The limitations of AI in chip manufacturing

Leaders from Intel, EMD and GlobalFoundries discussed the challenges they see as the semiconductor industry adapts artificial intelligence to get results faster.

By Nathan Owens • May 13, 2025

‘We’re not dabbling here’: AWS backs infrastructure investments as revenues soar

The largest hyperscaler poured billions into cloud capacity during Q1 to meet rising AI demand, CEO Andy Jassy said.

By Matt Ashare • May 2, 2025

Microsoft races to keep up with surging cloud demand

“We are working hard across all of the teams — hardware, software, even the build teams — to get things in place as quickly as possible,” CFO Amy Hood said Wednesday.

By Matt Ashare • May 1, 2025

IBM pledges $150B toward US-based manufacturing, research

The investment plans include $30 billion for domestic mainframe and quantum computing development, the company said Monday.

By Matt Ashare • April 28, 2025

Intel forecasts Q2 revenue dip, trims headcount under new CEO

The company expects revenue to drop by as much as 12% due in part to “very fluid trade policies” in the U.S., CFO David Zinsner said Thursday.

By Roberto Torres • April 25, 2025

IBM touts software segment gains as infrastructure revenue falls

Despite tariff-driven economic uncertainty, the company has not seen a major shift in IT buying behavior, IBM CEO Arvind Krishna said Wednesday.

By Matt Ashare • April 24, 2025

Why CIOs should prioritize IT modernization

Technology leaders must find ways to maximize productivity gains while minimizing disruption as they choose the most pressing upgrades.

By David White • April 17, 2025

US launches probe into semiconductor imports

The federal investigation comes ahead of anticipated tariffs on the industry.

By Philip Neuffer • April 15, 2025

Nvidia vows to invest up to $500B in US chip manufacturing

“The engines of the world’s AI infrastructure are being built in the United States for the first time,” company founder and CEO Jensen Huang said Monday.

By Matt Ashare • April 15, 2025

Tariff threats spark surge in PC shipments

As vendors raced to stockpile U.S. inventory, end-users remained cautious during the first quarter of the year, Gartner's Rishi Padhi said.

By Matt Ashare • April 14, 2025

Massive cloud revenues drive hyperscaler building boom

Digital services revenues grew 13% in 2024, as cloud, SaaS and AI platform consumption fueled data center investments, according to Synergy Research Group.

By Matt Ashare • April 11, 2025

How Trump’s tariff regime is cutting into IT budgets

“The uncertainty level is already creating fertile ground for cutbacks,” IDC’s Stephen Minton said Wednesday, hours before the White House announced a 90-day pause.

By Matt Ashare • April 10, 2025

IBM powers up AI-ready z17 mainframe

The product line, designed to handle AI workloads, will begin shipping this summer.

By Matt Ashare • April 8, 2025

CIOs grapple with cloud cost paradox

Enterprises spend more than anticipated on the technology yet still report saving money, according to an Azul report.

By Matt Ashare • April 1, 2025

Kyndryl fires up Google Cloud analytics, AI to drive mainframe modernization

The partnership will help enterprises translate COBOL code to Java and migrate on-prem applications to cloud environments.

By Matt Ashare • March 27, 2025

Cloud data centers get bigger, denser amid AI building boom

AWS, Microsoft and Google accounted for 59% of all hyperscale compute capacity as the number of large facilities grew to more than 1,100 last year, Synergy Research Group said.

By Matt Ashare • March 21, 2025

Nvidia mobilizes IT partners to spread the AI gospel

The GPU giant expanded its alliances with Accenture, IBM, Oracle and other key technology providers at the annual GTC conference this week.

By Matt Ashare • March 20, 2025

Data center investments surged to $455B last year: report

Dell’Oro Group expects compute demand to drive a 30% increase in cloud infrastructure capital expenditures in 2025.

By Matt Ashare • March 20, 2025

Oracle pours $5B into UK cloud expansion

The investment will help the company build its global compute capacity and support AI development.

By Matt Ashare • March 17, 2025

Broadcom sees software segment soar on the back of private cloud adoption

The chipmaker also added four hyperscale customers to its booming hardware business, CEO Hock Tan said Thursday.

By Matt Ashare • March 7, 2025

Nvidia eyes everyday AI to sustain rapid revenue growth

The chipmaker saw quarterly revenues nearly double year over year to almost $40 billion as it ramped up production of the Blackwell GPU family.

By Matt Ashare • Feb. 27, 2025

Data center vacancies hit historic lows despite capacity buildouts

Rental rates in Northern Virginia, Atlanta and other key markets increased 12.6% during the last half of 2024, according to CBRE research.

By Matt Ashare • Feb. 26, 2025

Akamai chases billions in revenue as cloud business expands

The company grew its distributed network to 41 locations in 36 cities globally last year and plans to add container services to its platform, CEO Tom Leighton said Thursday.

By Matt Ashare • Feb. 21, 2025

Global tech spend to approach $5 trillion this year: Forrester

The U.S. market is expected to exceed $2 trillion for the first time, with financial services and insurance leading the charge, the analyst firm said.

By Matt Ashare • Feb. 20, 2025

AI hardware spending soared last year, thanks to cloud

Hyperscalers and digital service providers will push global AI infrastructure spending past $200 billion by 2028, according to IDC.

By Matt Ashare • Feb. 19, 2025