AWS Will Be An OEM, Just Like Google And Maybe Microsoft
…But the big AI model makers and probably more than a few large enterprises are going to want to get cheaper infrastructure by literally owning and running it themselves. Google has already…
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Broadcom May Become The Biggest Counterbalance To Nvidia
…to see 76 percent growth year on year to $14.8 billion, with AI chips and systems growing by 2.4X again to $10.7 billion. Infrastructure Software revenues will rise by…
Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems
…Nvidia could help by giving OEM partners who make infrastructure based on its compute and networking engines a little bit more margin. compute lenovo isg enterprise datacenter csp smb cluster ai server
AI Servers Finally Dominate Dell’s Systems Business
…poweredge dell it spending infrastructure financial results ai server gpu compute
The Memory Crunch Pinches Cisco’s Profits
…And now, Cisco is getting traction as a provider of servers and switching to neoclouds and sovereigns need as they build out their infrastructure for the GenAI boom. This AI business is…
The Twin Engine Strategy That Propels AWS Is Working Well
…Our model suggests that AWS spent around $115 billion on IT infrastructure, and of this around $105 billion was for AI infrastructure. So AI was 78 percent or so of all capex…
Nvidia Says OpenClaw Is To Agentic AI What GPT Was To Chattybots
…Look at this growth. It is so straight upwards it looks like a border on the chart: It also scared the hell out of security professionals. It’s a self-hosted AI…
IBM Buys HashiCorp To Control The Alternative To Red Hat Kubernetes
…HashiCorp earlier this week and growth stalled lower than expected in an ebullient cloud market but an IT world shaken up and distracted by generative AI, Big Blue could make HashiCorp shareholders…
VAST Data: What Controls The Data Is More Important Than What Stores It
…Given that, Denworth and co-founder and chief executive officer Renen Hallak, and others have continued to evolve VAST Data along those lines, positioning it as an AI infrastructure platform company with…
How Sustainable Is This Crazy Server Spending?
…and web serving infrastructure and non-AI data analytics – then between 2014 and 2029, there has been/will be somewhere around $3 trillion in overall server spending, with AI-related server spending…
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