Hardware & Infrastructure


  • The CoreWeave name and logo displayed on digital billboards in Times Square for the neocloud provider's IPO on March 28, 2025 in NYC.
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    Michael M. Santiago / Staff via Getty Images
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    CoreWeave, Google Cloud link up for AI training, inference

    The AI cloud provider is among a growing list of vendors attempting to make it easier for clouds to work together.

    By April 22, 2026
  • The AWS Amazon Web Services pavilion stands are seen at the 2025 Hannover Messe industrial trade fair on March 31, 2025 in Hanover, Germany.
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    Sean Gallup / Staf via Getty Images
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    Amazon adds $25B to Anthropic AI infrastructure deal

    The deal will equip AWS customers with built-in guardrails to use Claude in an enterprise setting, Gartner Distinguished VP Analyst Jason Wong said.

    By April 21, 2026
  • Semiconductor industry calls for more robust, strategic industrial policy

    Expanded, proactive chip investments under the Chips and Science Act and other measures would help the U.S. compete with China, witnesses said at a House Energy and Commerce subcommittee hearing.

    By Jeffrey Kinney • April 20, 2026
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    Ethan Miller / Staff via Getty Images
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    Albertsons lays out $2B spending plan to scale AI, boost productivity

    The grocer is centering its transformation efforts around technology and AI to pursue growth, CEO Susan Morris told investors.

    By April 16, 2026
  • A sign reads "Bank of America" with the company's logo shown below.
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    Justin Sullivan / Staff via Getty Images
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    Bank of America tech chief shares AI strategy focus

    Chief Technology and Information Officer Hari Gopalkrishnan described how the bank is advancing its AI journey during the Semafor World Economy 2026 event.

    By April 14, 2026
  • A close up image of a computer RAM memory chip.
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    ‘Memflation’ pushes semiconductor market across $1.3 trillion threshold

    Gartner expects DRAM and NAND flash costs to more than double this year, disrupting component supplies into 2028, the firm said Wednesday.

    By Matt Ashare • April 13, 2026
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    Pep Boys names CIO to drive technology strategy

    Nik Umrani will work to align AI capabilities with the auto company’s business objectives, focusing on growth and operational efficiency.

    By April 10, 2026
  • A pedestrian walks in front of a new logo and the name 'Meta' on the sign in front of Facebook headquarters on October 28, 2021 in Menlo Park, California.
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    Justin Sullivan via Getty Images
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    CoreWeave, Meta strike $21B deal to boost compute

    The expanded infrastructure partnership showcases the continued rise of specialized AI cloud providers as compute demand increases.

    By April 9, 2026
  • In an aerial view, an Amazon Web Services data center is shown situated near single-family homes on July 17, 2024 in Stone Ridge, Virginia.
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    Nathan Howard via Getty Images
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    Hyperscalers will own two-thirds of data center capacity by 2031

    Enterprise AI demand has driven leading providers to boost infrastructure investments, according to a Synergy Research Group report.

    By April 8, 2026
  • The Claude by Anthropic app.
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    Michael M. Santiago via Getty Images
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    Anthropic adds compute power with Google, Broadcom deals

    The partnerships give CIOs confidence that model providers are acquiring the capacity to power enterprise AI, Gartner VP Analyst Alastair Woolcock said.

    By April 7, 2026
  • A tech worker eviews code on a computer screen
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    Insurance industry still stuck in AI pilot phase, report finds

    Companies in the sector are struggling to connect AI investments to returns, according to a Simplifai report.

    By April 6, 2026
  • An IBM sign stands outside an IBM building May 10, 2005 in downtown Chicago, Illinois.
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    Tim Boyle / Staff via Getty Images
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    IBM, Arm team up to tackle enterprise AI workloads

    Their dual-architecture hardware stands to expand mainframe use cases, including reducing barriers for VMware migrations, a Gartner analyst said.

    By April 2, 2026
  • A picture of a hand touching a cloud icon on a screen.
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    Cloud spend rises as hyperscalers race to meet demand

    AI infrastructure investments soared as global cloud spend reached $110 billion in the final quarter of 2025, according to an Omdia report.

    By March 27, 2026
  • A bank branch building features the "Bank of America" name and logo in front of sunny skies.
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    Brandon Bell / Staff via Getty Images
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    Bank of America’s wealth management firms roll out AI tool

    AI-Powered Meeting Journey leans on Salesforce CRM data to gather materials, summarize meetings and provide natural language assistance to financial advisors.

    By March 26, 2026
  • Dollar sign over an AI brain on a circuit board. Representing rising CFO spending on artificial intelligence.
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    AI inference costs set to plunge: Gartner

    But CIOs likely won't see any savings as model sizes go up and functionality becomes more advanced, the analyst firm said.

    By March 25, 2026
  • An aerial view of a large cloud data center complex situated near single-family homes on July 17, 2024 in Stone Ridge, Virginia.
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    Nathan Howard / Stringer via Getty Images
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    Data center buildouts slowed late last year — finally

    Despite ongoing hyperscaler infrastructure investments and record compute demand, construction declined for the first time since 2020, CBRE research found.

    By Matt Ashare • March 24, 2026
  • Nvidia Voyager corporate office in Santa Clara, California.
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    Courtesy of Nvidia
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    For vendors, Nvidia GTC is now a ‘tour of dependency’

    Nvidia is "the picks-and-shovels merchant for the entire AI gold rush,” said Alan Pelz-Sharpe, founder of Deep Analysis.

    By March 17, 2026
  • The IBM logo is imprinted on a cube display in front the company's offices in Buenos Aires.
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    Getty Images
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    IBM, Nvidia tackle AI data woes

    Infrastructure integrations will speed up queries, improve document scanning and expand storage capabilities, the two companies said Monday at GTC 2026.

    By Matt Ashare • March 16, 2026
  • open banking CFPB regulations fintechs apps banks
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    Banks struggle to scale AI as legacy tech devours IT budgets

    With AI initiatives stuck in the pilot phase, more than 80% of executives are failing to see anticipated gains from investments, a Capgemini report found.

    By March 16, 2026
  • A Lenovo device picturing insights.
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    Permission granted by Lenovo
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    Dallas Cowboys’ CIO breaks down data silos amid modernization

    CIO Matt Messick said the IT unit plans to launch an AI dashboard at AT&T Stadium, where FIFA World Cup games will take place in June.

    By March 12, 2026
  • HPE, Juniper, Cisco, DOJ
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    HPE warns of rising server and storage prices

    The company is preparing to navigate commodity shortages in 2026 and anticipates higher prices to continue into 2027.

    By March 10, 2026
  • A sign is posted in front of a Broadcom office on December 12, 2024 in San Jose, California.
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    Justin Sullivan / Staff via Getty Images
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    Broadcom expects AI to power VMware revenue growth

    “We are confident that the growth in generative and agentic AI will create the need for more VMware, not less,” CEO Hock Tan said.

    By March 5, 2026
  • A glass office building facade with the Dell corporate logo is pictures.
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    Dell reacts to memory chip crunch as PC, server revenues soar

    “We're compressing discounting,” COO Jeff Clarke said Thursday. “Our quotes are valid for the shortest period of time they've ever been.”

    By Matt Ashare • March 2, 2026
  • Attendees walk through an expo hall during AWS re:Invent 2025 conference at The Venetian Convention and Expo Center on Dec. 2, 2025 in Las Vegas
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    Noah Berger / Stringer via Getty Images
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    AWS gains enterprise edge with OpenAI partnership

    The tech giant’s deal to exclusively distribute OpenAI Frontier is a “gamechanger,” said Gartner Distinguished VP Analyst Jason Wong.

    By Feb. 27, 2026
  • A red and white HSBC logo is prominently displayed on a warm, neutral stucco wall.
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    Alamy
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    HSBC names generative AI a leading investment area

    The global bank plans to use the technology for employee assistance, process reengineering and customer experience.

    By Feb. 26, 2026