Insights

Constellation Insights
December 10, 2025

Oracle Q2 mixed, says it will be neutral on GPUs

Oracle reported a mixed second quarter and said it has sold its Ampere unit because it's not strategic to design and manufacture its own chips. Oracle CTO Larry Ellison said, "we are now committed to a policy of chip neutrality where we work closely with all our CPU and GPU suppliers."

Constellation Insights
December 7, 2025

AWS re:Invent 2025: This one was different

AWS re:Invent 2025 featured the usual firehose of news, announcements and tech talks, but it's also clear that AWS is becoming a different company. Yes, AWS is firmly committed to developers and dedicated to creating building blocks needed to scale agentic AI. But AWS is clearly more than an infrastructure company now. Yet it is not quite a software company either.

Constellation Insights
December 4, 2025

HPE delivers solid Q4 results, but server sales fall

HPE's results were mixed by product line. For instance server revenue was down 5% to $4.5 billion. Networking revenue, boosted by the acquisition of Juniper Networks, was $2.8 billion, up 150% from a year ago. Hybrid cloud revenue was $1.2 billion, down 12% from a year ago.