… Let’s talk about the current quarter numbers for Marvell and then get into the rising forecasts cause by the ever-embiggening GenAI boom. In the quarter ended in February, Marvell’s revenues rose by 22.1 percent to $2.22 billion, right where we figured they would be in our model. …
… 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 terms of server revenues worldwide. compute server oem odm nvidia lenovo it spending ieit systems idc gpu-accelerated forecast dell supermicro amd…
… Remember: These revenue figures are not just for the switches, but also for optic and copper cables as well as transceivers, SmartNICs, DPUs. So be careful comparing Nvidia networking revenues with just switch revenues from others. …
… The real spending levels are what matters because that tells you about capacity, not price or revenue. …
… If you strip out the edge and campus businesses, which we try to do each quarter because we want to know what is happening in the datacenter, here is what the trendline looks like for the company’s revenues and profits: After many years of projecting and modeling, and revenue guidance for both 2025… …
… In the quarter ended in December, Arista had a tad under $2.1 billion in product revenues, up 30.3 percent, with services revenues growing at a 21.6 percent clip to hit $392.1 million. …
… Cisco ended the quarter with $15.78 billion in cash and equivalents in the bank, and had a revenue backlog of $43.4 billion, up 5.1 percent. Cisco’s revenue backlog grows slowly and every once in a while shrinks a bit. …
… Only four years ago, TSMC was averaging less than $5,000 per wafer of revenue that’s total revenue divided by wafer output in 12-inch equivalents , but in the March quarter, the revenue per wafer is up 1.7X compared to four years ago to $8,600. …
… Even if he is right and we are wrong, it will not be long before GPU revenues at AMD almost always beat CPU revenues, simply because GPUs are more expensive and in higher demand. …
… As we have pointed out before in our analysis, Nvidia is perhaps the only company that can afford to give away its models because it can make its revenue stream back on AI systems. …