…If Broadcom had not bought legacy software maker Computer Associates in November 2018 for $18.9 billion, it would have had a harder time buying server virtualization juggernaut VMware for $69 billion…
Compute Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks It is Oracle OpenWorld CloudWorld AI World this week, so we expect a lot of AI infrastructure announcements from Big…
…At an average price of $35,000, that is $115.5 billion just for the GPUs, which averages $23.1 billion a year, which is consistent with the “double digit billions per…
…The first half of 2024 saw AI infrastructure investment hit $31.8 billion, according to IDC. In 2028, the research company expects full-year spending to exceed $100 billion as AI becomes…
…James noted that the expected growth in the cloud datacenter market. Synergy Research Group said that global enterprise spending on cloud infrastructure services in 2021 reached $178 billion , a 37 percent year…
Control Cloud Foundation Updates Reflect The New VMware By Broadcom Broadcom’s $69 billion acquisition of virtualization stalwart VMware was not an easy proposition. Regulators around the world worried about the effect…
…expenses budget, which for 2026 is projected to be $125 billion. You can see why all of the hyperscalers and cloud builders want their own CPUs and XPUs – including Meta Platforms, which…
…The company ended its FY 2026 with $215.9 billion in revenue , a 6.5 percent year-over-year jump, and include $68.1 billion in the FY fourth quarter that ended…
…The South Korean National Growth Fund, which back in March set up a massive technology funding effort called the “K-Nvidia Nurturing Project,” plans to spend $99.5 billion over the next…
…Our pal Aaron Rakers at Wells Fargo Securities estimates that Instinct GPU sales were between $2.5 billion and $2.6 billion in the quarter, and puts Epyc CPUs slightly ahead of…