AI data center building boom: Four themes to know
Here are the big themes to note amid this AI-fueled data center binge that is dominating hyperscale cloud earnings calls.
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Constellation Research's Connected Enterprise 2024: All the takeaways
Constellation Research's Connected Enterprise 2024 spurred big ideas, a community of tech leaders and dozens of takeaways. It's a fire house of information designed to get you thinking about what's around the corner. Here are the takeaways.
Intel defends Gaudi 3 as it misses 2024 sales targets
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 2024.
Apple Q4 ahead of estimates along with iPhone sales
With the results, Apple allayed some fears about iPhone sales. iPhone revenue was $46.22 billion in the fourth quarter ahead of expectations. However, Mac, iPad and services revenue fell short of what many analysts were expecting.
AWS posts Q3 revenue up 19% from a year ago, $110 billion annual run rate
Amazon delivered better-than-expected third quarter earnings as its AWS unit showed sales growth of 19%.
Meta's sneak peek 2025 budget: A lot more AI infrastructure spending
Meta's 2025 budget planning process goes like this: Spend heavily on AI infrastructure and use AI to drive efficiencies so you can plow more money into GPUs.
How to burn down your legacy IT in 10 not-so-easy steps
David Giambruno, VP Tivity Health, is the type of person who negotiates his exit package before ever taking a job. Why? He's going to burn your platforms, automate everything possible, cut costs and be hated by everyone at a company except for the CFO.
Microsoft Q1 strong, Azure revenue growth 33%
Microsoft reported better-than-expected first quarter earnings as commercial cloud revenue was up 22% and Azure grew 33% from a year ago.
Is AI data center buildout a case of irrational exuberance?
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 buildout cycle.
How leaders need to think about AI, genAI
Artificial intelligence and generative AI will tax leadership, but ultimately raise the bar for decision making. Those were some of the takeaways from Cassie Kozyrkov, Founder Kozyr LLC, who delivered the keynote at Constellation Research's Connected Enterprise.
AMD's Q3 on target, data center unit revenue growth 122% from a year ago
AMD continues to see its revenue surge due to its data center unit, which posted sales growth of 122% from a year ago.
Google Cloud Q3 revenue up 35% from a year ago, Alphabet results shine
Alphabet handily topped third-quarter expectations and its Google Cloud saw revenue growth of 35% from a year ago due to generative AI.
