The central banks of the world, led by the European Central Bank and the US Federal Reserve, want to curb inflation and they are willing to cause a small recession or at least get very close to one to shock us all into controlling the acquisitive habits we developed during the lockdowns of the early years of the coronavirus pandemic. …
GPU computing platform maker Nvidia announced its financial results for its fiscal fourth quarter ended in January, which showed the same digestion of already acquired capacity by the hyperscalers and cloud builders and the same hesitation to spend by enterprises that other compute engine makers for datacenter computing are also seeing. …
Anybody who can read a financial report knows they are paying too much for compute, storage, networking, and software at Amazon Web Services. …
Everybody expected that Intel was going to turn in a pretty bad final quarter in 2022, and even before it posted its numbers yesterday after the market closed, there were plenty of signals that it was going to be worse. …
If there is a recession underway – and we are not convinced that there is even a little bit – then the Ethernet switch market did not get the memo. …
In case you haven’t figured it out yet, if you are not one of the hyperscalers or one of the biggest cloud builders, then you are a second class citizen, or maybe even third class, when it comes to the semiconductors that go into different part of the systems that run your organization. …
A massive buildout of infrastructure is happening within the datacenter walls of at least several of the hyperscalers and large clouds in the world if the financial results of Arista Networks, the upstart switch maker that has been taking on Cisco Systems in the datacenter with machines based on merchant silicon for more than a decade. …
It is the nature of big tech companies with near monopolies to start looking a bit like Rome in its Golden Age – the Pax Romana that held from when Augustus Caesar became emperor in 27 BC until Marcus Aurelius died in 180 AD. …
Two and a half years into the global coronavirus pandemic we all have upgraded our home IT infrastructure. …
If the semiconductor business teaches us anything, it is that volumes matter more than architecture. …
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