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. …
It is hard to keep a model of datacenter infrastructure spending in your head at the same time you want to look at trends in cloud and on-premises spending as well as keep score among the key IT suppliers to figure out who is winning and who is losing. …
If the original equipment manufacturers of the world had software massive software divisions – like many of them tried to do a two decades ago as they tried to emulate IBM and then changed their minds a decade ago when they sold off their software and services businesses and pared down to pushing tin and iron – then maybe they might have been on the front edge of AI software development and maybe they would have been closer to the front of the line for GPU allocations from Nvidia and AMD. …
If you are in the traditional HPC community, it is not hard to be of two minds about the rise of AI and the mainstreaming of generative AI. …
We think that server spending is a leading indicator of economic growth or decline, and we are tracking the public companies that peddle systems to try to get a sense of how they are doing to get a better sense of what enterprises, governments, academic institutions, and other organizations separate from the hyperscalers and cloud builders, the latter of which comprise around half of server shipments and slightly less than half of server spending. …
SPONSORED POST Over the past decade, the heat generated by server CPUs has increased by 3.5X and now is pushing 500 watts. …
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. …
Sponsored Feature: Humans have wanted to know what the weather is going to do since first we understood how the forces of nature determined our expectations of survival. …
It has been nearly four decades since the Chinese Academy of Sciences handed Liu Chuanzhi and Danny Lui $25,000 to help found Legend, originally a maker of TV sets that, in the wake of the success of the IBM PC and the Apple II computer, decided maybe becoming a maker of PCs was a better idea. …
A combination of Lenovo HPC and system optimization could help genomics detect and defuse healthcare timebombs
Sponsored Feature The concept of precision medicine is revolutionizing healthcare by ‘personalizing’ treatment using genomics to provide insights into a patient’s genetic make-up gleaned from study of their own DNA. …
All Content Copyright The Next Platform