
Dell’s AI Server Business Now Bigger Than VMware Used To Be
We have been watching the big original equipment manufactures like a hawk to see how they are generating revenues and income from GPU-accelerated system sales. …
We have been watching the big original equipment manufactures like a hawk to see how they are generating revenues and income from GPU-accelerated system sales. …
Intel’s second quarter is pretty much a carbon copy of the first three months of 2024 when it comes to revenues across its newly constituted groups, and with an operating loss that is twice as big. …
With all of the hyperscalers and major cloud builders designing their own CPUs and AI accelerators, the heat is on those who sell compute engines to these companies. …
When you have to compile the revenue streams of thousands of major IT hardware, software, and services suppliers into the datacenter, it takes a bit of time to get that data, get it right, and then aggregate it for a datacenter market analysis. …
Broadcom’s $69 billion acquisition of virtualization stalwart VMware was not an easy proposition. …
It has been an invaluable asset for AMD as it re-engaged in the datacenter in the past decade to have Forrest Norrod as the general manager of its datacenter business. …
This week is another major conference for a server OEM, and that must mean it is another time for an OEM to announce its tight partnership with AI compute engine juggernaut Nvidia. …
Updated: Here is something we don’t see much anymore when it comes to AI systems: list prices for the accelerators and the base motherboards that glue a bunch of them together into a shared compute complex. …
A pattern seems to be emerging across the original equipment manufacturers, or OEMs, who have been largely waiting on the sidelines to get into the generative AI riches story. …
Computex, the annual conference in Taiwan to showcase the island nation’s vast technology business, has been transformed into what amounts to a half-time show for the datacenter IT year. …
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