The Memory Crunch Pinches Cisco’s Profits
…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…
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Cisco Wins Over AI Customers With Merchant Silicon And Optics
…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…
HPE Sets Gen12 ProLiant Servers Loose On AI And The Edge
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…
CoreWeave Takes As Much Financial Engineering As It Does Datacenter Design
…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…
Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems
…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…
HPE Works Harder And Smarter To Chase Datacenter Profits
…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…
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
…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…
The Twin Engine Strategy That Propels AWS Is Working Well
…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…
Microsoft Is More Dependent On OpenAI Than The Converse
…the math – is that Microsoft’s datacenter spending will be at least partially covered by the revenue coming in from OpenAI. And as other enterprises embrace GenAI, Microsoft will be able to…
The GenAI Battle Shifts From Frontier Models To Agentic Platforms
…The agents then become available to organizations’ employees via Google’s Gemini Enterprise app. Through the Gemini Enterprise Agent Platform – the enhanced and rebranded Vertex AI – developers have options for building agents…