It is funny how companies can find money – lots of money – when they think IT infrastructure spending can save them money, make them money, or do both at the same time. …
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. …
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. …
Just because you are the number one supplier of servers, storage, and PCs in the world does not mean the job of building those machines and making money is easy. …
All trends with AI point up and to the right, and usually pretty sharply. …
COMMISSIONED: Robust data governance is key to ethical, compliant, and efficient AI projects. …
We have been watching the big original equipment manufactures like a hawk to see how they are generating revenues and income from GPU-accelerated system sales. …
For most of the generative AI revolution thus far, the big original equipment manufacturers, or OEMs, have been sidelined as Nvidia and now AMD have done direct allocations of their GPU compute engines to hyperscalers, cloud builders, and other lighthouse customers. …
Several years ago, Subaru set a goal to stop fatal accidents involving its cars in 2030 and is leaning heavily on AI to reach the target. …
No surprises here: Reviewing first quarter earnings calls of S&P 500 companies, London-based analytics firm GlobalData found that generative AI was a key point of discussion among a growing number of the public companies. …
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