Broadcom May Become The Biggest Counterbalance To Nvidia
… We think that the Networking division which includes AI stuff, including XPUs and rackscale systems had sales of $7.91 billion, up 74.9 percent. …
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The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
… We also like to break Arista’s sales down by product groups and here is what we think has happened over the past several years based on statements that the company has put out: Arista had set a goal for itself of selling at least $1.5 billion in AI networking and at least $800 million in campus swi… …
Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth
… 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 … …
Microsoft Committed To Doubling AI Infrastructure In Two Years
… In the quarter, Microsoft had $82.89 billion in sales, up 18.3 percent year in year and up 2 percent sequentially. Operating income rose by 20 percent to $38.4 billion and net income was up 23.1 percent to $31.78 billion, representing 38.3 percent of revenues. …
So Far, Nobody Turns Tokens Into Money Like Nvidia
… In Q4 F2026, datacenter compute had $51.33 billion in sales, up 57.7 percent, while networking was just barely shy of $11 billion, up by a factor of 3.63X. …
Marvell Pivots To AI Silicon, Looks Poised To Profit
… To put some numbers on it, in our model running from February 2008 through August 2024, Marvell had total revenues of $54.91 billion, but only had $1.11 billion in operating revenues and thanks to some asset sales had net income of $1.8 billion. …
Microsoft Is More Dependent On OpenAI Than The Converse
… Add it up, and you get $81.27 billion in sales, up 16.7 percent, and an operating income of $38.28 billion, up 25.3 percent. Net income was $38.46 billion, aided by a $7.6 billion gain from its 27 percent stake in OpenAI. …
HPE Catches Its First GenAI Wave With Enterprises, Sovereigns, And Neoclouds
… In the quarter, HPE posted $10.68 billion in sales, up a very solid 40 percent thanks to the addition of Juniper Networks to its books, the fourth and final quarter where this will be an easy compare, as well as to the pickup in traditional server sales as well as AI server sales. …
AI Will Soon Drive A Third Of TSMC’s Business
… Add all those wafers and packaging up, and TSMC posted sales of $35.9 billion, up 40.6 percent year on year in the March quarter, and net income exploded by 65.2 percent to $18.13 billion, representing a crazy high 50.5 percent of revenues. …
Microsoft: Getting Margins From AI Means Sometimes Saying No
… We think, based on our model, that Microsoft’s “real” systems sales in Q1 F2026 were $23.67 billion, up 43.3 percent, and operating profit for this collection of products and services had an operating income of $10.26 billion, up 42.4 percent and accounting for 43.3 percent of sales. …