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 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.
The spending on generative AI infrastructure is accelerating at a breakneck pace, but it's quite possible that the "build it and they will come" approach may lead to overcapacity or some serious indigestion.
TSMC’s second quarter earnings were better-than-expected and the chip manufacturer is becoming a barometer for generative AI infrastructure demand. High-performance computing (HPC) is now more than half of TSMC's revenue.
Generative AI appears to be scaling lookalikes at a rapid clip and the big unknown is how long originality will last.
GPU instances are taking a larger share of cloud enterprise spending and now are 14% of compute costs compared to 10% a year ago, according to a Datadog report analyzing AWS customer usage.
Broadcom saw strong AI demand in the fiscal second quarter and said VMware accelerated its software business.
Tech Mahindra Chief Sustainability Officer Sandeep Chandna said sustainability has become a CFO issue as the returns on investment are obvious. "Today profitability is linked to the ESG strategy and that's been a shift over the last three to four years," said Chandna.
Microsoft announced a bevy of additions to Azure including AMD Instinct MI300X instances, Cobalt 100 instances in preview and the latest OpenAI model, GPT-4o, in Azure OpenAI Service.
