industry. Yet a thorough examination of capital expenditure plans, earnings call disclosures, and executive statements from the...
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It’s a bird! It’s a plane! No, it’s a cloud-borne data center, turbocharged to keep North America’s digital lifeblood pumping faster than ever. Behind this digital renaissance lies a race, part Silicon Valley sprint, part infrastructure Olympics, to build the vast computer fortresses powering...
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As technology surges forward, Nvidia is setting the pace in the age of artificial intelligence, and its latest breakthroughs are reverberating through the world of Windows computing. Nvidia’s transformative Blackwell architecture isn’t just another chip launch—it’s a paradigm shift that...
In a significant leap for cloud computing, AMD has unveiled custom EPYC CPUs equipped with cutting-edge HBM3 memory, tailored specifically for Microsoft Azure's latest virtual machines, branded as the HBv5 series. This monumental innovation promises to transform how enterprises utilize cloud...