Moor Insights & Strategy
PulseAugur coverage of Moor Insights & Strategy — every cluster mentioning Moor Insights & Strategy across labs, papers, and developer communities, ranked by signal.
1 day(s) with sentiment data
-
AI server vendors shift focus to services amid surging demand
The AI server market is experiencing unprecedented growth, with companies like Dell, HPE, Lenovo, and Supermicro reporting billions in revenue and substantial backlogs. While demand for GPUs, particularly from Nvidia, c…
-
AMD's AI infrastructure push drives 57% data center revenue growth
AMD reported a 57% surge in data center revenue, reaching $5.8 billion in the first quarter, largely driven by demand for its EPYC CPUs and Instinct GPUs. This growth is fueled by increased spending on AI infrastructure…
-
Astera Labs launches new fabric switch to boost AI workload efficiency
Astera Labs has introduced a new smart fabric switch, the Scorpio X-Series, designed to address inefficiencies in AI infrastructure. This new hardware aims to reduce coordination overhead and improve accelerator utiliza…
-
IBM unveils AI operating model for enterprise control and orchestration
IBM is introducing a new "AI operating model" designed to manage enterprise AI systems, focusing on data, agents, and automation across hybrid infrastructures. This strategy aims to move businesses beyond isolated AI pr…
-
Hyperscalers' AI demand outstrips infrastructure, driving massive capital spending
Major hyperscalers like Amazon, Google, and Meta are reporting significant increases in capital expenditures, driven by surging AI demand that is outstripping current infrastructure capacity. These companies are investi…