IBM Buys HashiCorp To Control The Alternative To Red Hat Kubernetes
… A 20 percent growth rate is a heck of a lot more than the 1.6 percent growth rate IBM’s core systems business had in the trailing twelve months. …
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Google Is A Full Stack AI Player, And Is Playing Well
… The bad news if you are a competitor of Google’s is that the search engine business and the various other advertising businesses at the company YouTube and network advertising are collectively doing well. …
HPE Works Harder And Smarter To Chase Datacenter Profits
… HPE’s datacenter switching business was up 4.8X to $444 million. HPE had a teeny tiny routing business probably based on Broadcom chips that only drove $1 million a year ago, but after the acquisition, it is up 77,900 percent to $780 million in Q1 F2026. …
The Memory Crunch Pinches Cisco’s Profits
… Companies will just defer acquisitions of general purpose machines to buy AI iron, we think. …
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. …