By unit, AMD posted record data center revenue in the first quarter of $2.3 billion, up 80% from a year ago. Growth was driven by AMD Instinct GPUs and 4th Gen AMD EPYC CPUs.
The chipmaker, which is trying to catch up in AI processors, said it expects second quarter revenue between $12.5 billion to $13.5 billion, well below the $13.61 billion Wall Street expected.
The second version of the Meta Training and Inference Accelerator (MTIA) highlights how cloud hyperscale players are creating their own processors for large language model (LLM) training and inferencing.
Google Cloud outlined a series of services and enhancements across its platform in a bid to make it easier for enterprises to bring their data to generative AI models, build applications and deploy them at scale.
Intel outlined its Intel Foundry results as it recast its financial reporting segments and added a new CFO as the unit aims for break even.
Micron Technology CEO Sanjay Mehrotra said artificial intelligence workloads are boosting demand for memory chips as AI-optimized systems with GPUs and upcoming AI PCs are faring well.
Dell Technologies said it will support Retrieval-Augmented Generation (RAG) with Nvidia systems as it rolled out a set of Dell PowerEdge servers with HGX H200, HGX B100, HGX B200 and GB200 SuperChip.
Nvidia CEO Jensen Huang said "accelerated computing has reached the tipping point" across multiple industries as the company launched new GPUs including a new platform called Blackwell, NVLink Switch Chip, applications and a developer stack that blends virtual simulations, generative AI, robotics and multiple computing fronts.
The lowly enterprise data center may be making a comeback as companies look to leverage generative AI but keep corporate data secure and lower costs.
"We are also seeing strong interest and orders for AI optimized servers equipped with the next generation of AI GPUs, including the H200 and MI300X," said COO Jeff Clarke, referring to Nvidia and AMD GPUs, respectively.
Hewlett Packard Enterprise posted a mixed first quarter where sales fell short of expectations due to what CFO Marie Myers said were "challenges brought by the softening of the networking market and GPU deal timing."
Nutanix's second quarter earnings conference call featured a heavy dose of VMware questions from Wall Street analysts. Here's what Nutanix is seeing in the field about disgruntlement over Broadcom's VMware strategy.
