AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
…And with that move, for the first time in the history of the datacenter compute business at the chip maker – and rival to both Intel and Nvidia – that sales of Instinct GPUs…
Search
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
…The Compute and Networking business unit drove $5.07 billion in sales, up 97 percent year on year and up 11.1 percent sequentially, and delivered $2.18 billion in operating profit…
Microsoft: Getting Margins From AI Means Sometimes Saying No
…We think, based on our model, that Microsoft’s “real” systems sales in Q1 F2026 were $23.67 billion, up 43.3 percent, and operating profit for this collection of products and…
Broadcom May Become The Biggest Counterbalance To Nvidia
…But thus far, Avago transformed into the modern Broadcom has worked – and worked marvelously. Tan is legendary for stripping out unnecessary costs and tuning up businesses to kick out profits and has…
Custom Compute Engine Biz Growing More Than Marvell Ever Hoped
…567.4 million in sales, up 25.6 percent. If would be good to get operating profit figures from these two groups, and perhaps the US Securities and Exchange Commission should require…
AI-Driven CPU Shortage Saves Intel’s Financial Cookies
…That operating income for DCAI as a share of profits hit 30.5 percent, and we think it can grow from there. Only three years ago, DCAI essentially had no profits, and…
Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth
…IDC and Gartner have a similar split in the way they count things. IDC has always counted “factory revenue” – direct sales by vendors plus sales into the distribution channel, while Gartner counts…
Riding The Memory Boom And Trying To Avoid The Bust
…When the mobile and PC business is more profitable than the datacenter business and the auto and embedded business is almost as profitable as the datacenter business, you know something weird is…
AWS Will Be An OEM, Just Like Google And Maybe Microsoft
…And that makes it no different from any other OEM that is selling systems laden with Nvidia or AMD GPUs, where those companies get most of the profits and they get relatively…
Microsoft Is More Dependent On OpenAI Than The Converse
…In as much as cloud is just a delivery and pricing model, it is interesting that the Microsoft Cloud had $51.51 billion in sales, up 26.2 percent, with gross profits…