AI bubble? What AI bubble? Datacenter investors all in despite whispers of a pop
Billions continue to pour into bit barns across the globe
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14 Mar 2025 | 38
AMD has revealed it's scored a big customer for its Pensando Data Processing Units (DPUs, aka SmartNICs): Microsoft’s Azure cloud, which is offering them as a service. The DPUs rated a mention from AMD CEO and chair Lisa Su on AMD's Q1 2023 earnings call, as well as a post explaining that the accelerators power Microsoft's …