HPE Works Harder And Smarter To Chase Datacenter Profits
… Everyone else downstream from them has a very tough time squeezing profits from sales. …
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Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems
… Lenovo had $2.77 billion in gross profits against $18.83 billion in revenues, which is 14.7 percent. If gross profits were “north of 17 percent” – call it 17.2 percent so it rounds down – then the non-CSP part of Lenovo had $16.42 billion in sales and around $2.82 billion in gross profits. …
Marvell Pivots To AI Silicon, Looks Poised To Profit
… If history is any guide, hope springs eternal but profits are elusive. …
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. …
HPE Catches Its First GenAI Wave With Enterprises, Sovereigns, And Neoclouds
… As best I can figure, this core HPE systems business had $9.08 billion in sales, up 16.2 percent, with operating income of $1.25 billion, up 63.4 percent. Juniper is the big add to the operating profits here. …
Dell Makes The Profits Up In Volume For Booming AI Servers
… Two: How much operating income did Dell make just on the increase in sales of traditional, non-AI servers? …
So Far, Nobody Turns Tokens Into Money Like Nvidia
… Based on the fact that nearly two thirds of datacenter compute sales were driven by GB200 NVL72 and GB300 NVL72 rackscale machines – each of requires a dozen and a half NVSwitches – we think that NVSwitch interconnects drove $4.65 billion in sales. …
If You Can Make A Compute Engine, You Can Sell A Compute Engine
… That leaves the Embedded group, which sells FPGAs and which had $873 million in sales, up 6.1 percent, with $338 million in operating profit, which is 38.7 percent of sales. …
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. …
AI Servers Finally Dominate Dell’s Systems Business
… Even with its AI server business growing fast but counterbalancing the profits from sales of traditional, general purpose PowerEdge servers and PowerMax, PowerStore, and PowerScale storage and even with crazy price increases for DRAM main memory and enterprise flash storage for servers, Dell was ab… …