AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
…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…
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Broadcom Makes Its Pitch To Run Kubernetes On VMware VCF
… Changes were happening quickly at a stalwart of the modern datacenter. …
Cloud Foundation Updates Reflect The New VMware By Broadcom
… VMware, when we were an independent company, was the last one to do still perpetual licensing. …
HPE Throws VM Users A Lifeline, Unifying Containers And VM Management In Cloud Stack
HPE Throws VM Users A Lifeline, Unifying Containers And VM Management In Cloud Stack It has been more than two years now since Broadcom spent $69 billion to buy virtualization giant VMware and in short order rattled the cages of enterprises and the wider tech industry by announcing significant pric… …
How Sustainable Is This Crazy Server Spending?
…And this enormous change happened in a relatively short period of time. The question everyone wants to know is whether or not this new normal level of $100 billion or more in…
Red Hat Woos VMware Shops With OpenShift Virtualization Engine
Control Red Hat Woos VMware Shops With OpenShift Virtualization Engine Broadcom’s $61 billion acquisition of VMware in November 2023 and the subsequent changes to venerable virtualization company’s business model and pricing have rankled many long-time enterprise users, a situation that has been hi… …
Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq
AI Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq Back in late December , Nvidia did a $20 billion “acquihire” of most of the development team at Groq and licensed…
Dell Is Determined To Gets Its Piece Of The AI Enterprise Pie
… That can be seen with the eRDHx and liquid-cooling technologies, said Armando Acosta, Dell product planner. “Most customers have a threshold of power to their rack that the facility can support,” Acosta told The Next Platform . “If we go beyond that threshold, then they’re going to have to go throu… …
NextSilicon Takes Aim At CPUs And GPUs With “Maverick-2” Dataflow Engine
… NextSilicon is calling Arbel a “test chip,” but we think that the company is looking for a companion to its Maverick dataflow processors DFPs? that allows customers to have a fully integrated CPU that is not just a off-the-shelf X86 or Arm CPU from someone else – and does not come with a licensing … …