Results

Analyst Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

Data to Decisions
lt;pgt;New Chips, New Business Models Ahead In Accelerated Computinglt;/pgt; lt;pgt;Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,00...
R "Ray" Wang
Insight News
March 11, 2024

Oracle's Q3 IaaS revenue up 49%

Data to Decisions
lt;pgt;quot;We expect to continue receiving large contracts reserving cloud infrastructure capacity because the demand for our Gen2 AI infrastructure substantially exceeds supply—d...
Larry Dignan
Insight News
February 29, 2024

HPE Q1 server revenue falls 23% in mixed quarter

Tech Optimization
lt;pgt;Hewlett Packard Enterprise posted a mixed first quarter where sales fell short of expectations due to what CFO Marie Myers said were quot;challenges brought by the softening...
Larry Dignan
Insight News
February 26, 2024

Workday to buy HiredScore amid mixed Q4

Data to Decisions
lt;pgt;Carl Eschenbach, CEO of Workday, said the company saw quot;continued momentum with full platform customer wins and expansions within our base.quot;lt;/pgt; ...
Larry Dignan
Insight News
February 20, 2024

Hitachi Vantara names HPE alum CTO

Tech Optimization
lt;pgt;Hitachi Vantara named Ayman Abouelwafa as its new chief technology officer as it continues to build out its executive team.lt;/pgt; ...
Larry Dignan
Insight News
February 18, 2024

Nvidia's uncanny knack for staying ahead

Data to Decisions
lt;pgt;Nvidia's ability to stay ahead of the curve is fascinating. Nvidia has dominated generative AI with GPUs that until recently were the only game in town for accelerated compu...
Larry Dignan