… Two years ago, the overall revenue trajectory at Anthropic – which includes Claude model resale through AWS Bedrock and Google Vertex at the gross revenue levels as well as any direct sales that Anthropic does – was lower and slower growing than the net revenue figures that OpenAI reported – which … …
… Net income was $38.46 billion, aided by a $7.6 billion gain from its 27 percent stake in OpenAI. …
… Campus and branch networks are also going to feel the heat from AI workloads, and Cisco just did a survey of 3,500 IT people responsible for the networks at their companies and 93 percent say they don’t just have to upgrade the front end networks linking their enterprise platforms, they are going t… …
… All of the categories mentioned above in the networking group all saw double digit growth year on year. …
… Call it 23 percent growth, which outs it at $32.8 billion. The Networking group will grow between 72 percent and 75 percent in fiscal 2026, call it 73.5 percent at the midpoint, which is $11.3 billion. …
… In the quarter, Google booked $113.83 billion in sales, up 18 percent year on year, with net income of $34.46 billion, up 29.8 percent. …
… One more thing: Dell’s traditional server business is showing signs of slowing growth. …
… Nvidia could help by giving OEM partners who make infrastructure based on its compute and networking engines a little bit more margin. compute lenovo isg enterprise datacenter csp smb cluster ai server