Deal with Brookfield Asset Management brings more chip production to the US and frees up more Intel cash.
If Qualcomm is working on a server processor, it likely will be for accelerators such as smartNICs.
Verge-OS virtualization software can now pool and apportion GPU capacity to help create virtual data centers.
Efficiencies and better hardware prompt Azure to extend server-refresh cycles from four years to six.
Compute Express Link can share compute and memory among components and devices, potentially leading to more efficient use of data-center resources.
Dell'Oro: Cost and expertise are two obstacles to enterprise use of smartNICs, but the NIC makers are working to eliminate them.
Semtech has been working on IoT technology, and buying Sierra will accelerate that effort.
The small form factor HPE Edgeline EL8000 is designed for AI tasks such as computer vision and natural-language processing.
Enterprise SSD products are separating themselves from their consumer counterparts by getting faster, smarter and denser.
Optane persistent memory technology was never adopted beyond Intel.