AMD Q2 on target on strength of data center, PC chips
AMD reported solid second quarter as its PC and gaming unit delivered more revenue growth than data center.
Executive Network
Click Here, Learn More
AWS Q2 sales growth 17.5%, nears $124 billion annual revenue run rate
Amazon Web Services' revenue in the second quarter jumped 17.5% to $30.9 billion, which is good for an annual revenue run rate approaching $124 billion.
DigitalOcean CEO Paddy Srinivasan on AI natives, inferencing, agentic AI adoption
DigitalOcean CEO Paddy Srinivasan said AI inferencing is becoming the dominant workload at the cloud provider, AI native companies have the potential to scale faster and leaner than ever before and agentic AI is in the early innings with a lot of loose ends to tie up.
HPE ups savings targets for Juniper Networks integration
HPE raised its savings target for the Juniper Networks acquisition, set its integration teams, said no customer will be left behind and provided the first installment of vision for the combined companies.
CoreWeave buys Core Scientific for $9 billion
According to CoreWeave, the acquisition of Core Scientific will eliminate about $10 billion of future leases, create $500 million annual run rate cost savings by the end of 2027 and simplify operations.
AI's boom and the questions few ask
The money being thrown around AI talent and infrastructure is staggering, but the return on investment may be sketchy for longer time frames. What happens if AI demand doesn't deliver triple-digit growth forever?
HPE completes Juniper Networks purchase, eyes integration next
HPE's has closed the acquisition of Juniper Networks in a move that will double its networking business.
HPE launches GreenLake Intelligence, adds AI agents throughout hybrid cloud stack
HPE launched new CloudOps Software, layered AI agents throughout its hybrid cloud stack, unveiled GreenLake Intelligence and expanded its AI factory. In addition, Digital Realty said it would standardize its data center footprint on HPE.
Oracle Cloud’s annual revenue run rate exiting Q4 nears $27 billion
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 delivers strong Q2 on AI networking demand
Broadcom CEO Hock Tan said AI revenue in the second quarter was up 46% from a year ago to $4.4 billion.
Nvidia releases MLPerf Training results as it ramps AI factories
Nvidia said its GB200 NVL72 rack scale systems outperformed Hopper by a wide margin based on MLPerf Training submissions across categories.
HPE Q2 solid due to AI demand, hybrid cloud
Hewlett Packard Enterprise delivered better-than-expected second quarter earnings as it saw strong demand for its AI servers and hybrid cloud.
