Moor Insights & Strategy
PulseAugur coverage of Moor Insights & Strategy — every cluster mentioning Moor Insights & Strategy across labs, papers, and developer communities, ranked by signal.
3 天有情绪数据
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US backs IBM, D-Wave with $1B+ for quantum computing manufacturing
The U.S. government is expanding its industrial policy beyond semiconductors and AI to include quantum computing, with significant federal funding initiatives. IBM plans to establish America's first dedicated quantum fo…
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AWS integrates custom Graviton chips into Redshift analytics stack
Amazon Web Services has launched new Graviton-powered RG instances for its Redshift data warehousing service. These instances integrate data warehouse and data lake analytics, aiming to improve performance and reduce co…
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AI server vendors shift focus to services amid surging demand
The AI server market is experiencing unprecedented growth, with companies like Dell, HPE, Lenovo, and Supermicro reporting billions in revenue and substantial backlogs. While demand for GPUs, particularly from Nvidia, c…
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AMD's AI infrastructure push drives 57% data center revenue growth
AMD reported a 57% surge in data center revenue, reaching $5.8 billion in the first quarter, largely driven by demand for its EPYC CPUs and Instinct GPUs. This growth is fueled by increased spending on AI infrastructure…
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Astera Labs launches new fabric switch to boost AI workload efficiency
Astera Labs has introduced a new smart fabric switch, the Scorpio X-Series, designed to address inefficiencies in AI infrastructure. This new hardware aims to reduce coordination overhead and improve accelerator utiliza…
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IBM 发布企业控制和编排人工智能操作系统
IBM 正在推出一款新的“人工智能操作系统”，旨在管理企业人工智能系统，专注于混合基础设施中的数据、代理和自动化。该战略旨在推动企业超越孤立的人工智能项目，转向将人工智能融入核心运营的集成系统。该公司强调在更靠近本地数据的地方运行人工智能，并指出了管理不同人工智能代理的挑战以及对中立编排层的需求。