gpus

Windows 10 will stop receiving free security fixes on October 14, 2025 — and if your PC can’t take the free Windows 11 upgrade, you have five realistic paths forward: enroll in Extended Security Updates (ESU), buy or rent a new Windows 11 PC (including cloud PCs), perform an unsupported upgrade...

Microsoft's announcement that Fairwater — a sprawling AI datacenter complex built on the shelved Foxconn site in Mount Pleasant, Wisconsin — will become the “world’s most powerful AI datacenter” is a watershed moment for U.S. hyperscale infrastructure, but it also raises immediate technical...

Nscale’s announcement that it will expand UK AI infrastructure in collaboration with Microsoft, NVIDIA and OpenAI marks a significant acceleration in the country’s bid for sovereign, large-scale AI compute — a move that blends private hyperscale investment with geopolitics, national industrial...

Microsoft has pledged a record-breaking £22 billion to the United Kingdom over the next four years in a sweeping commitment to build cloud and AI infrastructure, expand operations, and anchor advanced AI compute inside the country — a package the company says will “power the AI future” in...

Microsoft’s most recent results and guidance refinement make one fact unmistakable: the company’s future growth is being driven by an Azure‑anchored, AI‑first platform strategy — and that strategy is increasingly capital‑intensive, partnership‑dependent, and subject to both regulatory and...

Oracle’s latest quarter didn’t just surprise the market — it rewrote the playbook for what a legacy enterprise software company can become in an AI-first world. Background For two decades Oracle was best known as a database and enterprise-software stalwart slowly adapting to a cloud-first...

Oracle’s sudden leap from an enterprise-software stalwart to a potential top-tier cloud infrastructure contender is the defining business story of the fall — and it starts with an eye-popping backlog that reshapes the competitive map for AI-era data centers. Background The core idea behind...

The debate Kepler Cheuvreux set out in its note—“Is AI truly a boon for the entire IT industry, or could it also be a curse?”—captures a growing fault line across technology markets: enormous, record-breaking infrastructure and R&D spending is colliding with an unsettled monetization pathway and...

Oracle’s first‑quarter disclosure and subsequent analyst reporting have transformed what had been a cautious infrastructure pivot into a full‑blown, capital‑intensive sprint toward AI dominance — but the numbers that dazzled Wall Street come with real execution and counterparty risks that...

Microsoft’s OpenAI tie-up is large and strategically important, but the argument that Microsoft has become irrecoverably dependent on OpenAI is overstated — and Google and Amazon catching up quickly enough to displace Microsoft’s AI advantage is more complicated than headlines suggest...

Microsoft’s AI unit has shipped two first‑party foundation models — MAI‑Voice‑1 and MAI‑1‑preview — marking a clear acceleration of in‑house model development even as the company continues to integrate and promote OpenAI’s frontier models such as GPT‑5 across its product stack. The launches are...

Alibaba’s Cloud Intelligence business is no longer an experimental bet — it is the engine powering the company’s reacceleration, but sustaining that advantage will demand flawless execution across infrastructure, monetization and geopolitics. Background Alibaba reported that its Cloud...

Microsoft sits squarely at the center of the modern software industry: colossal scale, accelerating AI monetization, and a balance sheet that lets it spend aggressively on cloud infrastructure — but the company’s market multiples, peer comparisons, and some widely circulated metrics deserve...

The AI infrastructure era is consolidating around three firms that sit at the intersection of design, fabrication, and deployment: Nvidia for compute architectures and software stacks, TSMC for the advanced manufacturing that turns designs into reality, and Microsoft for the cloud fabric and...

Ingram Micro’s latest investor call and fiscal results leave little doubt that the company is riding two concurrent tailwinds: the imminent October 14, 2025 end of support for Windows 10 — which is accelerating commercial device refreshes — and the gradual emergence of AI-driven demand that is...

In an ambitious move that promises to significantly boost India's artificial intelligence capabilities, Yotta Data Services is set to deploy over 9,216 GPUs through its Shakti Cloud platform. This deployment is not only an eye-opener for the Indian tech landscape but also offers valuable...

The ever-evolving battleground of artificial intelligence (AI) has two tech titans aiming their arsenals directly at each other: Nvidia and Microsoft. While Nvidia’s GPUs (Graphics Processing Units) are almost synonymous with powering intensive AI workloads, Microsoft has steadily integrated AI...

At CES 2022, ASUS Republic of Gamers (ROG) introduced new and refreshed Windows 11 devices, such as the ROG Flow Z13, with new form factors for the Zephyrus Duo 16, Zephyrus G14 and Strix series, which also include new CPUs and GPUs. The ROG Flow Z13 is one of the new devices, a gaming tablet...

The release of the new Pascal based cards will see the end of mainstream support for 3 or 4 way SLI. Nvidia will still include profiles for benchmarking using more than two cards but that will be about it: "With the GeForce 10-series we’re investing heavily in 2-way SLI with our new High...

Vulkan is a new generation graphics and compute API that provides high-efficiency, cross-platform access to modern GPUs used in a wide variety of devices from PCs and consoles to mobile phones and embedded platforms. Vulkan - Industry Forged Tech demos: Vulkan on Android Drivers: Nvidia Vulkan...