Qualcomm's Data Center Business Has Hyperscaler Customers. Now It Spans the Device and the Rack
AI Infrastructure · Compute and Hardware Qualcomm expects Amazon data center revenue to begin in the December quarter. ...
Latest Analysis
AWS Launches Kiro Bots So Developers Can Give AI Agents Standing Jobs
AI Agents · Developer Tools Bots in Kiro Crew are named AI agents that each own one ongoing part of a developer's w...
Cloudflare Speeds Up to 39% Growth as AI Agents Test Its Margins
Earnings Analysis · Cloud & Security Cloudflare reported its fastest revenue growth in nearly four years and a record non-G...
Jensen Huang Sells Invisible Infrastructure the Way Steve Jobs Sold the iPhone
AI Infrastructure · Tech Marketing At BoxWorks 2026, NVIDIA's CEO explained AI agents and secure runtimes in words a bo...
New AI Computing Moves Into Existing Telecom Sites as NVIDIA and Nokia Give Operators an Option Beyond New Campuses
Network Tier · AI Infrastructure Telecom operators are installing AI servers in switching offices and cell sites they a...
Palo Alto Networks Eyes $500 Million Clutch Deal to Track AI Agent Credentials
Security · Identity · M&A Palo Alto Networks is in talks to buy Clutch Security, an Israeli startup whose software finds the...
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