Results

Insight News
May 20, 2024

Dell Technologies goes all-in on AI factories

Data to Decisions
Dell Technologies is going all-in on AI factories and enabling generative AI workloads powered by a wide range of third parties as well as Nvidia-flavored efforts. ...
Larry Dignan
Insight News
May 09, 2024

Arm's data center takeover: A lumpy revolution

Tech Optimization
Arm Holdings' chip designs may take over the data center over time as GPUs, cloud custom processors and Nvidia's march to AI factories gains momentum. But the road to licensing and...
Larry Dignan
Insight News
April 30, 2024

AMD Q1 delivers data center, AI sales surge of 80%

Tech Optimization
By unit, AMD posted record data center revenue in the first quarter of $2.3 billion, up 80% from a year ago. Growth was driven by AMD Instinct GPUs and 4th Gen AMD EPYC CPUs. ...
Larry Dignan
Insight News
April 25, 2024

Intel Q2 outlook weaker than expected

Tech Optimization
The chipmaker, which is trying to catch up in AI processors, said it expects second quarter revenue between $12.5 billion to $13.5 billion, well below the $13.61 billion Wall Stree...
Larry Dignan
Insight News
April 10, 2024

Meta launches latest chip for AI workloads

Tech Optimization
The second version of the Meta Training and Inference Accelerator (MTIA) highlights how cloud hyperscale players are creating their own processors for large language model (LLM) tr...
Larry Dignan
Insight News
April 02, 2024

Intel Foundry had $7 billion operating loss in 2023

Tech Optimization
Intel outlined its Intel Foundry results as it recast its financial reporting segments and added a new CFO as the unit aims for break even. ...
Larry Dignan
Insight News
March 20, 2024

Micron Technology: More AI, more memory, more demand ahead

Tech Optimization
Micron Technology CEO Sanjay Mehrotra said artificial intelligence workloads are boosting demand for memory chips as AI-optimized systems with GPUs and upcoming AI PCs are faring w...
Larry Dignan
Insight News
February 29, 2024

HPE Q1 server revenue falls 23% in mixed quarter

Tech Optimization
Hewlett Packard Enterprise posted a mixed first quarter where sales fell short of expectations due to what CFO Marie Myers said were "challenges brought by the softening of the net...
Larry Dignan
Insight News
February 29, 2024

What VMware customers are doing through the lens of Nutanix

Tech Optimization
Nutanix's second quarter earnings conference call featured a heavy dose of VMware questions from Wall Street analysts. Here's what Nutanix is seeing in the field about disgruntleme...
Larry Dignan