IBM's $11B Confluent acquisition completes its hybrid cloud stack, with Kafka streaming joining Red Hat and HashiCorp for enterprise AI infrastructure.
The leaders of AMD and IBM are looking at the same artificial intelligence boom and seeing something very different from a speculative bubble. They see a once in a generation infrastructure buildout ...
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IBM CEO says trillions for AI data centers won't pay at today's costs
Investors are racing to pour unprecedented sums into artificial intelligence infrastructure, but the basic economics are starting to look strained. IBM chief executive Arvind Krishna is now warning ...
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