IBM Buys HashiCorp To Control The Alternative To Red Hat Kubernetes
… A 20 percent growth rate is a heck of a lot more than the 1.6 percent growth rate IBM’s core systems business had in the trailing twelve months. …
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HPE Catches Its First GenAI Wave With Enterprises, Sovereigns, And Neoclouds
… The Networking group, which includes HPE’s miniscule datacenter networking business, the Aruba business, and the Juniper business all put together, had sales of $2.69 billion, up by a factor of 2.5X year on year. …
Google Is A Full Stack AI Player, And Is Playing Well
… The bad news if you are a competitor of Google’s is that the search engine business and the various other advertising businesses at the company YouTube and network advertising are collectively doing well. …
HPE Works Harder And Smarter To Chase Datacenter Profits
… HPE’s datacenter switching business was up 4.8X to $444 million. HPE had a teeny tiny routing business probably based on Broadcom chips that only drove $1 million a year ago, but after the acquisition, it is up 77,900 percent to $780 million in Q1 F2026. …
The Memory Crunch Pinches Cisco’s Profits
… Companies will just defer acquisitions of general purpose machines to buy AI iron, we think. …
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
… After a strong Q4, the client and gaming chip business at AMD is going into a normal seasonal decline, and growth in the datacenter business will probably not be enough to offset that – but there’s a chance, as you see. …
Uncle Sam Awards $2 Billion-Plus To Quantum Companies, But Wants A Cut
… In announcing the funding, the DOC stressed the importance of U.S. leadership in quantum, noting the technology’s role in national defense, advanced materials, and business sectors from biopharmaceuticals to finance and banking to energy. …