Results

Insight News
November 01, 2024

Intel defends Gaudi 3 as it misses 2024 sales targets

Data to Decisions
Intel CEO Pat Gelsinger argued that its Gaudi 3 AI accelerator will be able to deliver strong total cost of ownership even as it falls short of the $500 million revenue target for ...
Larry Dignan
Insight News
October 30, 2024

Is AI data center buildout a case of irrational exuberance?

Data to Decisions
The cost of artificial intelligence inference and training will fall and enterprises need to question the current groupthink that revolves around a never-ending data center buildou...
Larry Dignan
Insight News
October 10, 2024

Dell lays out AMD genAI systems, services

Data to Decisions
Dell Technologies launched new systems powered by AMD's next-generation EPYC server processors and PowerEdge XC9680 system powered by AMD Instinct MI300 and 300x AI accelerators. D...
Larry Dignan
Insight News
October 02, 2024

MongoDB 8.0 generally available, along with Atlas updates

Data to Decisions
At its MongoDB.local London event, MongoDB 8.0 went to GA along with other enhancements to the company's Atlas platform. MongoDB 8.0 is available on AWS, Google Cloud and Microsoft...
Larry Dignan
Insight News
September 18, 2024

Oracle's cloud, AI plans are a master class in co-opetition

Data to Decisions
Should Oracle's march toward fiscal 2029 revenue of $104 billion succeed it'll largely because it has managed multi-cloud deployments, co-opetition and triple wins for itself, part...
Larry Dignan
Insight News
August 29, 2024

Dell Technologies Q2 driven by AI server demand, backlog

Data to Decisions
Dell Technologies saw a second quarter boom in its infrastructure solutions group (ISG) revenue due to strong server and networking demand. Dell shipped $3.1 billion in AI servers ...
Larry Dignan
Insight News
August 28, 2024

Supermicro's really bad, horrible week

Data to Decisions
Supermicro said it won't be able to file its annual report on time "without unreasonable effort or expense" because it needs to assess its "internal controls over financial reporti...
Larry Dignan