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. …
Given two endpoints and a compound annual growth rate between those two points over a specific amount of time is not as useful as it seems. …
To a certain extent, Nvidia and AMD are not really selling GPU compute capacity as much as they are reselling just enough HBM memory capacity and bandwidth to barely balance out the HBM memory they can get their hands on, thereby justifying the ever-embiggening amount of compute their GPU complexes get overstuffed with. …
Much of the business that Cisco Systems and others have been doing in the AI infrastructure field since OpenAI lit the generative AI fuse with ChatGPT in November 2022 has been deploying hardware and software with the hyperscalers, a lucrative business that led company executives to promise to sell as much as $1 billion in back-end network technology by the end of its fiscal year and then to blow past that a quarter early. …
After three relatively short years of explosive growth thanks to the GenAI boom, AI is driving half of systems revenues worldwide already. …
Unsurprisingly, the main topic of conversation at the recent Dell Technologies World 2025 event in Las Vegas was AI, and a central theme that wove through many of the messages we heard there was that adopting the emerging technology is much easier now than it was even a year ago. …
Hewlett Packard Enterprise is going through yet another restructuring to reduce costs, something we have seen a lot of in the past two decades and a half decades since it acquired Compaq to become a volume server peddler as well as high end system supplier for enterprises. …
While it has always been true that flatter networks and faster networks are possible with every speed bump on the Ethernet roadmap, the scale of networks has kept growing fast enough that the switch ASIC makers and the switch makers have been able to make it up in volume and keep the switch business growing. …
Marvell Technology made some big bets about delivering chip packaging and I/O technologies to the hyperscalers and cloud builders of the world who want to design their own ASICs but who do not have the expertise to get those designs across the finish line into products. …
Back in February, Dell, the world’s largest server maker, told Wall Street that it was planning on selling and delivering $15 billion in AI servers in its fiscal 2026, when will end in early November. …
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