Nvidia Vera CPU impresses in early Nvidia-sanctioned benchmarks
Controlled tests show strong results against Intel Xeon and AMD Epyc
Enterprise articles
Dell makes its strongest case yet for keeping AI out of the cloud
Dell counts 5,000 enterprise customers for its AI Factory, moving from pitch to proof
A single Micron SSD can now store 245TB and use half the power of hard drives
The future of AI infrastructure can also be measured in rack space and power bills
Google is assembling the pieces for enterprise AI agents, now adoption becomes the challenge
From agent monitoring to cross-cloud data access, Google is trying to solve the barriers to large-scale deployment
72 sticks of server RAM were headed for the trash. They're now worth $20,000
Enterprise hardware lifecycles run on accounting rules, not market value – and that's how perfectly good hardware ends up as e-waste
AI infrastructure boom pushes AMD, Intel and Arm to new valuation heights
Nvidia still dominates, but AI demand is lifting the rest of the chip market
Bottom line: Demand for AI infrastructure has been reshaping how investors value chipmakers, and recent results from key suppliers have strengthened the view that compute-intensive workloads will continue to grow. The effect has been evident with CPU vendors as of late. AMD's stock traded at $278 on Thursday, putting its market value at about $454 billion. Intel's rally from early March pushed the stock toward $68 and lifted its market cap to just under $340 billion. Arm's shares, meanwhile, traded close to $165, valuing the company at roughly $174 billion.
Everything is becoming agentic, and we're not fully ready for it
The big picture: If you follow tech news, it's impossible to miss how quickly everything is becoming "agentic." AI agents are being folded into major platforms, operating systems, browsers, and just about every category of software. In many ways, the shift is already tangible.
A version of Windows 10 released a decade ago is now eligible for additional security patches
Windows 10 is dead, but its enterprise heart is still beating
Toshiba starts shipping SMR MAMR enterprise hard drives offering up to 34TB of storage
Toshiba's newest HDDs are bigger and more efficient at handling data center workloads
Google Drive can now detect ransomware and roll back your files
New AI model detects threats and restores clean files automatically for Workspace users
Windows PCs crash three times as often as Macs, report says
Study finds Windows PCs lag behind Macs in security and lifespan, too
HP wants your next work PC to be an AI assistant
HP refreshes enterprise PC lineup with AI features, new EliteBooks, and workstations
Apple takes on Microsoft 365 and Google Workspace with new business platform
It bundles email, calendars, and device management
Arm just changed the rules, building its first-ever CPU and betting big on agentic AI
The AI boom made GPUs king. Arm thinks CPUs are next
OpenAI plans to double its workforce as it pivots to enterprise AI
The company aims to double headcount to 8,000
Nvidia unveils Vera, an 88-core Arm CPU for AI and analytics racks
The liquid-cooled Vera rack packs 256 CPUs and 300 TB/s of memory bandwidth
Oracle is spending billions on AI data centers as cash flow turns negative
Meanwhile, Wall Street is happy thanks to the company's latest quarterly results on cloud revenue
Intel launches Bartlett Lake CPUs with all P-cores for embedded applications
The 11-SKU lineup targets robotics, automation, and 5G edge deployments with predictable timing
Meta signs major Nvidia deal to power AI data centers with Blackwell and Rubin GPUs
WhatsApp will feature "privacy-enhanced AI" with Nvidia's Confidential Computing platform
Enterprise software experiments with task-based pricing in the AI era
The per-seat era of software pricing may be coming to an end
Micron's world-first PCIe Gen 6 SSD doubles data rates for AI data centers
Liquid-cooled drives and PCIe Gen 6 mark a new era for AI storage
Global chip sales are on track to hit $1 trillion thanks to AI
Chipmakers are optimistic, but unsure how long the AI build-out will last
AI may be ready for the mainstream, the economics aren't
Momentum, money, and adoption are rising, but AI's business foundations are still shaky
Blue Origin targets enterprise networks with a 5,400-satellite megaconstellation
TeraWave seeks to provide resilient bandwidth at 6 Tbps, beginning deployment in late 2027
