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Nvidia BlueField-4 STX adds a context memory layer to storage to close the agentic AI throughput gap
When an AI agent loses context mid-task because traditional storage can't keep pace with inference, it is not a model problem — it is a storage problem. At GTC 2026, Nvidia announced BlueField- [...]
Liquid-cooled AI systems expose the limits of traditional storage architecture
Presented by SolidigmLiquid cooling is rewriting the rules of AI infrastructure, but most deployments have not fully crossed the line. GPUs and CPUs have moved to liquid cooling, while storage has dep [...]
Google debuts AI chips with 4X performance boost, secures Anthropic megadeal worth billions
Google Cloud is introducing what it calls its most powerful artificial intelligence infrastructure to date, unveiling a seventh-generation Tensor Processing Unit and expanded Arm-based computing optio [...]
Cerebras stock nearly doubles on day one as AI chipmaker hits $100 billion — what it means for AI infrastructure
Cerebras Systems, the Silicon Valley chipmaker that built the world's largest commercial AI processor, erupted onto the Nasdaq on Wednesday, opening at $350 per share — nearly double its $185 I [...]
5% GPU utilization: The $401 billion AI infrastructure problem enterprises can't keep ignoring
For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve capacity [...]