Micron Technology: Q4, 2025 outlook driven by AI data center boom
Micron Technology reported record data center revenue and saw strong demand for its data center DRAM and high bandwidth memory as well as data center SSD sales.
Technology Optimization advises CIOs seeking to invest in innovation and strategic advantage while optimizing the cost of providing ongoing support.
New economic realities and shrinking IT budgets necessitate that IT organizations become better at justifying new projects, more efficient in delivering IT services, and smarter at adopting new technologies that can deliver business value while reducing costs.
Organizations must work together to optimize the cost reduction that funds innovation, and learn how to balance the needs of business with the responsibilities of IT. Is your organization ready for the shift to innovation? Have you developed a strategy to fund innovation with optimization?
Micron Technology reported record data center revenue and saw strong demand for its data center DRAM and high bandwidth memory as well as data center SSD sales.
Google Cloud's move to file a complaint with the European Commission over Microsoft's alleged anti-competitive business practices with Azure highlights how the cloud battle is moving to courtrooms and regulators.
Broad Reaching Survey Shows Insight Into Both Progress and Trends In Sustainability
In the third annual “A World In Balance 2024” report by Capgemini Research Institute, 6500 consumers over the age of 18 and 2152 executives employed at 727 organizations with more than $1 billion in annual revenue were surveyed on their views, investments, and progress in sustainability. Overall findings show how organizations have prioritized investments with tangible return on investment (ROI), improved sustainable design, and doubled down on measurement. Key regulations such as the European Union’s corporate sustainability reporting directive (CSRD) will drive continued investments to address regulatory compliance.
Constellation Energy said that it is restarting Three Mile Island (TMI) Unit 1 and will sell about 835 megawatts of power to Microsoft for AI workloads. AI data centers are going to be increasingly co-located with nuclear power plants.
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, partners and enterprises.
Intel plans to establish its Foundry business as an independent subsidiary as it aims to cut costs and optimize its business.
Dell Technologies Chief Operating Officer Jeff Clarke said “there’s no question that AI is coming to the enterprise” due to data gravity and proprietary information that won’t be moved to the cloud.
Oracle CTO Larry Ellison hit the stage with AWS CEO Matt Garman to talk about their multicloud partnership and optimizing. Ellison also talked about Oracle's autonomous security efforts to prevent ransomware, identity theft and other attacks.