We can all talk until we are blue in the face about how weird it is for so much money to be spent on servers during the GenAI boom, but after reviewing the latest market report from IDC – which is one again but sporadically giving out some stats to the public – we thought that to feel the full impact of this change, we should draw you a picture of the past 26 years of server revenues by quarter so you can take it all in. …
Updated: We have obtained new information in the wake of publishing our story. …
With a profitable PC business that has 25 percent of global shipments (thanks in large part to its acquisition of IBM’s PC business two decades ago) plus a respectable smartphone business (by virtue of its Motorola acquisition), the client device business at Lenovo is finally back to where it was during the peak of the coronavirus pandemic and is consistently delivering what are decent profits for this cut-throat part of the IT sector. …
Nvidia may have cornered the market for the compute engines and networks that link them to train GenAI models, and the company has a very large share of the platforms that do inference, too. …
Here is a question for you. What is more difficult: predicting the weather thirty days out or what global AI infrastructure spending will be out to the end of the decade? …
Here is a funny number to chew on. Sometime in the early part of 2026, if current trends persist, Google will have a spending rate on servers that is in excess of the inflation adjusted spending levels set by the entire world in the wake of the Dot Com bust. …
Technical debt is a real thing, as any IT manager, programmer, system administrator or SRE, or end user will tell you. …
Japanese tech conglomerate SoftBank announced a $6.5 billion acquisition of Arm server CPU upstart Ampere Computing back in March, and that deal has not yet closed. …
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. …
Back at the end of July, we had a discussion with CPU maker AMD and the topic of conversation was hybrid cloud. …
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