CoreWeave Takes As Much Financial Engineering As It Does Datacenter Design
…the order of $113 billion to build out that unused capacity, which might rent for 4X to 5X that amount on a one of the big cloud builders over a bunch of…
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The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
…Of the slightly more than $9 billion in sales that Arista had for 2025, 48 percent of that came from the “cloud titans,” what we call the hyperscalers and cloud builders. That…
HPE Catches Its First GenAI Wave With Enterprises, Sovereigns, And Neoclouds
…The Cloud & AI group had $7.71 billion in sales, which combines servers, storage, and financial services and which grew by 22.9 percent. Operating income was up by 2.3X to…
The GenAI Battle Shifts From Frontier Models To Agentic Platforms
…The plan this year is for capex investment to his $175 billion to $185 billion, with more than half of Google’s machine learning compute going toward the cloud business. Google Cloud…
Big Blue Poised To Peddle Lots Of On Premises GenAI
…IBM’s Software group had sales of just a tad over $9 billion, up 14 percent, with pre-tax income of $3.4 billion. Red Hat accounted for about $2.27 billion…
Dell Makes The Profits Up In Volume For Booming AI Servers
…Operating income rose by 3.1X to $3.66 billion and net income was up a little faster at 3.6X to $3.44 billion. This is the moment that Dell, the…
Uncle Sam Awards $2 Billion-Plus To Quantum Companies, But Wants A Cut
COMPUTE Uncle Sam Awards $2 Billion-Plus To Quantum Companies, But Wants A Cut Governments have long taken an interest in quantum computing as part of the larger picture of high-end…
Marvell Pivots To AI Silicon, Looks Poised To Profit
…posted revenues of $1.52 billion, up 6.8 percent year on year but 19.1 percent sequentially as it has two major hyperscaler and cloud builder customers ramping compute engines and…
Oracle’s Financing Primes The OpenAI Pump
…Oracle may not have to borrow much more money to get $300 billion in revenues from OpenAI, particularly if its software and general purpose cloud businesses do well. It may have to…
IBM Buys HashiCorp To Control The Alternative To Red Hat Kubernetes
…With the market cap down to $4.74 billion for HashiCorp earlier this week and growth stalled lower than expected in an ebullient cloud market but an IT world shaken up and…