Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems
… The ISG revenue is up by a factor of four since the IBM System x takeover, but the profitability, if it can be had at all, is so small it is hard to see it. …
Search
HPE Works Harder And Smarter To Chase Datacenter Profits
… Add it all up, and HPE had 9.3 billion in sales, up 18.4 percent, with operating income of $470 million, up 8.5 percent, and net income of $452 million, off 27.9 percent and bolstered by some tax accounting stuff. …
Dell Makes The Profits Up In Volume For Booming AI Servers
… Dell, the man and the company, will be enthusiastic about the idea if it knows what’s good for it. ai poweredge compute rackscale dell nvidia Dell Makes The Profits Up In Volume For Booming AI Servers June 1, 2026 store Data And Storage At The Center Of The AI Stack May 29, 2026 Compute GPUs And RA…
Marvell Pivots To AI Silicon, Looks Poised To Profit
… A big box retailer or an ODM or OEM IT supplier does about this level of profitability. …
The Memory Crunch Pinches Cisco’s Profits
… In the quarter, Cisco brought in $15.35 billion in sales, up 9.7 percent year on year and up 3.1 sequentially. …
Riding The Memory Boom And Trying To Avoid The Bust
… Micron is Nvidia’s sole supplier for this, and it has just began shipping an LPDDR5 SOCAMM2 module that will allow Nvidia to quadruple the main memory capacity on the Vera CPU to 2 TB compared to a peak 512 GB for the Grace CPU. …
Skyrocketing HBM Will Push Micron Through $45 Billion And Beyond
… The Compute and Networking business unit drove $5.07 billion in sales, up 97 percent year on year and up 11.1 percent sequentially, and delivered $2.18 billion in operating profit, up 4.9X and accounting for 43 percent of CNBU revenues. …
AWS Will Be An OEM, Just Like Google And Maybe Microsoft
… AWS revenue for the March quarter was $37.59 billion, up 28.4 percent. Operating income was $14.16 billion, up 22.6 percent and accounting for 37.7 percent of revenue. …
Microsoft Committed To Doubling AI Infrastructure In Two Years
… The Intelligent Cloud group, which includes the Windows Server platform as well as the Azure cloud, had $34.68 billion in sales, up 29.6 percent year on year and up 5.4 percent sequentially. …
AI-Driven CPU Shortage Saves Intel’s Financial Cookies
… As we said, thanks to product mix and what we presume are aggressive pricing tactics when demand exceeds supply, Intel’s DCAI group had revenues of $5.05 billion, up 22.4 percent year on year and up 6.6 percent sequentially. …