AI factories

Western miners dig a glowing GPU mother lode while tiny robots buy crates of CPU chips at an edge trading post
Cloud

The GPU gold rush creates a CPU opportunity — and Akamai knows it

Akamai COO Adam Karon says AI agents will shift work from GPUs to CPUs at the network edge, opening a market for CPU makers and networking firms.
Stephen M. Saunders MBE Nov 10, 2026 4:19pm
Arista logo in dark metal lettering mounted on the glass-and-white facade of an office building against a clear blue sky wit

Arista CEO Jayshree Ullal: The AI network can pay for itself

Nov 5, 2026 2:14pm
An engineer holds a tablet projecting a glowing blue holographic machine that connects via data light trails to a real machin

Opinion: The AI factory is leaving the data center

Oct 12, 2026 12:58pm
Metas logo

Meta eyes AI cloud gold rush, but faces a full-stack fight

Jul 1, 2026 1:10pm
data center dollars

Applied Digital inks $7.5B lease for fourth AI factory campus

May 20, 2026 4:38pm
Red Hat executive panel

Red Hat CTO says these are 3 big things it’s working on with telcos

May 14, 2026 10:30am