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.
Supermicro cut its revenue outlook for fiscal 2025 as the company still hasn't filed its audited annual report. The company said that it intends to make filings by Feb. 25 and raised $700 million in convertible bonds.
Amazon Web Services revenue growth checked in at 19% in the fourth quarter as parent Amazon handily topped estimates. Amazon's outlook, however, was mixed.
AMD reported better-than-expected fourth quarter results as its data center revenue was $3.9 billion, up 69% from a year ago doing to its GPU and server chip demand.
Intel is still on the hunt for a CEO, but the company's fourth quarter results were better-than-expected even as sales fell from a year ago in every division except for network and edge computing.
According to the companies, Oracle Database@Google Cloud will add more regions over the next 12 months.
The Department of Justice sued to block Hewlett Packard Enterprise's planned acquisition of Juniper arguing that the combination will hamper competition in the enterprise wireless networking market.
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.
