AI
Dell Says It Can Finally Make Some Big Money On GenAI
It is one thing for the market researchers of the world to make prognostications about hardware, software, and services spending relating to the GenAI boom. …
ISG
Compute
Hope Is The First Phase Of A Strategy To Profit From Selling AI Systems
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. …
Compute
Lenovo Breaks Even On Datacenter Hardware, Makes It Up In Services
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. …
AI
Dell’s AI Server Business Now Bigger Than VMware Used To Be
We have been watching the big original equipment manufactures like a hawk to see how they are generating revenues and income from GPU-accelerated system sales. …
Compute
Riding The Steadily Rising Enterprise IT Market
It is tough to get excited about mature markets that grow at a steady rate unless it happens to be the most profitable part of the market. …