Hardware

Accelerators, servers and infrastructure for modern computing

Cloud infrastructure

AWS plans two million additional NVIDIA GPUs for 2027–2028

The accelerators are planned for 2027–2028. The agreement covers hosted models, data search and robotics as well as rented servers.

Data centers

Cisco plans liquid-cooled AI racks. Why servers and networking both need it

Cooling every component with air becomes harder in dense AI systems. Cisco includes both computing nodes and networking equipment in its liquid-cooling design.

Private AI

A model in hours: what Broadcom announced in VMware AI Factory

Broadcom combines hardware setup and model deployment in a private cloud. VCF 9.1.1 already supports model sharing; automatic resource expansion is still in development.

Hardware

Minisforum N5 MAX puts shared files and a local model on one machine

The N5 MAX-P495 combines disk storage and model computing. At the same show, Minisforum also introduced a separate workstation for heavier processing.

Workstations

Supermicro sells a $92,887 AI workstation. What its 748 GB of memory includes

Super AI Station can accommodate a model too large for an ordinary graphics card. Its 748 GB combines two different kinds of memory, with consequences for speed.

Embedded systems

Jetson Orin Nano 2: why 78 TOPS does not explain a robot’s speed

The module promises twice the inference performance despite a modest rise in peak compute. The same form factor, higher memory bandwidth and lower thermal load may matter more — but the product is not shipping yet.

AI infrastructure

Alibaba Raised $10 Billion for AI: What It Changes for Qwen and Russian Businesses

Alibaba is selling HK$80 billion in new shares and says all net proceeds will go to AI. For a Russian business, the important question is not whether Qwen wins another benchmark, but where to run it: in an external cloud, with a local provider, or on an in-house server.

AI infrastructure

Can Russian Businesses Buy Huawei Atlas 950 — and Who Needs Chinese AI Servers?

Huawei has shown Atlas 950 SuperPoD with 1,024 Ascend 950 accelerators and says availability will begin in Q4 2026. For a Russian business, this is not yet an off-the-shelf product; it is a reason to test the workload, software stack, facility, and economics of a Chinese AI infrastructure purchase now.