For Advanced Micro Devices Inc., artificial intelligence has provided a significant tailwind in the server processor market. Five years ago, AMD’s slice of the x86 server processor business stood at 8%. Today, the chipmaker claims a robust 46% revenue share, and it continues to grow. Leaps such as this don’t happen because of mere luck. While ...

When Advanced Micro Devices Inc. held its earnings call in May, Chief Executive Lisa Su told analysts that the current ratio of 4.5 GPUs to 1 CPU will compress toward 1 to 1 as AI agents and inference workloads require more CPU support. Numbers such as these point to a number of factors that go ...

Product listings in AWS Marketplace gained new AI-based features last month in anticipation of continued growth in the use of enterprise agents. Amazon Web Services Inc. unveiled AI-assisted product listings in Product Assistant chat, a feature that helps independent software vendors and consulting partners develop comprehensive product listings for AWS Marketplace using existing digital assets. ...

The emergence of artificial intelligence has raised expectations for enterprise search, but the results do not always inspire confidence. Users may encounter fragmented or irrelevant search results or receive answers that lack the context or security controls needed to determine whether the information is accurate. Coveo Solutions Inc. is addressing these challenges through its AI-Relevance Platform, ...

After eight years as the chief executive of VMware Inc. and nearly four more leading Intel Corp., Pat Gelsinger suddenly found himself retired. Then the phone rang. “Less than two seconds after the Intel departure was announced, Scott called,” Gelsinger (pictured) recalled. “Whether it was opportunistic on his part or God ordained on his part ...

Artificial intelligence is changing the technology equation in numerous ways, including how enterprises approach edge computing. Much of today’s edge infrastructure was not built to support AI workloads. Cisco Systems Inc. is seeking to close that gap with Unified Edge, which earned the company the 2026 Tech Innovation CUBEd Award for the most innovative IoT ...

A new economic analysis from theCUBE Research found that migrating from a fragmented, on-premises data estate to Oracle Corp.’s Autonomous AI Database on Multicloud can deliver meaningful modernization value — and substantially larger returns when organizations use the platform to accelerate AI projects. The report, written by theCUBE Research analysts Dave Vellante and David Floyer, ...

The year 2026 could be remembered as the moment when storage technology received a massive promotion. The reason is that the current transition from simple chatbots to agentic AI systems has raised the stakes for context memory, the relevant information autonomous systems needs to understand and process a task. Supplying agents with data to support ...

For more than 35 years, Dell Technologies Inc. and Microsoft Corp. have collaborated on a wide range of enterprise technology offerings. From support for Azure hybrid cloud to server-based Windows solutions, Dell has a lengthy history of supplying co-developed and integrated products and services with Microsoft. This alliance has become even more important as organizations ...

Agentic AI is driving key technology providers to rethink the computing architecture required to run rapidly expanding autonomous systems. In response to this challenge, two leading tech companies have recently unveiled a key milestone involving system-level validation for an entire rack-scale architecture. In June, CoreWeave Inc. and Nvidia Corp. announced the first bring-up and validation ...