Compute
AWS Graviton5 Strikes A Different Balance For Server CPUs
Updated: We have obtained new information in the wake of publishing our story. …
server
AI
The Road To HPC And AI Profits Is Paved With Good Intentions
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. …
Compute
AI Propels Dell’s Datacenter Top Line – Bottom Line Is A Challenge
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. …
AI
More Upward Revisions On AI Infrastructure Spending
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? …
Cloud
Google Spends More On Servers Than The Whole World Used To
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. …
Compute
Fixing Intel Foundry Is Like Stopping Tripping Down The Stairs
Technical debt is a real thing, as any IT manager, programmer, system administrator or SRE, or end user will tell you. …
Compute
“Polaris” AmpereOne M Arm CPUs Sighted In Oracle A4 Instances
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. …
AI
Dell Says It Can Finally Make Some Big Money On GenAI
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. …
Compute
Arm Says Neoverse Is A More Universal Compute Substrate Than X86
Back at the end of July, we had a discussion with CPU maker AMD and the topic of conversation was hybrid cloud. …
Store
Micron Humming Along On All Memory Cylinders
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. …