Quantum computing is finally heating up. There is a heady mix of high-profile and highly resourced big tech players like Google, Microsoft, Amazon Web Services, and Nvidia either building QPUs, simulating them, or integrating them with classical supercomputers in addition to well-funded younger companies and startups, such as QuEra, IonQ, Quantum Computing, Quantinuum, D-Wave, and Alice & Bob. …
There are somewhere on the order of 50,000 reasonably large companies, academic centers, and governments in the world that the enterprise IT market is like the ocean on a calm day in the doldrums. …
Over the past decade, it has been interesting to watch companies push the rock that is quantum computing up the steep hill. …
If all goes according to the high end of plan, then AMD should kiss $10 billion in revenues in the fourth quarter of this year, and if it was low-balling that number a little, then it should break through $10 billion and put the wrap on a $34.3 billion year that was its best year ever and its most profitable one in terms of absolute dollars and one of its better ones for net income as a share of revenue. …
Here is a question for you. What is more difficult: predicting the weather thirty days out or what global AI infrastructure spending will be out to the end of the decade? …
Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 billion for Azure infrastructure, Microsoft has reported that it has a revenue backlog dominated by its Azure cloud that stood at $392 billion as the first quarter of its fiscal 2026 year ended in September. …
Here is a funny number to chew on. Sometime in the early part of 2026, if current trends persist, Google will have a spending rate on servers that is in excess of the inflation adjusted spending levels set by the entire world in the wake of the Dot Com bust. …
Nvidia co-founder and chief executive officer Jensen Huang paced the stage at the company’s GTC Washington DC event dressed in his standard black leather jacket over a black T-shirt, with black pants and black sneakers, but the messages he delivered during his keynote was decidedly red, white, and blue. …
Qualcomm had datacenter envy back when Intel ruled the bit barns of the world, and now it has it even worse now that Nvidia has shown how AI processing can utterly transform the finances of a chip maker. …
Back in early September, the prognosticators at IDC put out an ebullient but simple AI spending forecast going out to 2029, and Gartner followed suit with a much more detailed AI spending forecast, which we augmented and expanded with the help of the market researcher a few weeks later. …
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