Perhaps the biggest takeaway in the quarter is that Oracle's infrastructure-as-a-service unit is closing in on the company's SaaS revenue.
Broadcom CEO Hock Tan said AI revenue in the second quarter was up 46% from a year ago to $4.4 billion.
Nvidia said its GB200 NVL72 rack scale systems outperformed Hopper by a wide margin based on MLPerf Training submissions across categories.
Hewlett Packard Enterprise delivered better-than-expected second quarter earnings as it saw strong demand for its AI servers and hybrid cloud.
Chief Operating Officer Jeff Clarke said the company saw strong AI demand. "We're experiencing unprecedented demand for our AI-optimized servers. We generated $12.1 billion in AI orders this quarter alone, surpassing the entirety of shipments in all of FY25 and leaving us with $14.4 billion in backlog," he said.
The mass exodus from VMware following Broadcom wasn't a sprint as much as it was a walk. Nevertheless, earnings results from Nutanix and Pure Storage highlight VMware customers are taking a measured approach to leaving.
Nvidia reported strong first quarter results as its data center demand remains strong. The company’s writedown for H20 chips designed for China was also lower than expected.
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."
