Oracle has become a central AI infrastructure provider with massive cloud RPO, positioning OCI and Oracle AI Database to drive long-term inferencing and revenue growth.
Qualcomm's ARM racks challenge AI competition in the data center
Qualcomm will enter data-center AI inferencing with rack-scale AI200 (2026) and AI250 (2027), emphasizing high memory capacity, energy-efficient near-memory computing, and a rich software stack.
NetApp goes all out for AI with AFX and AI Data Engine
NetApp AFX delivers a storage layer and AI Data Engine optimized for inferencing workloads to address infrastructure shortcomings that cause AI project failures.