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    Three insights you might have missed from theCUBE’s coverage of Microsoft Ignite

    Artificial intelligence is shifting from simple copilots to full-fledged agents embedded into every layer of one’s data infrastructure. At Microsoft Ignite 2025, Microsoft Corp. laid out its AI roadmap, alongside partners Dell Technologies Inc., Oracle Corp. and other industry players. The event featured announcements for over 70 products, including Agent ...


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      Resetting GPU depreciation: Why AI factories bend, but don’t break, useful life assumptions

      Much attention has been focused in the news on the useful life of graphics processing units, the dominant chips for artificial intelligence. Though the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like central processing units before, have a significantly longer ...