AI Will Soon Drive A Third Of TSMC’s Business
…and someday it may even build it. With the revenue split by products, we can start zooming in on the AI piece of the action at TSMC. As always, we have to…
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Four Months Into Its Comeback, Zapata Stakes Its Claim In Quantum Software
…Other vendors, like Quantum Elements, are using AI in their quantum efforts . Kapur mentioned Zapata’s ongoing work with an unnamed tech vendor to apply AI to the quantum space, particularly at…
Google Is A Full Stack AI Player, And Is Playing Well
Google Is A Full Stack AI Player, And Is Playing Well Google might have come late to the cloud game and it might be a distant third compared to Amazon Web Services…
Big Blue Poised To Peddle Lots Of On Premises GenAI
…It is not clear how much business at IBM in the final quarter of 2025 was driven by AI, but we do know one thing for sure: It is going to be…
Marvell Pivots To AI Silicon, Looks Poised To Profit
…Even without the writeoffs, the red ink is getting deeper as Marvell makes this pivot to AI at the same time that its enterprise networking and carrier infrastructure businesses shrink from their…
The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
…Arista had set a goal for itself of selling at least $1.5 billion in AI networking and at least $800 million in campus switching in 2025, and Ullal said that both…
Microsoft And OpenAI Remain Friends, Are Looking To Hook Up With Others
…The greater predictability in the amended agreement strengthens our joint ability to build and operate AI platforms at scale while providing both companies the flexibility to pursue new opportunities.” What Microsoft And…
How Sustainable Is This Crazy Server Spending?
…Dell might be the biggest OEM by far at this point thanks to its AI revenues, but we strongly suspect that a few ODMs are just as large if not larger in…
Dell Bulks Up Hardware As AI Infrastructure Shifts To On-Premises
…But AI – particularly agentic AI and inferencing – has changed the game, swinging the pendulum back to infrastructure, in the datacenter and at the edge. And Dell founder and chief executive officer Michael…
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
…map to the data Google’s Mark Lohmeyer showed off at the AI Hardware Summit last September . By our math at that time, we thought Google was processing around 1,460 trillion…