An interesting thought experiment to do in 2025 when looking at the financial results of just about any of the key compute, storage, and networking component and system suppliers is to imagine how any given company’s numbers would look if you backed out the AI portions of its business. …
Here is what memory bandwidth and a certain amount of capacity is worth in the GenAI revolution. …
If you don’t like gut-wrenching, hair-raising, white-knuckling boom bust cycles, then do not go into the memory business. …
When it comes to funding rounds for high tech companies, the alphabet usually runs out somewhere around Series E. …
Companies have been working for years to pull together block, file, and object storage under a single umbrella, giving enterprises that are at times dealing with petabytes of data spread across datacenters, the cloud, and the edge a simpler way to manage, organize, and access all that information. …
In a cloud-based, highly distributed, and data-centric world, flexibility in what a piece of hardware and its systems software can do, where it can run, and how it can be configured is a critical differentiator for picky enterprises. …
In case it is not immediately obvious, over the past decade Nvidia has been transforming itself from a component supplier into a complete platform provider. …
Usually, innovation starts with the hyperscalers, HPC centers, and cloud builders of the world and spreads to the enterprise. …
Intel in October clarified its memory plans moving forward when it announced it is selling its NAND memory business to SK Hynix in a two-step acquisition that is worth $9 billion and will take until 2025 to be completed. …
The push by established datacenter tech vendors to get into the as-a-service game has accelerated in recent months, fueled in part by the COVID-19 pandemic and the need by organizations to more quickly embrace cloud services to help them adapt to the suddenly shifted business model that features a more widely distributed workforce, which brings a truckload of security and management issues. …
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