Forget incremental tweaks. AI’s insatiable hunger for compute is forcing a wholesale re-architecture of server infrastructure, pushing the boundaries of what’s possible in the data center.
VMware is tiptoeing into the Arm hypervisor arena. This quiet debut hints at a significant strategic pivot, but the path forward is far from clear.
The AI infrastructure race is no longer just about silicon. NVIDIA and Corning's massive fiber optics expansion signals a critical, and potentially expensive, pivot.
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.