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Showing top 3 results for "gaming revenue reporting"

Microsoft Committed To Doubling AI Infrastructure In Two Years

… I have a tough time believing that OpenAI represented 55 percent of Intelligent Cloud revenues, and an even tougher time believing that OpenAI represented 68 percent of all Azure revenues. …

May 4, 2026 · Timothy Prickett Morgan

If You Can Make A Compute Engine, You Can Sell A Compute Engine

… The Gaming group does much better, at $173 million in our estimates, representing 24 percent of revenues for its operating income. …

May 6, 2026 · Timothy Prickett Morgan

Eridu Cuts To The AI Networking Chase With High Radix Switch System

… And that is enough revenue to engender innovation and to drive competition and still leave Nvidia the dominant supplier of compute and networking for AI systems in 2030. …

Mar 11, 2026 · Timothy Prickett Morgan

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Microsoft Committed To Doubling AI Infrastructure In Two Years

If You Can Make A Compute Engine, You Can Sell A Compute Engine

Eridu Cuts To The AI Networking Chase With High Radix Switch System