We Need Servers – Lots Of Servers. . . .
…Assuming the market for systems of record is relatively stable at around somewhere between $15 billion and $18 billion a quarter– for most back office systems, Moore’s Law advances plus packaging…
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Attacking Interconnects And Networks Across All Scales
…TAM now of over $100 billion in forthcoming years. Our centers of data strategy, ranging from client to branch to campus to datacenter and now cloud and AI centers is a very…
Arm Comes Full Circle With Homegrown, AI-Tuned Server CPU
…What matters to Arm is that over 350 billion Arm chips have been shipped since Arm Holdings was spun out of Acorn all those years ago, and there are tens of billions…
AI-Driven CPU Shortage Saves Intel’s Financial Cookies
…Intel sold that stake for $11.2 billion, and in early April paid Apollo $14.2 billion to get it back. So it was a temporary loan with a $3 billion fee…
Dell Bulks Up Hardware As AI Infrastructure Shifts To On-Premises
…open-weight models in the 70 billion to 250 billion parameter range [and] up to a trillion parameters. And you can do it without unpredictable cloud costs, bandwidth costs, or risks of…
Riding The Memory Boom And Trying To Avoid The Bust
…The new Micron business units that comprise the datacenter business are the Cloud Memory and Core Datacenter units, and together, these units had $13.44 billion in sales, up 181.3 percent…
Stop Measuring AI Training Costs In GPU Hours
…Choosing cloud infrastructure built around that reality is where the real optimization begins. The Nebius AI Cloud was purpose-built for modern generative AI workloads, combining reliable, supercomputer-grade infrastructure with managed…
Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems
…Our model says Lenovo’s CSP division did $2.41 billion in sales, up 36.3 percent, and the ESMB division did $1.88 billion in sales, up 35.1 percent. The…
Most Neoclouds, Sovereigns, And Enterprises Will Buy, Not Build, Their AI Stacks
…At the same time, the Nutanix Cloud Manager gets new features to help service providers operate and monetize AI infrastructure, with monitoring of AI infrastructure, and the ability to bill by GPU…
Arista Rides AI Scale Out Networks, Moves Into Scale Across, And Awaits Scale Up
…Add them up and Arista had $2.71 billion in revenues, up 35.1 percent year on year and up 8.9 percent from Q4 2025. Operating income was $1.16 billion…