Neoclouds vs. Hyperscalers: What’s the Difference?
Neoclouds' funding coffers helped them keep up in the race to build AI datacenters, but what next? If GPUs stop being scarce, then neoclouds need stronger differentiation -- as do hyperscalers, who have a broader arsenal to draw from.
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.
Microsoft, Others Drive AI to the Edge
New Azure Percept catches the trend toward AI-based IoT applications..
Cato Claims Record Financial Growth
Bigger and better sales may point to M&A or IPO ambitions..
Data Gravity Drives Data Center Leasing
Floods of corporate data are moving enterprises to buy ready-made IT support..
Heineken Drafts Aviatrix for Multi-Cloud Strategy
The brewer is counting on Avaitrix to help transcend pandemic challenges..
