…But it is hard to get a sense of what regular enterprises, service providers, governments, academic institutions, neoclouds, and sovereigns – who will eventually represent maybe half of total AI spending – are doing…
…The lack of such a revenue backlog is why Meta Platforms took a shellacking when it was going to spend on that order of magnitude. As you can see, the capex has…
…Cisco could do another $1 billion in AI orders from neoclouds, sovereigns, and enterprises ( anchored by Saudi Arabia’s Humain effort ). With that, let’s drill down further into Cisco’s financials…
Compute HPE Sets Gen12 ProLiant Servers Loose On AI And The Edge Hewlett Packard Enterprise last summer introduced the first of its Gen12 ProLiant systems , packed with Nvidia’s latest GPU accelerators…
…cloud builders, and AI model makers are spending for their AI datacenter buildouts and instead focus on the up-and-coming AI users – think enterprises, neoclouds, and sovereigns – and the traditional hardware…
…Dell and Hewlett Packard Enterprise is seeing in their respective server businesses thanks to an X86 server refresh cycle that has been delayed a bit by immense spending on AI servers and…
…Even if you are a pessimist and say only a quarter or a third of that network spending will be done by traditional large enterprises, that is still a hell of a…
…It is not safe to assume that all $21 billion of spending happens in 2032, the incremental year, but for all we know that is exactly what will happen. This deal will…
…Depending on the timing and the development of new energy sources, these companies can spend a large portions of their revenue on capex. But on average, throughout the energy production and distribution…
…So, the $200 billion that Amazon will spend on capex in 2026 will cover the bulk of the cost of the gear (warehouse and transportation stuff) that will be installed and ready…