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    Stu Miniman, senior director market insights, hybrid platforms, at Red Hat, talks to theCUBE about the Red Hat-Nvidia partnership and the Nvidia ecosystem during theCUBE + NYSE Wired: AI Factories - Data Centers of the Future interview series.AI play_arrow

    How Red Hat and the Nvidia ecosystem are standardizing AI factories

    The Nvidia ecosystem is quickly becoming the control plane for AI infrastructure. The shift isn’t just about GPUs anymore. As enterprises move from experimentation to scaled deployment, the market is consolidating around a standardized stack where Linux and Kubernetes integrate tightly with Nvidia hardware, and the Red Hat–Nvidia partnership reflects ...


      CLOUD

      Cloud earnings bring capex clarity, concern and confusion

      This winter’s 2026 hyperscale earnings prints from Meta Platforms Inc., Microsoft Corp,, Alphabet Inc. and Amazon.com Inc. made it quite clear that capital expenditures are accelerating. Combined, these four firms will spend more than $615 billion in capex this year, an increase of approximately 70% over what was already considered an inflated ...