So you think you're getting a fair shake when you rent a GPU by the hour? Think again. A new study is blowing the lid off the 'silicon lottery,' and it means your cloud computing budget might be going up in smoke.
Think the AI gold rush is just a shiny flash in the pan? King Slide, a company that actually makes the metal bits holding up your servers, says hold your horses. They're not seeing a bubble, and their order books for early 2026 are looking surprisingly full.
Forget your cheap SSDs and ample RAM for a moment. Adata just dropped a bombshell: memory prices are about to go ballistic. Blame the cloud behemoths.
Arm meets RISC-V in a bid to conquer the AI inference server market. SiPearl and Semidynamics are launching a new rack-scale platform, but the real question is who benefits and at what cost?
Microsoft is finally admitting what we all suspected: the cloud isn't some eternal, static wonderland. Time to ditch those decade-old VMs.
The ink is barely dry, but the reverberations are already shaking the foundations of the cloud. Meta just dropped a staggering $35 billion on AI compute, and CoreWeave is holding the bag.
The era of tight-lipped AI exclusivity is over. Microsoft and OpenAI are loosening their decade-long embrace, a move that promises to reshape the competitive arena.