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Quick Take: Qualcomm Acquires VinAI’s MovianAI Division

Steve McDowell April 5, 2025

Qualcomm last week announced its acquisition of MovianAI, the generative AI division of VinAI, a leading Vietnamese AI research firm within the Vingroup ecosystem. The acquisition will enhance Qualcomm’s generative AI R&D capabilities by bringing VinAI’s deep expertise in AI, machine learning, computer vision, and natural language processing to its already-strong arsenal.

Metadata: The Silent Bottleneck in AI Infrastructure

Steve McDowell March 25, 2025

One of the most impactful but underappreciated architectural changes impacting storage performance for AI is how these solutions manage metadata. Separating metadata processing from data storage unlocks significant gains in performance, scalability, and efficiency across AI workloads. Let’s look at why metadata processing matters for AI.

MWC 2025 Playbook: Enterprise IT’s Big AI & 5G Moment

Steve McDowell March 23, 2025

If you blinked, you might have missed the tidal wave of AI, 5G, and cloud announcements at Mobile World Congress 2025. But don’t worry—we’ve got the cheat sheet.

Liquid Cooling is Front & Center at GTC 2025

Steve McDowell March 23, 2025

One thing was clear at the just-wrapped NVIDIA GTC event: the race to cool the next generation of HPC and AI systems is intensifying.

Let’s take a quick look at some of our favorite announcements.

NVIDIA GTC 2025: The Super Bowl of AI

Steve McDowell March 18, 2025

If you thought AI was already moving fast, buckle up, Jensen Huang threw more fuel on the fire. NVIDIA’s GTC 2025 keynote wasn’t just about new GPUs; it was a full-scale vision of computing’s future, one where AI isn’t just a tool — it’s the foundation of everything.

Let’s look at what Jensen talk about during his 2+ hour keynote.

Quick Take: Google’s $32B Wiz Acquisition