Dell saw a sequential slump in server sales its most recent quarter as customers were awaiting access to systems using Nvidia’s “Blackwell” GPUs, and rival Hewlett Packard Enterprise had a similar issue when it turns in its first quarter of fiscal 2025, which ended in early February. …
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. …
We have said it before, and we will say it again as everyone is chewing on the financial results that Nvidia just turned in for its third quarter of fiscal 2025 ended in October. …
The minute that search engine giant Google wanted to be a cloud, and the several years later that Google realized that companies were not ready to buy full-on platform services that masked the underlying hardware but wanted lower level infrastructure services that gave them more optionality as well as more responsibility, it was inevitable that Google Cloud would have to buy compute engines from Intel, AMD, and Nvidia for its server fleet. …
To AI or to not AI, that is not even a question in 2024. …
If there is any market on Earth that is sorely in need of intense some competition, it is the datacenter GPU market that is driving the AI revolution. …
The concrete has been poured and the first containers that will house the exascale-class “Jupiter” system at Forschungszentrum Jülich in Germany are being lifted into place for the modular datacenter that will be the home of the massive machine. …
The Texas Advanced Computing Center at the University of Austin is the flagship datacenter for supercomputing for the US National Science Foundation, and so what TACC does – and doesn’t do – is a kind of bellwether for academic supercomputing. …
Rated horsepower for a compute engine is an interesting intellectual exercise, but it is where the rubber hits the road that really matters. …
Welcome to the most important earnings call in history, with the weight of the aggregate stock markets of the entire world hanging on what Nvidia says and doesn’t say. …
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