There are four businesses that are very difficult for an equipment manufacturer in the IT sector to make any money on: smartphones, PCs, datacenter servers, and services. …
Generative AI is arguably the most complex application that humankind has ever created, and the math behind it is incredibly complex even if the results are simple enough to understand. …
It is beginning to look like Intel plans to milk the impending 18A manufacturing process for a long time. …
While the hyperscalers and clouds and their AI model builder customers are setting the pace in compute, networking, and storage during the GenAI revolution, that does not mean that they will necessarily provide the only systems that will be used by the largest enterprises in the world. …
Here at The Next Platform, the quarterly earnings season starts with Taiwan Semiconductor Manufacturing Co. …
With AI being the biggest change in IT infrastructure since the Dot Com boom, it was no surprise that at the annual Cisco Live event last month in San Diego, the focus was on AI – and particularly agentic AI – and how the networking giant differentiates itself from other infrastructure vendors when it comes to the emerging technology. …
It has taken the better part of a year and a half and some wrangling with the US Department of Justice to get it done, but Hewlett Packard Enterprise has finally completed its $14 billion acquisition of Juniper Networks. …
As we have said many times here at The Next Platform, the only way to predict the actual future is to live it. …
Hewlett Packard Enterprise has kept a steady drumbeat for much of the year as it looks to position itself as the go-to IT hardware and software vendor for the rapidly expanding AI market, which has grown from chatbots to AI agents in under three years. …
It has been two and a half months since new chief executive officer Lip-Bu Tan gave the keynote at Intel’s Vision 2025 event, and the company has been relatively quiet by its own standards over the past several decades as Tan gets the lay of the land and tries to plot out the course of the company to rebuild its foundry business and reorient and focus its chip design and sales business. …
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