HPE reported better-than-expected fourth quarter results as server revenue surged due to AI demand. HPE also said that it expects its acquisition of Juniper Networks to close in early 2025.
Amazon Web Services said it will deploy simplified electrical and mechanical designs, liquid cooling, new rack designs and updated control systems to handle AI workloads sustainably.
It's unclear who will be the new CEO of Intel, but one thing is certain--there will be a lot of work ahead. Here's a look at some of the big questions the new Intel leader will have to resolve.
Oracle said that customers can now access Oracle Database@AWS in limited preview. The limited availability landed just a few weeks after Oracle and AWS announced their partnership.
Dell Technologies reported better-than-expected third quarter results and strong demand for its AI servers, but weak consumer PC sales.
Nvidia reported a better-than-expected third quarter, raised its outlook and said that Blackwell shipments will begin in the fourth quarter. Data center revenue in the third quarter was up 112% from a year ago.
Hitachi Vantara in recent weeks has built out its AI infrastructure offerings with the aim of expanding its market share and genAI footprint in data centers.
Cisco reported better-than-expected first quarter results and said it saw "acceleration in product orders reflecting normalizing demand."
Softbank Corp will be among the first to build out an AI supercomputer using Nvidia's Blackwell platform. Softbank will get Nvidia's first Nvidia DGX B200 systems with plans to build out a Nvidia DGX SuperPOD supercomputer.
Akamai launched its Akamai App Platform, which aims to make it easier for developers to deploy cloud native applications on Kubernetes. Akamai's App Platform highlights how the company continues to transition to a security and cloud infrastructure company.
Are you going to buy your AI servers from a company that can't file an annual report and just had its auditor quit? That's the question enterprises and hyperscale cloud providers are asking after Supermicro's preliminary first quarter results.
Here are the big themes to note amid this AI-fueled data center binge that is dominating hyperscale cloud earnings calls.
