NewsHosting news - 24 Jul 2026 - Listing Page: 33
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AMD Targets Full-Stack AI With Helios, EPYC and New Robotics - 📅 - AMD is broadening its AI ambitions well beyond accelerators, introducing a coordinated hardware and software portfolio built around rack-scale infrastructure, new server processors, GPUs, embedded silicon and robotics platforms. The strategy reflects a market increasingly rewarding vendors capable of supplying complete AI systems instead of individual chips, while enterprise infrastructure requirements continue growing substantially worldwide.
The industry's center of gravity has shifted again. Training massive language models still matters, but inference is beginning to dominate infrastructure planning as enterprises move from experimentation toward continuous AI services, autonomous [...]
The industry's center of gravity has shifted again. Training massive language models still matters, but inference is beginning to dominate infrastructure planning as enterprises move from experimentation toward continuous AI services, autonomous [...]
QumulusAI to Supply $32M in NVIDIA B300 Capacity - 📅 - QumulusAI has signed a two-year infrastructure agreement worth more than $32 million to supply NVIDIA Blackwell B300 GPU capacity for an unnamed AI inference platform, underscoring how demand is shifting from experimental model training toward contracted inference infrastructure as enterprise generative applications expand and utilization patterns become increasingly predictable with deployments scheduled to begin during fall 2026.
The customer develops infrastructure for enterprises and software developers running image, video, and other generative AI applications where response times directly affect product quality. Rather than relying on burstable or spot GPU markets, the company has [...]
The customer develops infrastructure for enterprises and software developers running image, video, and other generative AI applications where response times directly affect product quality. Rather than relying on burstable or spot GPU markets, the company has [...]
The transaction is less about replacing IBM's current quantum architecture than buying optionality. IBM has spent years organizing its quantum roadmap around superconducting qubits, error correction and progressively larger systems. HRL brings a different device [...]
Cloud procurement inside Europe's regulated sectors has become noticeably more political. Technical specifications still matter. So do pricing and performance. Increasingly, however, procurement teams are also evaluating where [...]
Broadcom's overhaul of VMware's partner ecosystem continues to redraw the European cloud market, and Leaseweb is emerging as one of the companies absorbing the fallout. By taking over ITQ's VMware VCSP customer base, the Dutch [...]
GMI Cloud Ties $500M NVIDIA Capacity to Signed AI Contracts - 📅 - GPU-as-a-Service firm GMI Cloud is committing $500 million to expand NVIDIA-powered AI infrastructure while tying new capacity to already-signed enterprise contracts, signaling a closer coordination model between cloud providers and chip suppliers. The arrangement stops well short of a joint venture but reflects changing economics around financing, planning, and deploying large-scale AI compute infrastructure.
Artificial intelligence infrastructure has entered a different phase. The scramble to secure GPUs is gradually giving way to a more complicated question: who is willing to finance hundreds of millions of dollars of hardware before customers actually consume it?
GMI Cloud's latest [...]
Artificial intelligence infrastructure has entered a different phase. The scramble to secure GPUs is gradually giving way to a more complicated question: who is willing to finance hundreds of millions of dollars of hardware before customers actually consume it?
GMI Cloud's latest [...]
Palo Alto Networks Deepens Observability Push With Embrace Acquisition - 📅 - Palo Alto Networks is expanding beyond infrastructure observability by moving to acquire mobile monitoring specialist Embrace while adding synthetic testing across its platform, widening competition in digital experience monitoring as enterprises seek fewer operational tools, tighter automation, and clearer visibility into applications increasingly shaped by AI workloads amid rising cost pressure and platform consolidation across enterprise software.
The transaction, which remains subject to customary closing conditions, lands only months after Palo Alto Networks absorbed Chronosphere into its observability business. Taken together, the moves suggest the company sees operational telemetry [...]
The transaction, which remains subject to customary closing conditions, lands only months after Palo Alto Networks absorbed Chronosphere into its observability business. Taken together, the moves suggest the company sees operational telemetry [...]
Infleqtion to Deploy Fault-Tolerant Quantum Computer in Illinois - 📅 - Infleqtion will install a fault-tolerant neutral-atom quantum computer at Illinois' Quantum & Microelectronics Park, expanding U.S. quantum infrastructure with a system scheduled for delivery in 2027. The company also opened a Chicago innovation center targeting energy grid applications while increasing local hiring and investment across the state, reinforcing Illinois' ambitions to anchor commercial quantum development efforts nationwide.
Quantum computing announcements often promise distant breakthroughs. This one is more concrete, at least on paper. Infleqtion has attached a delivery date, a physical location and a defined workload to its next-generation neutral-atom platform. That [...]
Quantum computing announcements often promise distant breakthroughs. This one is more concrete, at least on paper. Infleqtion has attached a delivery date, a physical location and a defined workload to its next-generation neutral-atom platform. That [...]
For infrastructure buyers, the immediate change is not simply another line on a network map. Nuvem gives Google more control over a route carrying traffic between its American and European cloud regions, adding redundancy across the Atlantic. Customers may eventually see better resilience, latency or availability. None of that is automatic. [...]
AMD Deepens Anthropic Ties With $5B and Gigawatt AI Deployment - 📅 - AMD is tying billions of dollars in potential investment to a long-term infrastructure relationship with Anthropic, deepening competition over AI compute as model developers race to secure capacity. The agreement combines large-scale GPU deployments, engineering collaboration, and future equity funding, underscoring how hardware suppliers are becoming strategic partners rather than component vendors across artificial intelligence.
The numbers stand out before the technology does. Anthropic plans to deploy as much as two gigawatts of AMD's Instinct MI450 Series GPUs inside AMD's Helios rack-scale systems, with the first gigawatt scheduled for installation during the first half of 2027. In [...]
The numbers stand out before the technology does. Anthropic plans to deploy as much as two gigawatts of AMD's Instinct MI450 Series GPUs inside AMD's Helios rack-scale systems, with the first gigawatt scheduled for installation during the first half of 2027. In [...]