…price/performance curve down and possibly its operating profits on AI systems up. In the quarter, HPE posted $10.68 billion in sales, up a very solid 40 percent thanks to the…
…That leaves the Embedded group, which sells FPGAs and which had $873 million in sales, up 6.1 percent, with $338 million in operating profit, which is 38.7 percent of sales…
…But as I said higher up in this story, the important thing is that Google Cloud is showing better profitability, with operating income up by more than a factor of 3X year…
…up with cash every year to buy the stuff to make the gear, which we presume it will have in the field for more than five years and therefore get its profits…
…In Q4 F2026, datacenter compute had $51.33 billion in sales, up 57.7 percent, while networking was just barely shy of $11 billion, up by a factor of 3.63X. One…
…mark up, then if it can get enough customers to buy 4X the number of TPUs that it needs, it can get its TPUs for free, and charge a hefty profit to…
…Microsoft Cloud revenues were just a tad over $49 billion, up 26 percent, with gross profits of 68 percent, which works out to $33.35 billion. (With all those billions, you can…
…Dell’s operating income was $3.09 billion, up 43.2 percent, and net income was up $2.26 billion, up 47.6. Operating income was 9 percent of revenue for the…
…Tan is legendary for stripping out unnecessary costs and tuning up businesses to kick out profits and has made this hybrid hardware-software company work. And Tan has steered Broadcom brilliantly to…
…in sales, up 20.9 percent, while the Communications & Other group had $567.4 million in sales, up 25.6 percent. If would be good to get operating profit figures from these…