Microsoft Is More Dependent On OpenAI Than The Converse
… Microsoft does not provide operating profits for this segment of its financials. …
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The Memory Crunch Pinches Cisco’s Profits
… With that, let’s drill down further into Cisco’s financials for the second quarter of fiscal 2026. …
HPE Catches Its First GenAI Wave With Enterprises, Sovereigns, And Neoclouds
… Here is the detailed table for the quarters where HPE has detailed its relatively new financial presentation: The Cloud & AI group had $7.71 billion in sales, which combines servers, storage, and financial services and which grew by 22.9 percent. …
Cisco Wins Over AI Customers With Merchant Silicon And Optics
… To give a hint about how this helps Cisco’s numbers, Mark Patterson, Cisco’s chief financial officer, said on the call with Wall Street that outside of the hyperscalers and cloud builders, order growth was 10 percent in Q2 and 19 percent in Q3. …
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
… The word on the street is somewhere between 30 percent and 50 percent top line growth for Google Cloud in 2026, and we wonder if it can’t be more. gpu google cloud google genai financial results cloud alphabet ai it spending tpu infrastructure
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
… That assessment comes from our own financial model of AMD, which has its share of educated guesses in it. …
AWS Will Be An OEM, Just Like Google And Maybe Microsoft
… Moreover, some statements put out by AWS in the financial report surely make us think that AWS is pondering being a chip and system supplier as a complement to its selling virtualized compute engine capacity on its cloud. …
AI Servers Finally Dominate Dell’s Systems Business
… One more thing: Dell’s traditional server business is showing signs of slowing growth. …
Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems
… But Winston Cheng, chief financial officer at Lenovo said this on the call: “You probably will have noticed that the ISG business for us have been growing quite fast. …