Results

Insight News
May 21, 2025

Snowflake delivers strong Q1, Q2 outlook

Data to Decisions
Snowflake delivered first quarter revenue growth of 26%. The company's data platform continues to see strong demand due to AI workloads. ...
Larry Dignan
Insight News
May 20, 2025

Dell Technologies: Welcome to the disaggregated data center

Data to Decisions
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 f...
Larry Dignan
Insight News
May 13, 2025

Stargate Project sites under due diligence, says SoftBank

Data to Decisions
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. ...
Larry Dignan
Insight News
May 06, 2025

AMD’s data center sales surge in Q1

Data to Decisions
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% fr...
Larry Dignan
Insight News
April 30, 2025

A nuanced view of AI data center buildout concerns

Data to Decisions
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? ...
Larry Dignan
Insight News
April 24, 2025

Intel Q1 a start, but no quick fixes ahead

Data to Decisions
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...
Larry Dignan
Insight News
March 28, 2025

CoreWeave's IPO: What you need to know

Data to Decisions
CoreWeave filed to go public and it's unclear whether the company's debut on the stock market will be a signal of an AI infrastructure top or just a milepost on a multi-year buildo...
Larry Dignan
Insight News
March 16, 2025

AI? Whatever. It's all about the first party data

Data to Decisions
Enterprises are taking their own secret sauce--first party data--and combining it with AI models. The early results are promising, but you're also going to see mergers that ar...
Larry Dignan
Insight News
March 12, 2025

Intel names Tan CEO

Tech Optimization
Intel has its new CEO. Lip-Bu Tan, formerly CEO of Cadence Design Systems, will take over as CEO, effective March 18. ...
Larry Dignan