…In the meantime, Arista Networks has to sell switches and router-ish gear to hyperscalers, cloud builders, and enterprises, and it is doing that just fine despite some very intense competition from…
…According to the latest Gartner forecast for 2026, which also includes revisions for IT spending in 2024 and 2025, the world will spend a whopping $6.32 trillion on IT hardware, software…
…When I got into the business in 1989, there were perhaps 40 different computing platforms and maybe 25 different hardware architectures for transaction processing systems. It was an amazing thing to learn…
…On the hardware side, NemoClaw can run on any dedicated platform, including Nvidia’s GeForce RTX PCs and laptops, RTX PRO-powered workstations, and DGEX Station and DGX Spark AI supercomputers. OpenShell…
…OpenAI has already been commissioning tens of billions of dollars to get its own hardware, working with Nvidia, AMD, and Cerebras Systems directly as well as a bunch of other clouds and…
…But nothing like the full blown Red Hat Enterprise Linux or SUSE Linux Enterprise Server that companies deploy or the homegrown, full-blown Linuxes that the hyperscalers and cloud builders have created…
…The important thing is that Amazon Ads probably has much higher operating margins than the AWS core hardware business, and it can help pay for the AI buildout. “We expect to invest…
…They co-design and optimize their hardware and software stacks, wringing the best bang for the buck out of that iron so they can afford to make it at scale and then…
…We wonder how much internal backlog for AI hardware and services there is for Google’s own businesses, which have their own infrastructure and which do not officially use the Google Cloud…
…also why Hewlett Packard Enterprise and Dell had their own woes in the 2000s as they tried to build Baby Blues of their own, mixing datacenter hardware, software, and services. But thus…