The impact for enterprises in terms of chip availability, pricing and functionality is unclear, but it all-but kills worries about Intel’s near-term viability.
Oracle knew that a massive wave of orders was coming, but they refused to build out infrastructure until contracts were signed. They faced an impossible choice: Insufficient capacity or excess capacity.
Western Digital and Microsoft are testing new ways to recover precious materials from old hardware as trade tariffs and other geopolitical issues change the economics of recycling.
IT leaders should not expect favorable pricing negotiations any time soon, says one analyst.
Enterprise IT leaders are trying to figure out if they should plan data centers outside of the US, but the changing nature of global tariffs is making that into a no-win dilemma.
CISPE's cloud investment is intended to give businesses a Euro choice that is "immune to disruption, access and potential removal by foreign actors.”
Although genAI hardly needs more market validation, the new energy members, GE Vernova and NextEra Energy, may help support the massive power needs of AI data centers.
When AMD finally issued patches for its critical microcode security hole on Monday, it said that the glitch 'could lead to the loss of Secure Encrypted Virtualization protection.'
Microsoft is stuck in an infrastructure investment arms race that could lead customers to ask difficult questions about costs, said analysts.
AMD has confirmed an unpatched “processor vulnerability” that may require CISOs to isolate their systems or even air gap them until there’s a fix.
