Huawei Fab Network, WFE Vendors Cry Wolf, Framework for Future Controls AI competitiveness is a key national security concern. When “expert-level science and engineering” or even AGI are possible o…| SemiAnalysis
The NVIDIA Grace™ Hopper™ architecture brings together the groundbreaking performance of the NVIDIA Hopper GPU with the versatility of the NVIDIA Grace CPU in a single superchip, connected with the high-bandwidth, memory-coherent NVIDIA® NVLink® Chip-2-Chip (C2C) interconnect.| NVIDIA
A look at hyperscaler moves across AI, Data, DevOps, and Security.| HHHYPERGROWTH
A look at the shifts and M&A across the Identity Security market, and how Okta's stumbles let CyberArk catchup.| HHHYPERGROWTH
Results and moves from CNAPP competitors like Palo Alto, SentinelOne, Zscaler, and Wiz.| HHHYPERGROWTH
Hopper will continue to grow in 2H, and Blackwell will come on strong in Q4.| HHHYPERGROWTH
Super Micro Computer Inc. is a $35 billion server maker based in Silicon Valley, California that has ridden the wave of AI enthusiasm.| Hindenburg Research
NVIDIA's supply constraints have been easing until it hit some Blackwell delays.| HHHYPERGROWTH
At AWS re:Invent 2023, AWS and NVIDIA announced that AWS will be the first cloud provider to offer NVIDIA GH200 Grace Hopper Superchips interconnected with NVIDIA NVLink technology through NVIDIA DGX…| NVIDIA Technical Blog
