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Even as demand for data infrastructure surges to an all-time high, Equinix is planning to lay off 3% of its workforce, suggesting a growing skills mismatch in the industry. According to Goldman Sachs , datacenter demand in the US alone is projected to nearly triple by 2030, driving more than $1 trillion in investment.
Lightmatter has announced new silicon photonics products that could dramatically speed up AI systems by solving a critical problem: the sluggish connections between AI chips in datacenters. For enterprises investing heavily in AI infrastructure, this development addresses a growing challenge. Lightmatter, valued at $4.4
At next months Optical Fiber Communication Conference and Exhibition (OFC), many of the technologies that are driving current and future Ethernet development will be on full display by the Ethernet Alliance, which is set to unveil its tenth anniversary Ethernet roadmap. What are the priorities for the development of these interconnects?
In large-scale AI datacenters with thousands of switches, this equates to hundreds of thousands or even millions of transceivers. The former is built for AI datacenters that use Ethernet, while providing significantly more bandwidth than traditional Ethernet setups. The Ethernet switches are coming to market in 2026.
Hosting and colocation giant Equinix is sunsetting its bare-metal infrastructure-as-a-service (IaaS) offering by June 2026. We plan to use this tech stack internally, so while we wont be developing new features for Metal, we will ensure the continued performance, security, and stability of the Metal product until it is sunset.
Datacenter power constraints and burgeoning AI workloads have companies scrambling to find new sources of electricity. That’s why, in an effort to find new energy sources—and in the face of the push to make it clean energy—datacenter owners are turning to nuclear power. times the 2023 level. times the 2023 level.
The rapid expansion of AI and generative AI (GenAI) workloads could see 40% of datacenters constrained by power shortages by 2027, according to Gartner. The surge is attributed to the increased deployment of large-scale language models (LLMs) and complex algorithms that require massive data processing capabilities.
growth this year, with datacenter spending increasing by nearly 35% in 2024 in anticipation of generative AI infrastructure needs. Datacenter spending will increase again by 15.5% in 2025, but software spending — four times larger than the datacenter segment — will grow by 14% next year, to $1.24
Nvidia CEO Jensen Huang shared previously unreleased specifications for its Rubin graphics processing unit (GPU), due in 2026, the Rubin Ultra coming in 2027, and announced the addition of a new GPU called Feynman to the mix for 2028. Your revenues are power limited. This is no different than many other industries, Huang said.
By 2026, 30% of enterprises will automate more than half of their network activities, according to Gartner. Gartner also points to skill acquisition and development as a driver, because infrastructure and operations leaders need to meet increased expectations of reliability and performance.
Artificial intelligence (AI) has upped the ante across all tech arenas, including one of the most traditional ones: datacenters. Modern datacenters are running hotter than ever – not just to manage ever-increasing processing demands, but also rising temperatures as the result of AI workloads, which sees no end in sight.
The reality of what can be accomplished with current GenAI models, and the state of CIO’s data will not meet today’s lofty expectations.” GenAI will easily eclipse the effects that cloud and outsourcing vendors had on previous years regarding datacenter systems,” according to Lovelock. “It
billion in 2026 though the top use case for the next couple of years will remain research and development in quantum computing. This means that they have developed an application that shows an advantage over a classical approach though not necessarily one that is fully rolled out and commercially viable at scale.
Providers are making plans to effectively and sustainably move to higher speeds such as 400G Ethernet, 800G Ethernet and beyond, while at the same time they’re also trying to develop advanced technologies to support AI networks. Efforts to develop more energy efficient technologies for optical networks and interfaces are also in the works.
That’s what happened this week when AMD and Intel – along with Broadcom, Cisco, Google, Hewlett Packard Enterprise, Meta and Microsoft – formed the Ultra Accelerator Link (UALink) Promoter Group to develop high-speed interconnections between AI processors. Products could appear next year, with implementation potentially around 2026.
billion in the Middle East kingdom to build datacenters and a significant cloud presence in the region. AWS also will provide additional cloud-computing training for Saudi Arabian students, developers, and technical and nontechnical professionals of all genders through various offerings.
Nvidia CEO Jensen Huang disclosed the company’s next-generation AI-accelerating GPU platform, set for release in 2026, during his keynote address at Computex as the massive tradeshow wrapped up earlier this month. Come 2026, we’ll see the Rubin architecture. Robots interacting with robots, building products that are robotic.
In a very big win for its foundry business, Intel announced it has signed a multi-year, multi-billion-dollar deal with AWS to co-develop an “AI fabric chip” using Intel’s 18A chip fabrication process. billion in its datacenter operations for AWS in central Ohio. As part of the deal, Amazon will invest $7.8
Surging demand for AI computing power will strain the supply chains for datacenter chips, personal computers, and smart phones, and, combined with “continued geopolitical tensions and other supply risks, could trigger the next semiconductor shortage,” a report released Tuesday by Bain & Company stated.
As businesses digitally transform and leverage technology such as artificial intelligence, the volume of data they rely on is increasing at an unprecedented pace. Analysts IDC [1] predict that the amount of global data will more than double between now and 2026. Find out more on the Veeam website. [1]
Here’s a recap of some of the latest industry research, hiring statistics, and certification trends that impact today’s network professionals, infrastructure and operations (I&O) leaders, and datacenter teams. November 2023 Careers, DataCenter, Networking Check back for regular updates.
“We started Lumen with the mission of launching a constellation of orbital datacenters for in-space edge processing,” Oltean explained in an email. “Essentially, other satellites will send our constellation the raw data they collect. What about customers?
The largest of the three lines, “tech foundations,” bundles together what Atos calls its “mature” businesses: datacenters and hosting; the digital workplace; unified communication and collaboration; and business process outsourcing. Bihmane has already set out his strategy to restore TFCo’s growth, profitability, and cashflow by 2026.
New York-Presbyterian will also invest in zero trust this year, adding a security operations center (SOC) for 24/7 network monitoring as well, Fleischut says. Cold: On-prem infrastructure As they did in 2022, many IT leaders are reducing investments in datacenters and on-prem technologies. “We
The country’s strategic pivot to digital transformation, being the first in the region to adopt a Cloud-First policy, attracted AWS to setup in-country datacenters, further accelerating the adoption of cloud services, which is expected to contribute $1.2 So why did AWS select Bahrain? In Bahrain, the figure is over 40%.
Some of them were originally developed and operated by Accenture, a Deutsche Telekom spokeswoman said via email. Looming deadline “Migration to Rise should be finished by 2026,” she wrote. Those systems are used by national operating companies in Germany and across the European Union.
In fact, in a recent IDC study , 60% of CIOs stated they are already planning to modify their operating model to manage value, agility, and risk by 2026. Expanding the cloud operating model also sets the stage for better collaboration between network, development, and cloud operations.
Saleh explained how Eviden plans to raise capital to develop its business after the Tech Foundations sale. Declining market share Philippe Oliva, Atos co-CEO in charge of Eviden, outlined how the company plans use that capital, growing revenue by 7% annually through 2026. It has already raised €700 million this way over the last year.
By 2026, retailers’ global investments in digital transformation tools are expected to reach $388 billion , growing by 18% a year. Outside IT providers that work on data solutions across industries can help retailers approach transformations from a new vantage point.
(Helion Photo) The rapid growth of artificial intelligence is driving new demand for cloud computing infrastructure operated by tech giants including Amazon and Microsoft, which are investing billions of dollars each year into the construction of datacenters that gobble massive amounts of energy. In the U.S.
EU-funded project is set to change the course of digital storage by launching datacenters into space, aiming to reduce Earth-bound energy consumption and enhance data sovereignty. Datacenters, critical for digital progression, consume substantial electricity and water to operate and cool their servers.
A 122% rise in datacenter revenue in Q3 solidified CEO Lisa Su’s confidence in demand from cloud providers for AI infrastructure development. Nevertheless, AMD projects strong growth in the AI space, increasing its full-year sales estimate for AI-accelerators to over $5 billion from an earlier forecast of $4.5
If you have a datacenter that happens to have capacity, why pay someone else?” The bad guys also get a head start on their jailbreaking since they can see the system prompt the model uses and any other guardrails that the model developers may have built. Many model developers are talking about using curated data,” she says.
Paige Vickers/Vox; Getty Images The energy needed to support data storage is expected to double by 2026. Included for the first time were projections for electricity consumption associated with datacenters, cryptocurrency , and artificial intelligence. Servers at datacenters also heat up.
But only in recent years, with the growth of the web, cloud computing, hyperscale datacenters, machine learning, neural networks, deep learning, and powerful servers with blazing fast processors, has it been possible for NLP algorithms to thrive in business environments. by 2025, according to IDC. NLP will account for $35.1
Alphabet’s Google, along with TPG Rise Climate and other investors, has invested over $800 million in clean energy developer Intersect Power to expand its datacenter capacity amidst the growing demand driven by AI technologies. The move addresses the challenges faced by the U.S. gigawatts of solar projects and 2.4
CEO Jensen Huang confirmed that while the tech boasts superior energy efficiency and speed, it’s not quite reliable enough for Nvidia’s flagship products, as stated during the company’s annual developer conference. Nvidia isn’t sidelining optical tech entirely. Greater signal: 63x greater signal integrity.
Instead, he’s implementing a dual-track strategy: to limit generative AI utilization through strict policies, while rapidly developing and piloting approved and safe applications. “If The consultancy predicted in March 2023 that by 2026, 5% of employees will engage in unauthorized use of generative AI in their organizations. “If
Super Micro revises revenue forecast, eyes $40 billion in 2026 CEO Charles Liang expressed confidence that the company will meet the U.S. Super Micro anticipates reaching $40 billion in revenue in fiscal 2026, significantly higher than analysts’ expectations of $30 billion, according to LSEG. per share on sales of $5.77
The companys graphic processing units (GPUs) are crucial for AI infrastructure development, enabling rapid processing essential for large language model training and AI inference. Microsoft is also expanding its datacenter network across the globe to meet growing demand. Given Microsofts previous fiscal year capex of $44.5
By developing custom silicon, OpenAI aims to reduce dependence on external suppliers like NVIDIA, whose GPUs dominate the AI chip market. The chips are expected to be manufactured by TSMC, the world’s largest semiconductor foundry, starting in 2026.
Analysts expressed concerns over Micron’s outlook, predicting adverse impacts on earnings and revenue for fiscal years 2025 and 2026. Citi, however, maintained a buy rating but lowered its earnings projections for 2025 and 2026, now estimating fiscal-year EPS of $6.75 and $13.31, and revenue of $34.6 billion and $45.0
This professional-grade GPU is tailored for game developers, AI professionals, and data-heavy workflows, coming in Max-Q and server variants. This efficiency boost translates to 50 times more revenue potential for datacenters utilizing Blackwell GPUs over previous Hopper-based architectures.
Satellite 2023 via YouTube) After years of development, Amazon is showing off the antennas it plans to use for it s Project Kuiper satellite broadband network — and says it plans to begin offering beta service for large customers next year. The smallest antenna, still under development, is just a little bigger than an ebook reader.
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