Neocloud Enters Its Consolidation Era: What’s Driving It and What It Means for AI Buyers

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Over the last two years, a new class of GPU-first Neocloud providers such as CoreWeave, Lambda, Voltage Park, Crusoe, and others has moved from niche to necessary. They stand out for their cutting-edge accelerators, near bare-metal performance, faster time to capacity, and flexible terms for AI workloads including shorter commitments, lower egress fees, and container-native […]

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Why ARM May Struggle to Dominate AI Servers and How the Intel + NVIDIA NVLink Deal Reinforces x86

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The big question in AI infrastructure Every year, new GPUs and super chips dominate headlines. But behind every GPU cluster sits a crucial decision: which CPU architecture should host it, ARM or x86? ARM has surged in visibility thanks to NVIDIA Grace, AWS Graviton, and AmpereOne. But despite rapid growth, ARM still isn’t the dominant […]

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Intel Gaudi 3 PCIe: A Game Changer for AI Workloads Beyond OAM

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Intel’s Gaudi 3 AI accelerator has been a significant advancement in AI hardware, previously available primarily in the OAM (Open Accelerator Module) form factor. The introduction of the PCIe version marks a pivotal shift, enabling broader adoption and integration into existing enterprise infrastructures. What Is Intel Gaudi 3 PCIe? The Intel Gaudi 3 PCIe (HL-338) […]

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Why NVIDIA AI Accelerators Perform Best with Intel Xeon CPUs vs AMD EPYC

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As AI adoption accelerates across industries, the choice of hardware becomes critical in optimising performance and efficiency. While NVIDIA AI accelerators like the H100, H200, and the recently announced B200 are leading the charge in AI workloads, their performance is not determined by the GPU alone. The CPU plays a crucial role in maximising throughput, […]

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