Google Is A Full Stack AI Player, And Is Playing Well
…And while Nvidia is the dominant full stack player out there when it comes to hardware, which is why its revenues and profits have exploded, Nvidia’s Nemotron models are not anywhere…
Search
Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth
Ai Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth For so many years, the hyperscalers and cloud builders have dominated IT spending and much of the talk about system architecture…
The Memory Crunch Pinches Cisco’s Profits
Connect The Memory Crunch Pinches Cisco’s Profits It has taken many years for the AI boom to reach the general ledgers and balance sheets of the world’s largest original equipment…
Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems
Compute Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems There are four businesses that are very difficult for an equipment manufacturer in the IT sector to…
AWS Will Be An OEM, Just Like Google And Maybe Microsoft
…Amazon's chips business – inclusive of Graviton, Trainium, and Nitro – saw nearly 40 percent quarter-over-quarter growth in Q1, with an annual revenue run rate now over $20 billion, growing triple…
Microsoft Is More Dependent On OpenAI Than The Converse
…Assuming something akin to linear growth for OpenAI in the months between, you get a backlog picture that looks like this: Now, OpenAI has been part of the Microsoft revenue backlog since…
IBM Buys HashiCorp To Control The Alternative To Red Hat Kubernetes
…per year and be profitable on a quarterly basis sometime in the second half of fiscal 2025. It doesn’t look like it will happen, with sales growth on an annual basis…
Microsoft Committed To Doubling AI Infrastructure In Two Years
…The Productivity and Business Processes group is the most profitable, as you might expect, with just a tad over $35 billion in sales and just under $21 billion in operating profits. But…
AI Will Soon Drive A Third Of TSMC’s Business
…The company can walk away from business if it chooses (we are not saying that it does, but it can certainly has to focus on the most profitable deals it can make…
So Far, Nobody Turns Tokens Into Money Like Nvidia
…One of the main drivers of this growth was the adoption of NVSwitch memory fabrics in GB200 NVL72 and GB300 NVL72 rackscale systems. I am not sure how much of the overall…