Sign in Subscribe

Topic

Hyperscale

A collection of 55 issues

Energy: Tech Constraint or Accelerant?

The technology industry is insular and self-absorbed. Its denizens and principal players often see themselves as singularly important, the ever-shining sun around which all other businesses and industries revolve. One could argue that there’s some justification for the tech industry’s bumptiousness. The Magnificent Seven have dominated stock-market gains

When Momentum Fades and Exhaustion Looms

Momentum always flags and falters eventually. It’s only a question of when it will happen.

Thoughts on Cisco’s Isovalent Acquisition, Open-Source Motives, and the New Tech Austerity

It was inevitable that networking’s journey would become not only software-defined, not only software-driven, but reach an apotheosis of developer-driven software, period. With eBPF, networking and software merge seamlessly.

Going Over the Top, Again

NVIDIA might beat the Street one more time later today, but the denouement of this market drama will follow a banal, hackneyed, and all-too predictable script. At some point, NVIDIA’s investor brigade will go over the top, if not later today then next quarter.

The Accelerating Drive To AI Consolidation

By its very nature – technologically complex, resource intensive, often prohibitively costly to deploy and operate at volume and scale – AI is likely to host a rapidly thinning field of vendors and relatively early market consolidation.

On Intel’s Past, Present, and Future

Intel clung tenaciously to what made it great in an earlier era, and now it finds itself a diminished presence, struggling to regain lost dominance.