Marvell Pivots To AI Silicon, Looks Poised To Profit
… That is an operating income of 2 percent of revenues and a net income of 3.3 percent of revenues. A big box retailer or an ODM or OEM IT supplier does about this level of profitability. …
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Custom Compute Engine Biz Growing More Than Marvell Ever Hoped
… The revenue is growing from AI XPUs and AI electro-optics, but the profits are growing from the latter and certainly not from the former. …
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
… Wall Street is upset about that last bit where operating profits are not rising anywhere as fast for all of 2025 as they did in its final quarter. Hopefully the profitability curve is improving for 2026 and 2027. The interesting thing to do is to calculate the revenue for the rest of AMD. …
If You Can Make A Compute Engine, You Can Sell A Compute Engine
… That’s only 13.5 percent of revenue, mind you, at the bottom line, so AMD is not gouging anyone so much as being able to command the some of the premium it has long deserved. The company is also making massive investments in future server and PC architectures and that is also weighing on profits. …