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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.
Box Q2 strong, raises outlook for Q3
Box reported better-than-expected second quarter results with revenue growth of 3% due to currency fluctuations and an improvement in remaining performance obligations (RPO) and billings. Box also raised its outlook for the third quarter.
IBM outlines Telum II, Spyre chips for its Z mainframes
IBM is looking to give its IBM Z systems an AI and large language model (LLM) twist as it outlined its upcoming IBM Telum II Processor and IBM Spyre Accelerator for upcoming mainframes.
AMD expands its data center, AI infrastructure push with $4.9 billion purchase of ZT Systems
With ZT Systems AMD is looking to combine its Instinct AI accelerators, EPYC server chips and networking gear to design integrated systems.
Equinix, Digital Realty: AI workloads to pick up cloud baton amid data center boom
Enterprises are beginning to leverage data centers for generative AI workloads, but it's more of a progression in conjunction with hybrid cloud deployments.
Qualcomm has strong Q3 courtesy of smartphones, automotive
Qualcomm delivered strong fiscal third quarter results as it rode revenue growth from smartphones and automotive. The company also said it was bullish on the uptake for Snapdragon X Series Copilot PCs.
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