Analysis: What Nvidia’s Massive Supply-Demand Gap Says About AI Mania
Commentary from Nvidia’s latest earnings shows how it’s helping fuel the market’s fast growth while contributing to industry-wide supply constraints ...
Tag: GPUs
Google Cloud CEO: TPUs Have ‘Faster’ Payback Versus GPUs
‘Our payback period on AI servers, in aggregate, is less than two years. And on our own silicon—it’s half of ...
CrowdStrike SafeMind Gives Frontier AI To Defenders That Doesn’t Just Create ‘More Work:’ Partners
The new SafeMind agentic system, unveiled this week by CrowdStrike CEO George Kurtz, stands out by using frontier AI to ...
Broadcom Q3 Results: CEO Tan Forecasts Surging AI Infrastructure Buildout
‘This is, again, a carefully structured outlook that we believe we can achieve,’ Broadcom CEO Hock Tan says. Broadcom CEO ...
Open Models, Harnesses Key To Making AI-Powered Security ‘Sustainable’: CrowdStrike Partners
The launch of CrowdStrike’s SafeMind frontier AI models, created using Nvidia’s Nemotron open models and specialized harnesses, includes cost reduction ...
CrowdStrike Fal.Con 2026: Biggest Statements From Nvidia CEO Huang, Intel CEO Tan And OpenAI President Brockman
During Fal.Con 2026, Nvidia CEO Jensen Huang, Intel CEO Lip-Bu Tan and OpenAI President Greg Brockman offered predictions about emerging ...
George Kurtz’s 5 Boldest AI Statements At CrowdStrike Fal.Con 2026
The CrowdStrike co-founder and CEO used his Fal.Con keynote to discuss the unprecedented threat of hacking by autonomous agents—and make ...
Jensen Huang: CrowdStrike Is Nvidia’s ‘No. 1 Cybersecurity Partner’
During an on-stage appearance Tuesday with CrowdStrike CEO George Kurtz at Fal.Con 2026, the Nvidia CEO praised the chip giant’s ...
Nvidia Taps 26-Year HPE Sales Veteran Monica Gille To Lead Global Partnerships
One top Nvidia channel partner calls Monica Gille, who left HPE as a top sales executive in July, a champion ...
2026 Annual Report Card Winners: Solution Providers Give Top Grades To Key Vendors
For the 41st year, solution providers scored vendors across 23 technology categories based on their performance in product innovation, support, ...
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