AI Infrastructure
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Jensen Huang’s future raises questions for AI infrastructure industry
Nvidia CEO Jensen Huang is the face of the AI infrastructure boom. What would his departure mean for the chipmaker and the AI industry?
By Shane Snider • Nov. 9, 2026 -
Google specializes TPUs for agentic, confidential computing
Explore how Google extends its eighth generation of TPUs to specialize in agentic computing and confidential computing.
By Joab Jackson • Nov. 9, 2026 -
Data center boom could hit a political wall after midterms
States where Democrats won key races account for about 45% of planned U.S. data center capacity, putting much of the industry's development pipeline under potential scrutiny.
By Shane Snider • Nov. 6, 2026 -
Prompt: AI’s next bottleneck is outside the data center
The race to build AI infrastructure is running into a growing obstacle: securing the power, permits and public support for data center projects.
By Liz Hughes • Nov. 6, 2026 -
AI spending horror show? Put agents on a budget and demand results
A year's worth of OpenAI charges in one month? That's what a Forrester attendee reported. Here's how CIOs can avoid the next surprise.
By Tim Murphy • Nov. 6, 2026 -
Expert Advice
Navigating hybrid AI adoption for enterprises
Discover how hybrid AI is revolutionizing enterprise environments by combining local and cloud resources for cost savings, performance and flexibility.
By Kerry Doyle • Nov. 5, 2026 -
Enterprises face tougher AI regulatory landscape after midterms
The midterm elections show enterprises should expect stronger restrictions on data center buildout and greater scrutiny of AI.
By Esther Shittu • Nov. 5, 2026 -
AI spending lifts chip, networking, server and power suppliers
Strong earnings show AI demand spreading beyond processors, while rising costs, cash requirements and electrical backlogs pressure the supply chain.
By Shane Snider • Nov. 5, 2026 -
Confluent advances evolution toward becoming AI streamhouse
New features including Lightning Tables to serve agents with live tables advance Confluent's evolution toward becoming an AI streamhouse.
By Eric Avidon • Nov. 4, 2026 -
OpenAI takes data center power-flexibility pledge national
OpenAI wants future data centers to cut power use when grids are strained. Its Georgia campus is the first example, but key details of the agreement remain private.
By Shane Snider • Nov. 4, 2026 -
Google targets agentic AI accuracy with latest flurry of features
New features in Google Cloud's Knowledge Catalog and borderless lakehouse target improving the accuracy of agentic AI tools so outputs can be trusted.
By Eric Avidon • Nov. 4, 2026 -
Opinion
IBM TechXchange 2026: Agents scale when the model has less to guess
IBM addresses agent scalability at the data, functions, permissions and logs level — but can these four layers work together as one system?
By Torsten Volk • Nov. 3, 2026 -
Expert Advice
Why infrastructure spending won’t fix the real AI problem
Organizations are spending billions on data infrastructure for AI, but most still lack the context needed to trust and use that data.
By Mary Pratt • Nov. 3, 2026 -
Podcast
The rise of agentic AI in networking
AI in networking is increasing, but challenges remain.
By Esther Shittu , Shaun Sutner • Nov. 3, 2026 -
Latest Snowflake blast targets trust in AI and efficient development
Features such as Business Ontology and agentic capabilities that act on users' behalf advance Snowflake's platform toward becoming a control plane for AI.
By Eric Avidon • Nov. 3, 2026 -
Data center operators might pay $55 billion under Senate bill
Senate bill could generate $55 billion in data center transmission charges over 10 years, changing how large computing loads pay for grid expansion.
By Shane Snider • Nov. 2, 2026 -
Marvell’s $115 billion Lumentum deal tests merchant silicon business
Marvell is expanding into optical manufacturing as AI connectivity demands grow, raising questions about its relationships with customers that compete in the same market.
By Shane Snider • Nov. 2, 2026 -
Judge derails xAI bid to dismiss data center turbine case
A judge rejected xAI’s bid to dismiss a Clean Air Act lawsuit over trailer-mounted gas turbines powering its Colossus 2 data center in Mississippi.
By Shane Snider • Nov. 2, 2026 -
Q&A
Cloudera CTO: As AI evolves, governance is crucial, but challenging
Despite rising investments in AI development, governance remains a barrier for many enterprises, Cloudera CTO Sergio Gago says in an exclusive interview.
By Eric Avidon • Oct. 30, 2026 -
Google’s ACE offers cloud alternative for agentic isolation
Google steps into the infrastructure-based agentic security fray with Agent Compute Engine, rooting sandboxes in its TPUs.
By Agam Shah • Oct. 30, 2026 -
Expert Advice
The new data center resilience playbook
Explore strategies for enhancing data center resilience, ensuring business continuity and managing risks against disruptions in today's tech landscape.
By Damon Garn • Oct. 29, 2026 -
IBM Automation 2.0 will tighten integrations, unify UI
An IBM exec shares roadmap information for IBM's IT Automation division, including plans to unify a broader set of products into a single console.
By Beth Pariseau • Oct. 29, 2026 -
AMD to invest $1 billion in Meta as Helios systems enter testing
AMD will invest $1 billion in Meta as Helios rack-scale systems enter testing, advancing a multi-year AI infrastructure partnership with up to 6 GW of planned capacity.
By Shane Snider • Oct. 29, 2026 -
Expert Advice
Ways to manage AI model updates without breaking production
Learn how AI model upgrades, version changes and deprecations can affect business workflows and explore AI model update management best practices.
By Abhishek Jadhav • Oct. 29, 2026 -
How Cloudera is evolving to stand out in the AI era
By prioritizing on-premises AI deployments, Cloudera is finding a way to evolve that not only keeps it competitive but differentiates it from its peers.
By Eric Avidon • Oct. 29, 2026