Economic and technical forces have a kind of momentum that keeps them growing even as any new technology goes through its inevitable hype cycle from innovation to inflated expectations to disillusionment to deployment into productivity. …
The third quarter earnings season starts this week for the hyperscaler and cloud giants, and it is fortuitous that the economists and IT analysts at Gartner have updated their forecast for IT spending for 2024 and added an jaw-dropping forecast for 2025 and hinted at a brave new world of massive datacenter spending out to 2028. …
Wall Street might have unreasonable expectations about how OEMs and ODMs can profit from the GenAI boom through selling GPU laden systems. …
We have been watching the big original equipment manufactures like a hawk to see how they are generating revenues and income from GPU-accelerated system sales. …
It’s still Ketchup Week here at The Next Platform, and we are going to be circling back to look at the financials of a number of bellwether datacenter companies that we could not get to during a number of medical crisis – including but not limited to our family catching COVID when we took a week of vacation at a lake in Michigan. …
If AMD is willing and eager to spend $4.9 billion to buy a systems company – that is more than its entire expected haul for sales of datacenter GPUs for 2024 – then you have to figure that acquisition is pretty important. …
Everybody knows that companies, particularly hyperscalers and cloud builders but now increasingly enterprises hoping to leverage generative AI, are spending giant round bales of money on AI accelerators and related chips to create AI training and inference clusters. …
Here is a paradox for you: Spending on infrastructure to support generative AI is apparently booming, as clearly evidenced by the skyrocketing revenues and profits of Nvidia. …
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