HPE Works Harder And Smarter To Chase Datacenter Profits
… The company exited Q1 F2026 with $4.84 billion in cash and $17.71 billion in long term debt, most of which came through the Juniper acquisition. hpe ai server compute ai
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AWS Will Be An OEM, Just Like Google And Maybe Microsoft
… With that as the backdrop, let’s go over the numbers for AWS for Q1 2026. …
AI-Driven CPU Shortage Saves Intel’s Financial Cookies
… How much under capacity there is remains a bit of a mystery, but Dave Zinsner, Intel’s chief technology officer, gave a hint late last week on a call with Wall Street analysts going over the chip maker’s Q1 2026 results. …
Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems
… If costs were more heavily allocated to CSP systems in Q1 F2026, then the ESMB business would be even more profitable than our calculations show. …
Broadcom May Become The Biggest Counterbalance To Nvidia
… With that, let’s get into Broadcom’s Q1 F2026 financial results. …
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
… This is the first time that AMD has broken through $10 billion in quarterly sales, and Q1 2026 might be the second if AMD can come in at the high end of its guidance, which is for $9.8 billion in sales, plus or minus $300 million. …
The Memory Crunch Pinches Cisco’s Profits
… So far this fiscal year, Cisco has $1.3 billion in AI orders with hyperscalers and cloud builders in Q1 F2026 and $2.1 billion in Q2 F2026; the company also confirmed that it had $350 million in additional AI orders to neoclouds, sovereigns, and enterprises. …
If You Can Make A Compute Engine, You Can Sell A Compute Engine
… The Data Center group continues to grow in importance for AMD, and represented 56.3 percent of revenues in Q1 2026. …
Microsoft Is More Dependent On OpenAI Than The Converse
… In Q1 F2026, OpenAI’s books put a $3.1 billion loss on Microsoft’s books. …
Riding The Memory Boom And Trying To Avoid The Bust
… DRAM revenue increased 73.6 percent sequentially from Q1 F2026, but Mark Murphy, Micron’s chief financial officer, said that capacity shipped, measured in bits, only increased “mid-single digits” while the rest of that “in the mid-60s percentage range” was driven by bit price increases. …