One iron rule governs every market cycle: follow the money. Right now, that money is flooding into AI infrastructure at an unprecedented pace. Hyperscalers are on track to spend more than $600 billion ...

By Antonio A. Ver In the past, the market reserved a special place for the best product and another for the cheapest product. But lately the calculus dictates that products’ physical visibility takes ...

Supermicro has announced a new line of AI workstations designed to deliver enterprise-grade computing performance inside a ...

The centralized mega-cluster narrative is seductive – but physics, community resistance, and enterprise pragmatism are conspiring to scatter AI compute across a distributed lattice of specialized ...

A significant shift is under way in artificial intelligence, and it has huge implications for technology companies big and small. For the past half-decade, most of the focus in AI has been on training ...

Inference will take over for training as the primary AI compute moving forward. Broadcom has struck gold with its custom ASICs for AI hyperscalers. Arm Holdings should benefit immensely as inference ...

As AI workloads shift from centralized training to distributed inference, the network faces new demands around latency requirements, data sovereignty boundaries, model preferences, and power ...

Lowering the cost of inference is typically a combination of hardware and software. A new analysis released Thursday by Nvidia details how four leading inference providers are reporting 4x to 10x ...

Modal Labs, a startup specializing in AI inference infrastructure, is talking to VCs about a new round at a valuation of about $2.5 billion, according to four people with knowledge of the deal. Should ...

The creators of the open source project vLLM have announced that they transitioned the popular tool into a VC-backed startup, Inferact, raising $150 million in seed funding at an $800 million ...

Abstract: Grant-free non-orthogonal multiple access is an emerging communication paradigm, where devices transmit to an access point without explicit permission. However, unknown user activities add ...

Google researchers have warned that large language model (LLM) inference is hitting a wall amid fundamental problems with memory and networking problems, not compute. In a paper authored by ...