…hyperscalers and cloud builders alone – Amazon Web Services, Google Cloud, Meta Platforms, and Microsoft Azure – have collectively projected for capital expenses to be somewhere between $695 billion and $725 billion in 2026…
CONNECT The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion $2 billion here, $2 billion there, $2 billion everywhere and pretty soon it starts adding up…
CLOUD Broadcom Makes Its Pitch To Run Kubernetes On VMware VCF Broadcom’s $69 billion acquisition of virtualization pioneer VMware in late 2023 sent ripples through the tech industry that unsurprisingly focused…
…billion in revenues and $120.1 billion in net income in fiscal 2026. Now that is some return on investment ! It seems very unlikely that the AI model builders and the cloud…
…For now, Cerebras is content to have pocketed that $2.1 billion in equity and expanded into a cloud builder, provided the deal gets done, and a dominant AI model builder, which…
…But that non-X86 part of the server market grew at 192.7 percent to $36.2 billion in the quarter, which just goes to show you how the hyperscalers and clouds…
…18.41 billion, and only represented 44.4 percent of total systems sales. Dell is finally reflecting what has been happening in the overall market as the hyperscalers and cloud builders have…
…At the prevailing price that AWS is paying – call it $30 billion per gigawatt – that is $180 billion to add 6 gigawatts. So, the $200 billion that Amazon will spend on capex…
AI With Its Llama API Service, Meta Platforms Finally Becomes A Cloud A lot of companies talk about open source, but it can be fairly argued that Meta Platforms, the company that…
HPE Throws VM Users A Lifeline, Unifying Containers And VM Management In Cloud Stack It has been more than two years now since Broadcom spent $69 billion to buy virtualization giant VMware…