Marvell Pivots To AI Silicon, Looks Poised To Profit
It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …
It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …
Broadcom’s $69 billion acquisition of virtualization stalwart VMware was not an easy proposition. …
We said it from the beginning: There is no way that Meta Platforms, the originator of the Open Compute Project, wanted to buy a complete supercomputer system from Nvidia in order to advance its AI research and move newer large language models and recommendation engines into production. …
If you want to build the world’s largest social network, with 2.9 billion users, and the massive PHP stack that makes it into an application, you need a lot of infrastructure and you need it to arrive predictably. …
VMware burst onto the datacenter scene a little more than a decade ago, during the last big recession, when server virtualization appeared at exactly the right time when server spending was going to be seriously curtailed by economic forces. …
It is safe to say that companies that have traditionally built server, storage, and switch hardware have had a tough time finding their place in a world that is increasingly allergic to appliances and wants everything to come as software that customers have more control over. …
When search engine giant Google started planning and then building software-defined networks more than a decade ago, the term did not even exist yet. …
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