…Through 2032, Microsoft will continue to have a license to OpenAI code for models and products, though the license will no longer be exclusive. Here is where the money comes in: Microsoft…
… The question that we have is who is licensing the NVLink protocol, and under what conditions are customers allowed to use the protocol in custom AI clusters that might have homegrown CPUs and XPUs? …
… Software licensing revenues for stuff that is presumably closed source wiggles up and down here and there and is generally growing. …
…opposed to perpetual licenses and tech support, had $54.55 billion in sales, up 28.5 percent, with a gross profit (not an operating profit) of $36 billion, up 22.9 percent…
… We can’t assume that this commitment from OpenAI to buy capacity on the Azure cloud to train its models and serve up tokens stretches all the way put to 2032, when the exclusive licensing of the source code to the GPT class of models created by OpenAI runs out. …
Compute AMD Finally Makes More Money On GPUs Than CPUs In A Quarter Pent up demand for MI308 GPUs in China, which AMD has been trying to get a license to sell…
…It took only $12.9 billion in R&D spending in fiscal 2025 to create product lines that drove $215.9 billion in revenues and $120.1 billion in net income in…
CLOUD Broadcom Makes Its Pitch To Run Kubernetes On VMware VCF Broadcom’s $69 billion acquisition of virtualization pioneer VMware in late 2023 sent ripples through the tech industry that unsurprisingly focused on the skyrocketing price increases of as much as 300 percent to more than 1,000 percent… …
…But early this year, OpenAI’s revenues stumbled a bit (dropping from a $25 billion ARR to a $24 billion ARR, while Anthropic accelerated from a $14 billion ARR in February of…
HPE Throws VM Users A Lifeline, Unifying Containers And VM Management In Cloud Stack It has been more than two years now since Broadcom spent $69 billion to buy virtualization giant VMware and in short order rattled the cages of enterprises and the wider tech industry by announcing significant pric… …