Welcome to the most important earnings call in history, with the weight of the aggregate stock markets of the entire world hanging on what Nvidia says and doesn’t say. …
Intel’s second quarter is pretty much a carbon copy of the first three months of 2024 when it comes to revenues across its newly constituted groups, and with an operating loss that is twice as big. …
Three years ago, thanks in part to competitive pressures as Microsoft Azure, Google Cloud, and others started giving Amazon Web Services a run for the cloud money, the growth rate in quarterly spending on cloud services was slowing. …
It would be hard to pick a worse time to not have an XPU offload engine that can do lots of matrix math at mixed precision and that can ship in volume. …
More than a decade ago, executives at Arm Ltd saw the energy costs in datacenters soaring and sensed an opportunity to extend the low-power architecture of its eponymous systems-on-a-chip that has dominated the mobile phone markets from the get-go and took over the embedded device market from PowerPC into enterprise servers. …
We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …
For more than a year now, we have been talking about how investments in AI servers have put a damper on budgets for servers used to support other corporate applications. …
Spoiler alert!
A lot of neat things have just been added to the Arm Neoverse datacenter compute roadmap, but one of them is not a datacenter-class, discrete GPU accelerator. …
The only way to accurately predict the future is to live it, but just the same, prognostication is one of the things that we humans love to do. …
For a market that is so integral to the global economy, it sure is hard to get a complete dataset on quarterly and annual spending on information technology. …
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