Tech Optimization

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 fiscal 2026, according to the company.

IonQ doubles down on quantum networking, names new CEO as it eyes scale

By Larry Dignan

IonQ is doubling down on quantum networking with an acquisition, diversifying globally and has a new CEO along with fourth quarter results and plans to raise more capital.

Nvidia strong Q4, outlook eases AI infrastructure spending fears for now

By Larry Dignan

Nvidia delivered strong results in the fourth quarter as its data center business posted growth of 93% from a year ago.

HPE, Platform9 latest to target VMware customer angst

By Larry Dignan

Broadcom has made VMware more profitable and has kept large customers in the fold, but the next wave of competitors, notably HPE and Platform9, is ramping up efforts to migrate them to a new virtualization platform.

Hershey finishes SAP S/4HANA implementation: Is it sweet or suite?

By Larry Dignan

Hershey has to navigate inflation, supply chain disruptions, consumer tastes and GLP-1 obesity drugs and their impact on demand. But at least the company has reached the finish line moving to SAP S/4HANA and one instance.

Alibaba's cloud unit garners Q3 AI demand boost, touts Qwen efforts

By Larry Dignan

Alibaba's cloud computing business delivered 13% revenue growth and the company said it is "committed to advancing multi-modal AI technology and expanding our opensource initiatives."