Since the start of the generative AI boom, demand for Nvidia GPUs has been insatiable. Nvidia is still raking in cash from its AI infrastructure, but there are few recent developments indicating that the industry is maturing a bit.
According to Dell Technologies the modern data center will be disaggregated and more turnkey courtesy of software automation. Private clouds will also take architecture cues from AI factories and Nvidia's designs
Dell Technologies expanded its AI factory portfolio and expanded its ecosystem with tighter partnerships with Nvidia, AMD and large language model companies with a host of new servers, networking gear and integrated systems.
AMD retains ZD Systems' AI infrastructure design and customer enablement business that will focus on cloud customers. As part of the deal, Sanmina will become a preferred new product introduction manufacturing partner for AMD's cloud rack and cluster-scale AI hardware
Nvidia CEO Jensen Huang said at Computex: "Nothing gives me more joy than when you buy everything from Nvidia. I just want you guys to know that, but it gives me tremendous joy when you buy anything from Nvidia."
Cisco reported better-than-expected third quarter earnings as the company saw a surge in AI infrastructure demand and strong results from Splunk.
The Stargate Project is currently eyeing as many as three sites for AI data centers and Softbank executives said due diligence is currently underway on multiple proposals.
The chipmaker, which is playing catch up to Nvidia in AI infrastructure, reported first quarter earnings of $709 million, or 44 cents a share, on revenue of $7.4 billion, up 36% from a year ago. Non-GAAP earnings were 96 cents a share.
Whether you're freaked out about hyperscalers pulling back on AI data center buildouts boils down to time frame. Are you planning for 5 months or five years?
The chipmaker said it will aim to lower operating expenses in 2026 to $16 billion from $17 billion in 2025. Operating expenses in 2025 were previously projected to be $17.5 billion. The company didn't disclose a headcount figure for layoffs.
Taiwan Semiconductor reported strong first quarter results, but most of the questions on the earnings recall revolved around tariffs, global expansion and AI infrastructure demand.
The enterprise data center was supposed to be dead by now, but the reality is on-premises workloads are getting new life courtesy of AI workloads.
