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…
Search
The Twin Engine Strategy That Propels AWS Is Working Well
…For the full year, AWS had $128.73 billion in sales, up 19.7 percent, with operating income of $45.61 billion, up 14.5 percent. Here is how we think the…
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
…sales, up 32.2 percent, with $3.6 billion in operating income, up only 3.5 percent year on year. Wall Street is upset about that last bit where operating profits are…
Attacking Interconnects And Networks Across All Scales
…Services revenues came in at $396.6 million, up 38.1 percent. Add it all up and Q3 2025 sales were up 27.5 percent to $2.31 billion, better than expected…
Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq
…a very profitable ultra tier as more and more LP30s are added to do the inference: So what does that amazing curve tell you? Let me sum it up in plain American…
AI Will Soon Drive A Third Of TSMC’s Business
…That revenue per wafer was up 9.8 percent year on year from the $7,832 level set in Q1 2025, but only up 1 percent sequentially. Add all those wafers and…
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
…billion, up by a factor of 2.54X compared to the year ago period. That operating income rate was 30.1 percent of Google Cloud revenues, which is the highest profitability level…
IBM Buys HashiCorp To Control The Alternative To Red Hat Kubernetes
…The math we did back in March last year, based on the company’s guidance, had HashiCorp breaking $1 billion in sales – and doing so profitably – in fiscal 2026. In September 2023…
Dell Bulks Up Hardware As AI Infrastructure Shifts To On-Premises
Dell Bulks Up Hardware As AI Infrastructure Shifts To On-Premises The first day of the Dell Technologies World 2026 conference in Las Vegas this week had a faintly familiar vibe to…
With Its IPO Done, Cerebras Can Get Back To Pushing The AI Envelope
…When the low latency AI inference wars started in earnest a little more than a year ago, Cerebras and Groq alike had to gang up multiple machines together not for the compute…