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Gimlet Labs Raises $300 Million to Build Multi‑Silicon Inference Cloud

Gimlet will use the money to scale its software and datacenter operations, aiming for higher inference throughput and lower power use per token.

CoreWeave Signs A100 Rental Into 2029, Forcing Rethink of GPU Depreciation

AMD Agrees to Buy Taalas to Add Model‑Specific Inference Chips

Wall Street Reprices AMD on Rising AI Server Demand

Astera Labs Ships Scorpio X‑Series Switch as Q1 Revenue Hits Record

Arista Seen as AI Networking Leader After Guidance Raises and Analyst Reassessments

Arista Networks Tipped to Top 2026 Guidance as AI Data‑Center Spending Surges

Cisco Tops Q4 Estimates as AI Infrastructure Orders Double to $2 Billion