…Jayshree Ullal, Arista’s chief executive officer, explained that opportunity on the call with Wall Street analysts thus: “The advent of ESUN, Ethernet for Scale-Up Networking, specifications allows for increasing or…
…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 able to keep the…
…The choice of HBM3e means Google is doing a price/performance optimization on the memory. The HBM3e stacks are twelve DRAM chips high (there is an error in the block diagram below…
…There is more demand than meets supply, but both Intel and AMD have been increasing supply and therefore revenues are rising. It doesn’t hurt pricing that demand is still bigger than…
…The hyperscalers and the cloud builders can afford to make their own CPUs and their own AI XPUs, and they can pay the iron price – hell, the gold price – for HBM memory…
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