Microsoft Is More Dependent On OpenAI Than The Converse
… What we do not know is how much of the sales at Azure – and interestingly, how much of the growth in Azure revenues – has been due to OpenAI’s tremendous cloud bill. …
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Cisco Wins Over AI Customers With Merchant Silicon And Optics
… Of that incremental sequential 9 percent growth in business, about half came from increased shipments and the other half came from price increases. …
Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth
… Given its pole position in code assistants and its consequential and more explosive revenue growth, Anthropic’s recent revenue curve is perhaps a better barometer than OpenAI. …
The Memory Crunch Pinches Cisco’s Profits
… All of the categories mentioned above in the networking group all saw double digit growth year on year. …
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
… If you look at Google’s revenue backlog growth against capex spending, you can see immediately that something has got to give: The wonder is that Google has not spent more, frankly, given the spread of the two. …
HPE Catches Its First GenAI Wave With Enterprises, Sovereigns, And Neoclouds
… The Cloud & AI group was expected to grow in the mid to high single digits in fiscal 2026, and now the forecast is for growth in the low 20 percents, driven by higher average selling prices and AI system sales expansion. Call it 23 percent growth, which outs it at $32.8 billion. …
AWS Will Be An OEM, Just Like Google And Maybe Microsoft
… Here is how I think this is playing out: Here is another interesting chart that shows the growth of AWS systems meaning servers, storage, and networking capacity versus the advertising business at Amazon: There is no reason these two revenue stream should correlate, but they do. …
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
… After a strong Q4, the client and gaming chip business at AMD is going into a normal seasonal decline, and growth in the datacenter business will probably not be enough to offset that – but there’s a chance, as you see. …
VAST Data: What Controls The Data Is More Important Than What Stores It
… The company, since rolling out its first product seven years ago, now has eclipsed more than $4 billion in software bookings – and finished its latest fiscal year with three times the growth in bookings from the previous twelve months – has $1 billion in the bank, and has annual recurring revenue o… …
As Rackscale GPU Systems Boom, Big Green Is Emphatically Red, White, And Blue
… That’s five times the growth rate of Hopper.” As best we can figure, Huang is correctly counting according to his own naming scheme for 2026 and beyond GPU chiplets per socket, so some of this increase is due to adding two reticle limited chiplets per socket. …