UALink Offers Fresh Options for AI Networking
The UALink Consortium has published its first specification with the aim to offer an open-source alternative to NVLink and to offer support for GPUs besides NVIDIA's.
Inside the Tech Tariff Catastrophe
Tariffs and export controls meant to promote U.S. technology interests could stall the spread of key manufacturing and datacenter buildouts.
Why Hyperscaler Capex Could Drop in 2026
Hyperscalers continue to pour money into AI infrastructure this year, but 2026 could see a big change, Futuriom estimates.
NVIDIA Hedges Tariff Threat With US Manufacturing
Chips in Arizona and AI supercomputers in Texas will help NVIDIA hedge against whatever happens with tariffs while also pushing the company's dreams of building more and more AI factories.
What's Next for HPE?
HPE faces a series of challenges, including tariffs and the potential loss of its bid for Juniper Networks. Here are some alternatives —Updated 4/15 12:00 PM.
No Slowdown in Optical Networks
Despite slower growth in overall telecom spending, sales of optical networking gear remain strong.
Extreme Keeps Rolling
Extreme's revenue grew 31% year-over-year, indicating market gains from Cisco .
Why 5G for Manufacturing Hasn't Taken Off
5G service providers target manufacturing as a key vertical. Too bad manufacturers don't yet agree.
