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. …
For much of the two-plus years since ChatGPT hit the market and kicked off the generative AI frenzy, the market tilted toward well-resourced hyperscalers like Google, Amazon Web Services, and Microsoft as well as Tier 2 cloud service providers, with powerful – and expensive – accelerators and massive large language models like Meta’s Llama with 405 billion parameters. …
If you are going to be the full-stack, hardware-to-software-to-developer tools leader in the brave new world of AI, as Nvidia most certainly is, then you have to be able to adapt to the myriad environments that the emerging technology is threading itself through. …
It took a long, long time to convert the old IBM PC business acquired in 2004 into the dominant supplier of client devices in the world, but Lenovo is nothing but not patient and bypassed HP Inc in 2013 and has had the largest share of the market since that time. …
You can’t turn back the hands of time, but if you are lucky enough in business, you can continue to find some modicum of relevance that outlasts your initial success and even adapt to new conditions as they inevitably and often unexpectedly change. …
If we are ever going to know what affect the coronavirus pandemic has had on the IT sector, we have to keep track of what was going on before the outbreak started to hit us hard in the first quarter of 2020. …
Not everybody is a hyperscaler or large public cloud builder, and no two companies are happier about that than Dell Technologies and Hewlett Packard Enterprise, the two largest original equipment manufacturers in the world for servers and storage and also the two companies that chased plenty of sales at these webscale datacenter operators in years gone by but which have learned, of necessity, to walk away from deals where they can’t make money or even lose money. …
All Content Copyright The Next Platform