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The Amazon Web Services (AWS) chip business is “on fire,” Trainium offers better price-performance than Nvidia, and customers are so eager for AI compute capacity that they’re looking to buy up all that’s currently available. These are the takeaways shared by Amazon CEO Andy Jassy in his eight page letter to shareholders in the tech giant’s 2025 annual report. Jassy’s comments underscore how all-…

Intel and Google have announced a multi-year collaboration agreement that will see Google will continue to deploy Intel Xeon-based platforms for its next generation of AI and cloud infrastructure. These platforms will use Intel’s upcoming Xeon CPUs and custom infrastructure processing units (IPUs) co-designed by Intel and Google. In return, Google will continue co-development of the IPUs (referre…

OpenAI has postponed plans to open one of the data centers central to its Stargate project. It announced its plan to open the data center in the UK with great fanfare last September, when it was regarded as a major boost for the country’s nascent AI industry, as well as proving a step up for OpenAI’s international credentials. At the time, Sam Altman, CEO of OpenAI, said, “The UK has been a longs…

Broadcom has announced it will produce future versions of artificial intelligence chips for Google , and separately signed an expanded deal with Anthropic to provide about 3.5 gigawatts worth of computing capacity to the AI startup, drawing on Google’s AI processors. The compute capacity comes courtesy of Google’s Tensor Processing Units (TPUs) as well as supplying its own networking components. …

It’s official: Google is the largest single owner of AI compute, and it’s doing it largely without Nvidia. According to new analysis from Epoch AI research institute, more than 60% of global AI compute is owned by US hyperscalers, and Google holds about one quarter of it. And while the search giant relies heavily on its own custom tensor processing units (TPUs), many of its peers are still bound …

Cisco today announced plans to acquire AI observability firm Galileo Technologies. Galileo’s platform provides real-time observability and guardrails for the development of multi-agent systems and has been adopted across the enterprise as the industry standard for instilling trust in AI agents, according to Kamal Hathi, senior vice president and general manager for Cisco’s Splunk division. “Galil…

Neoclouds are starting to gain significant market share, some of the coming at the expense of traditional data center infrastructure providers. Neoclouds are defined as specialized cloud computing platforms that provide high-performance, GPU-centric infrastructure, primarily to support artificial intelligence (AI) workloads. They tend to fall into two categories: relatively new startups , or cryp…

Today’s networks face a multitude of challenges as they become more complex and distributed. Legacy issues around performance, speed, availability and latency still cause headaches, and outages cause financial and reputational damage — just look at the July 2024 CrowdStrike incident ramifications are still being felt, and will no doubt be for years to come. But artificial intelligence (AI) holds …

The cybersecurity industry has spent years debating whether endpoint detection and response (EDR) is sufficient. Lumen Technologies is now making the case that the question itself is outdated. Its 2026 Defender Threatscape Report argues that the decisive signals in modern attacks no longer appear on endpoints at all. They appear upstream, in the network infrastructure that attackers build, test a…

New York, NY: Minimus , a leading solution to secure container images which eliminate CVE risk, shares that Yael Nardi is now its new Chief Business Officer (CBO). In this newly created role, Nardi will lead the company’s next phase of scale, overseeing top-of-funnel growth strategy, operations, and corporate development. As the market landscape evolves and AI affects customer acquisition, Minimu…

Nvidia’s latest generation of AI chips, the Nvidia Rubin GPUs, expected to ship later this year, may face supply delays amid ongoing geopolitical pressures and supply chain constraints. The share of Rubin GPUs in Nvidia’s overall shipments was earlier expected to be significantly higher at 29%, but is now projected to remain limited at 22% for 2026, according to TrendForce. The research firm call…

Deep learning is a cornerstone technology in modern AI. Startup Aria Networks is now applying that same layered intelligence approach to the network with its Deep Networking platform. Aria Networks was founded in January 2025 by Mansour Karam, who previously founded intent-based networking vendor Apstra, which Juniper Networks acquired in 2020. Aria has been developing a path-centric approach bui…

More processor coverage on Network World: AMD news and insights | Nvidia news and insights Intel is hoping for a turnaround under its new CEO, Lip-BuTan. Intel’s Q1 2025 revenue was $12.7 billion, flat year-over-year. While revenue for its client computing group dropped 8%, the data center and AI segment showed an 8% increase, driven by Xeon volume. Intel is pushing its Gaudi 3 AI accelerators an…

Ready to travel to gain hands-on experience with new networking and infrastructure tools? Tech conferences – in person and virtual – give attendees a chance to access product demos, network with peers, earn continuing education credits, and catch a celebrity keynote or live entertainment. Check out our calendar of upcoming network, I&O, and data center conferences, and let us know if we’re missin…

As it struggles to keep up in the AI chip race, Intel is forging a partnership that could, literally, have galactic proportions. The semiconductor giant is joining Elon Musk’s ambitious Terafab project, billed as the largest-ever chip manufacturing facility, one that will power space travel and advanced robotics. Tesla, SpaceX, and xAI announced the joint $25 billion venture in March, with plans …