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. …
The United States may not have an indigenous foundry that makes high performance XPU compute engines for AI and HPC applications, but it certainly does have a home-based maker of high performance memory in Micron Technology. …
Sales of GPU-accelerated servers are still hurting margins at Hewlett Packard Enterprise, as they are doing at all OEMs and probably the ODMs, too, but the good news is that they will be hurting less and less as sales of beefier and more profitable general purpose servers are on the rise and as sovereign clouds and neoclouds turn to HPE for iron and pay higher unit prices for gear. …
Every OEM in the world has two choices.
Choice One: Sell the Nvidia AI hardware and software stack and boost the top line while diluting operating income in their systems businesses. …
With AMD having attaining more than 40 percent revenue share and more than 27 percent shipment share in the X86 server CPU market in the first half of 2025, that means two things. …
Just because the center of gravity for GenAI compute and other kinds of machine learning and data analytics has shifted from the CPU to the XPU accelerator – generally a GPU these days, but not universally – does not mean that the choice of the CPU for the system hosting those XPUs doesn’t matter. …
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