… With this methodology, what we can tell you is that AI server sales were not great, even though most of them were to enterprise customers which is good if you want AI to mainstream and not to service providers with bigger budgets. …
… To make those investments in AI infrastructure, the AI model builders have themselves had to raise tremendous amounts of money from investors – sometimes including their AI compute engine suppliers, which is a bit of roundtripping, indeed. …
… Salvatore echoed Huang’s argument made at GTC, that Nvidia’s platforms – while expensive – improves token generation. “Increases in token generation or increases in performance basically generate more revenue, they reduce costs, they get you more value from the same infrastructure,” he said. “This … …
… But having said all of that, here is the basic math: At $60 billion per gigawatt, a good, high-end ballpark figure for a datacenter tricked out with the best AI gear, that 4.5 gigawatts costs $270 billion. …
… Like everyone else in the world, Cisco wants to cut its overhead costs, and it is using AI as an excuse to do layoffs. We have our doubts how much this reduction of around 4,000 people from Cisco’s workforce has to do with AI. …
… But with the current costs of a rack of Grace-Blackwell compute and the expected – and much higher – cost of a rack of future Vera-Rubin compute, the cash coming in is adding up to the cash being invested in the chippery ecosystem by AI industry juggernaut Nvidia. …
… They may do AI on the side, but that is not their main purpose. To put numbers on it, I think the non-AI portion of the TSMC HPC business drove around $10.8 billion, up 19.2 percent, and the AI portion drove around $11.1 billion, up that 84.9 percent. …
… If you allocate the operating expenses of all of Lenovo proportional to revenues – then the CSP division had $255 million of operating expenses that’s $2,411 divided by $18,830 times $1,989 , which is $255 million in operating costs, and if you subtract that out against the gross profit, you get an… …
… There will have to be variants of Google TPUs and Amazon Trainiums aimed specifically at agentic AI inference and presenting a better balance between memory bandwidth and compute while also not sacrificing memory capacity. …
… Considering that Ullal also said that Arista would double its AI-related sales to $3.25 billion in 2026, we can back that out and know that it had around $1.63 billion in AI-related sales in 2025. …