Neoclouds like CoreWeave and Nebius rent Nvidia GPUs to AI labs, and several started out mining crypto. Here's how the AI cloud model works.
Microsoft plans multigigawatt Azure Maia AI accelerator rollouts in 2027 to improve inference efficiency as power and chip ...
Azure Maia 200 now in production; Azure Maia 300 coming in 2027 As we move into the era of Super Intelligence, Microsoft is entering a new phase of infrastructure. We will scale our Azure Maia family ...
Microsoft is transforming Azure into a full-stack AI platform by combining custom chips, advanced data center infrastructure and AI development tools to give enterprises more flexibility, performance ...
A weekend essay from an AI CEO that never named a single chipmaker just sent Intel, AMD, and NVIDIA sliding in unison, and the order in which they fell tells a story that contradicts the obvious ...
GPUs are 70% of installed worldwide AI compute capacity by manufacturer (see figure 1), with custom silicon accounting for 30%, primarily Google and Amazon. Fig. 1: Current installed worldwide AI ...
Software updates for apps, operating systems and services primarily serve two benefits — they deliver new features and fix known issues. Hardware driver updates largely fall into the latter category, ...
Personal computing isn't only about spreadsheets and word documents anymore, and thanks to the immense processing power of modern GPUs, your computer can even do far more besides playing games. You ...
Jensen Huang said it in four words. “AGI has arrived,” the Nvidia chief executive wrote on X late on Sunday, congratulating OpenAI on GPT-6 Astra. By Monday morning the post had passed 10 million ...
Microsoft will begin reporting Azure revenue in dollars for the first time, providing more clarity about its business that competes with Amazon Web Services. The company is trimming the number of ...
Before this week, the dominant story about Nvidia went something like this: For the first few years of the AI boom, Nvidia was the only source for state-of-the-art GPUs, which became immensely ...
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