Results

Insight News
February 27, 2025

Dell Q4 powered by AI servers

Data to Decisions
Dell Technologies delivered better-than-expected fourth quarter earnings as it continues to see strong demand for AI servers. Shipments for AI servers will hit $15 billion in ...
Larry Dignan
Insight News
February 06, 2025

AWS revenue up 19% in Q4, Amazon results shine

Data to Decisions
Amazon Web Services revenue growth checked in at 19% in the fourth quarter as parent Amazon handily topped estimates. Amazon's outlook, however, was mixed. ...
Larry Dignan
Insight News
February 04, 2025

AMD data center business continues to shine in Q4

Data to Decisions
AMD reported better-than-expected fourth quarter results as its data center revenue was $3.9 billion, up 69% from a year ago doing to its GPU and server chip demand. ...
Larry Dignan
Insight News
January 30, 2025

Intel Q1 outlook light, Q4 better-than-expected

Tech Optimization
Intel is still on the hunt for a CEO, but the company's fourth quarter results were better-than-expected even as sales fell from a year ago in every division except for network and...
Larry Dignan
Insight News
January 30, 2025

Oracle scales Oracle Database@Google Cloud

Data to Decisions
According to the companies, Oracle Database@Google Cloud will add more regions over the next 12 months. ...
Larry Dignan
Insight News
January 30, 2025

DOJ sues to thwart HPE's acquisition of Juniper Networks

Tech Optimization
The Department of Justice sued to block Hewlett Packard Enterprise's planned acquisition of Juniper arguing that the combination will hamper competition in the enterprise wireless ...
Larry Dignan
Insight News
December 05, 2024

HPE Q4 strong as server revenue surges due to AI

Data to Decisions
HPE reported better-than-expected fourth quarter results as server revenue surged due to AI demand. HPE also said that it expects its acquisition of Juniper Networks to close in ea...
Larry Dignan
Insight News
December 03, 2024

AWS revamps S3, databases with eye on AI, analytics workloads

Data to Decisions
AWS outlined a series of improvements to its S3 service to manage metadata automatically, leverage Apache Iceberg tables and optimize for analytics workloads with Amazon S3 Tables....
Larry Dignan
Insight News
December 02, 2024

Intel CEO Gelsinger out: 5 looming questions ahead

Data to Decisions
It's unclear who will be the new CEO of Intel, but one thing is certain--there will be a lot of work ahead. Here's a look at some of the big questions the new Intel leader will hav...
Larry Dignan
Analyst Blog
December 02, 2024

Monday's Musings: Seven Big Themes In Tech For The Next Presidency

Data to Decisions
Expect Regulations For National Security, But Overall Lighter Regulatory Framework For the most part, tech has done well regardless of presidential administrations due to the light regulation of the overall industry. This has allowed large digital giants to emerge and dominate global markets across a multitude of industries. Amidst a national security backdrop and increasing capital required in the tech arms race, government has been hesitant to over regulate.
R "Ray" Wang
Insight News
December 02, 2024

Oracle Database@AWS hits limited preview

Data to Decisions
Oracle said that customers can now access Oracle Database@AWS in limited preview. The limited availability landed just a few weeks after Oracle and AWS announced their partnership....
Larry Dignan
Insight News
November 19, 2024

Hitachi Vantara expands AI infrastructure footprint

Data to Decisions
Hitachi Vantara in recent weeks has built out its AI infrastructure offerings with the aim of expanding its market share and genAI footprint in data centers. ...
Larry Dignan
Insight News
November 12, 2024

Akamai launches Akamai App Platform as it scales cloud business

Next-Generation Customer Experience
Akamai launched its Akamai App Platform, which aims to make it easier for developers to deploy cloud native applications on Kubernetes. Akamai's App Platform highlights how the com...
Larry Dignan