The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
…Including both products and services, we reckon the datacenter drove $2.36 billion in sales in Q4 2025, up 28.9 percent, and operating income was $981 million, up 29.2 percent…
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Custom Compute Engine Biz Growing More Than Marvell Ever Hoped
…open up a $50 billion TAM. But it did.” “And one of the strategic rationales that I had for that deal was that it would put Marvell in a product area where…
AI Servers Finally Dominate Dell’s Systems Business
…In the quarter, Dell had $27.62 billion in product sales, up 53 percent year on year. Services revenues were $5.76 billion, off 2 percent. Add it up, and total revenues…
Big Blue Poised To Peddle Lots Of On Premises GenAI
…IBM does not report server revenues uniquely, but did say that System z sales were up 67 percent while sales of Power Systems and storage products together – what it calls “distributed infrastructure…
Scaling The Storage Pyramid With Micron’s Datacenter Memory And Flash
…We anticipate HBM4 to ramp up in high volume for the industry in calendar year 2026. TPM: Can you maintain that performance and power gap with the competition with HBM4 and HBM4E…
As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
…re preparing Rubin to be in production this time next year, maybe slightly earlier,” Huang said. “So every single year, we are going to come up with the most extreme co-design…
If You Can Make A Compute Engine, You Can Sell A Compute Engine
…back generation products that are cheaper to make and more profitable at this point, too. In the March quarter, AMD brought in a total of $10.25 billion, up 37.8 percent…
Taalas Etches AI Models Onto Transistors To Rocket Boost Inference
…Now, the first way we came up with to do it – and basically the only way we could see at the time that would produce a product on a predictable timeline, because…
AI Will Soon Drive A Third Of TSMC’s Business
…That revenue per wafer was up 9.8 percent year on year from the $7,832 level set in Q1 2025, but only up 1 percent sequentially. Add all those wafers and…
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
…In the quarter, Google booked $113.83 billion in sales, up 18 percent year on year, with net income of $34.46 billion, up 29.8 percent. Despite spending $27.85 billion…