Jayshree Ullal, the chief executive officer of Arista Networks, has been pointing at the $10 billion revenue upper decks since the beginning of the AI boom, but is understandably hesitant about saying when the company would cross that threshold. …
Both the global economy and spending on information technology are so vast that it is hard to really grasp the numbers sometimes. …
It is beginning to look like Intel plans to milk the impending 18A manufacturing process for a long time. …
Micron Technology has not just filled in a capacity shortfall for more high bandwidth stacked DRAM to feed GPU and XPU accelerators for AI and HPC. …
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. …
When you drive around the major metropolitan areas of this great country of ours, and indeed in any most of the developed countries at this point, you see two things. …
Here is how you know you are in a tough business: No matter what you do, no matter how hard your people work and how smart they are, no matter that you are riding the wild tiger of AI growth and revenues have grown marvelously, you can’t make any money. …
Everybody has been waiting to see the AI spike at Cisco Systems, and it just happened in its most current quarter. …
Here is how you know the cloud revolution is not done: Throughout the 77 quarter financial history of Amazon Web Services, which was formally launched in March 2006, there have been so few quarters of sequential revenue decline that you can literally count them on one hand. …
Every business has its patterns, and so it is with Google and its hodgepodge of advertising and cloud computing. …
All Content Copyright The Next Platform