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. …
Everybody has been waiting to see the AI spike at Cisco Systems, and it just happened in its most current quarter. …
Here is how you know the cloud revolution is not done: Throughout the 77 quarter financial history of Amazon Web Services, which was formally launched in March 2006, there have been so few quarters of sequential revenue decline that you can literally count them on one hand. …
Every business has its patterns, and so it is with Google and its hodgepodge of advertising and cloud computing. …
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. …
Two weeks ago, before we began our nightmare travels to get to the 2025 edition of Nvidia’s GPU Technology Conference in San Jose, we put together an analysis of the AI server and storage spending forecasts put out by the good folks at IDC. …
After only a little more than a year of running Intel’s Data Center and AI group – which is probably about as much fun right now as falling down the stairs – Justin Hotard has departed the chip maker to become the next chief executive officer of Nokia, which interestingly enough has a renewed interest in building cloud networks and making money at that. …
The only thing that takes longer to bring online slower than a datacenter is a chip foundry, which is unfortunate for a lot of different reasons. …
Economic and technical forces have a kind of momentum that keeps them growing even as any new technology goes through its inevitable hype cycle from innovation to inflated expectations to disillusionment to deployment into productivity. …
There is a fractal nature in modern computing that is only becoming more and more apparent as workloads have long since outstripped the capacity of a single server. …
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