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. …
It is beginning to look like Intel plans to milk the impending 18A manufacturing process for a long time. …
As we have said many times here at The Next Platform, the only way to predict the actual future is to live it. …
Much of the business that Cisco Systems and others have been doing in the AI infrastructure field since OpenAI lit the generative AI fuse with ChatGPT in November 2022 has been deploying hardware and software with the hyperscalers, a lucrative business that led company executives to promise to sell as much as $1 billion in back-end network technology by the end of its fiscal year and then to blow past that a quarter early. …
Hewlett Packard Enterprise is going through yet another restructuring to reduce costs, something we have seen a lot of in the past two decades and a half decades since it acquired Compaq to become a volume server peddler as well as high end system supplier for enterprises. …
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. …
Nvidia co-founder and chief executive officer Jensen Huang did not do his OEM and ODM partners, who are the company’s main route to bring the infrastructure underpinning GPU systems to market, any favors when he suggested its “Hopper” GPU platforms would be blown away by their “Blackwell” kickers. …
Spending on AI systems in 2024 just utterly blew by the expectations of the major market researchers and those who dabble in metrics like we do. …
The IT infrastructure market is undergoing its own kind of climate change thanks to the overheating of the market due to the GenAI boom. …
For as long as we can remember, the high performance computing business was one where it has been difficult for the manufacturers that build systems to make a buck. …
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