Microsoft Is More Dependent On OpenAI Than The Converse
…OpenAI must represent the largest part of Microsoft’s actual AI business, which means the other parts are small. And if Microsoft raises software prices to cover the cost of AI functions…
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As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
AI As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue Nvidia co-founder and chief executive officer Jensen Huang paced the stage at the company’s GTC Washington…
AI Servers Finally Dominate Dell’s Systems Business
Compute AI Servers Finally Dominate Dell’s Systems Business If you knew that you could book $50 billion of revenue, for which you would have to do some of the most complex…
Some Game Theory On That Nvidia-Meta Platforms Partnership
Compute Some Game Theory On That Nvidia-Meta Platforms Partnership When Meta Platforms does a big AI system deal with Nvidia, that usually means that some other open hardware plan that the…
The Second Time Will Be The IPO Charm For Cerebras
…lot of customers and a lot money it can pull from other businesses to invest in expensive AI systems. OpenAI is ambitious and clever, but is almost certainly losing as much money…
The Memory Crunch Pinches Cisco’s Profits
Connect The Memory Crunch Pinches Cisco’s Profits It has taken many years for the AI boom to reach the general ledgers and balance sheets of the world’s largest original equipment…
The Twin Engine Strategy That Propels AWS Is Working Well
…The important thing is that Amazon Ads probably has much higher operating margins than the AWS core hardware business, and it can help pay for the AI buildout. “We expect to invest…
GPUs And RAM Are In Short Supply, But The Real Bottleneck For AI Is Electricians
GPUs And RAM Are In Short Supply, But The Real Bottleneck For AI Is Electricians By design, datacenters are big capital machines. But to get a handle on the scale of resources…
An Easy Route To AI-Enhanced Productivity
…A report published in June 2024 – AI Transformation Is Driving Digital Business – warns that the disparity in AI capabilities and investment between leading and nascent organisations underscores a competitive advantage. “Mastering AI…
Broadcom May Become The Biggest Counterbalance To Nvidia
…If I had to guess, Broadcom had some big customers do a lot of AI networking chip buying in Q4 F2025 precisely so it would counterbalance low AI XPU sales as its…