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Nvidia DGX Cloud Lepton offers a marketplace for AI factories to rent out their compute resources.
Arista, Cisco, and Extreme report minimal tariff impact so far, but July deadline may change things.
Cease-and-desist letters target expired support contracts, compelling enterprises to reconsider software strategies.
Executives from OpenAI, Microsoft, AMD, and CoreWeave urge lawmakers to modernize energy infrastructure to sustain AI growth.
With the Quantum Valley initiative, India is signaling its intent to lead in quantum tech, though analysts warn the race hinges on talent and scale.
While Huawei’s latest AI chip aims to challenge Nvidia’s dominance, analysts say a true catch-up could still be years away.
The company plans expansion in the US, with two advanced packaging facilities to be constructed near its Arizona chip fabs.
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.
New export curbs on critical minerals may increase hardware costs and delay next-gen infrastructure deployment.
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.