Markets Spooked By Microsoft AI Demand Questions

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Word from TD Cowen is that Microsoft is pulling out of many datacenter buildouts. How does this reflect on the AI market?

By: Mary Jander

February 25, 2025

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Saudi Arabia Highlights Shift to Sovereign AI

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A KSA conference showcased the trend of ambitious nations sponsoring AI efforts with a view to economic opportunity

By: Mary Jander

February 13, 2025

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HPE Looks Likely to Lose Its Juniper Deal

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A misstep with the DOJ could have cost HPE its bid for Juniper Networks

By: Mary Jander

February 03, 2025

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The DeepSeek Deep Dive: What Experts Are Saying

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The DeepSeek impact on the AI industry was real, but its many nuances will take months to figure out

By: R. Scott Raynovich

January 30, 2025

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Q4 2024 Capex: A Look at Hyperscalers and Telcos

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As AI deployment accelerates, cloud hyperscalers project greater spending on AI datacenters, while third-party services grow and telcos lag in capital spending

By: Mary Jander

January 22, 2025

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X Server Win Demonstrates HPE's AI Potential

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HPE's recent $1 billion win with Elon Musk's X shows where its focus needs to be. Will the Juniper deal distract from that?

By: Mary Jander

January 16, 2025

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Can Telco "AI Factories" Succeed?

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Telcos are slowly rolling out datacenters to support new AI services. But can these efforts succeed?

By: Mary Jander

January 06, 2025

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HPE's Future Hangs on Stalled Juniper Deal

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For HPE's networking ambitions, the Juniper merger can't happen fast enough

By: R. Scott Raynovich

December 11, 2024

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AWS Wrap: Blossoming AI Services and NVIDIA Alternatives

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The AWS re:Invent 2024 conference is in full swing, and the theme is managing data for AI applications

By: Mary Jander

December 04, 2024

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