Custom AI processors mean Broadcom printed money in Q4
Broadcom reported better-than-expected fourth quarter results as it continued to see a revenue surge due to custom AI chips.
Executive Network
Click Here, Learn More
AWS re:Invent 2025: This one was different
AWS re:Invent 2025 featured the usual firehose of news, announcements and tech talks, but it's also clear that AWS is becoming a different company. Yes, AWS is firmly committed to developers and dedicated to creating building blocks needed to scale agentic AI. But AWS is clearly more than an infrastructure company now. Yet it is not quite a software company either.
AWS launches Graviton5 as custom silicon march continues
AWS launched new Graviton5 based instances with 192 core per chip and a 5x larger cache as the company continues its custom processor cadence.
HPE delivers solid Q4 results, but server sales fall
HPE's results were mixed by product line. For instance server revenue was down 5% to $4.5 billion. Networking revenue, boosted by the acquisition of Juniper Networks, was $2.8 billion, up 150% from a year ago. Hybrid cloud revenue was $1.2 billion, down 12% from a year ago.
AWS, Google Cloud engineer interconnect between their clouds
Amazon Web Services and Google Cloud are making their clouds interoperable in a move that will be welcomed by multicloud enterprises.
Dell Technologies ups AI server shipment outlook amid strong Q3
Dell Technologies saw record AI server orders in the third quarter and raised its fiscal 2026 AI shipment guidance to $25 billion, up 150% from a year ago.
AWS to invest $50 billion for US govt HPC, AI infrastructure
Amazon said it will invest $50 billion to build and deploy AI and high performance computing infrastructure built for the US government.
Anthropic, Microsoft Azure, Nvidia ink $30 billion compute pact
Anthropic will continue to diversify its cloud infrastructure for its Claude workloads with an agreement to purchase $30 billion in Azure compute. In addition, Nvidia will invest up to $10 billion in Anthropic and Microsoft can invest up to $5 billion. Claude will also be available on Microsoft Foundry.
Dell brings more automation to Nvidia AI factory deployments
Dell Technologies said it adding more automation to Nvidia AI Factory deployments using blueprints that automate more than 30 manual steps and can get customers into deployment in as few as 10 clicks.
Cisco delivers strong Q1, starts to capture AI infrastructure spend
Cisco reported better-than-expected first quarter results, raised its outlook and said it landed more AI infrastructure orders from hyperscalers and posted strong networking growth.
AMD sees big growth over next 3 to 5 years, AI boom continuing
AMD projected compound annual revenue growth rates of 35% over the next three- to five years and said demand for AI infrastructure and its chip portfolio is strong.
Google Cloud's Ironwood ready for general availability
Google Cloud said its seventh generation Tensor Processing Unit (TPU), known as Ironwood, will be generally available soon as the company also outlined new Arm-based Axion instances.
- 1 of 15
- ››
