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.
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.
Amazon delivered better-than-expected third quarter earnings as its AWS unit showed sales growth of 19%.
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.
AMD continues to see its revenue surge due to its data center unit, which posted sales growth of 122% from a year ago.
On-premise enterprise AI workloads are being talked about more as technology giants are betting that enterprise demand will launch in 2025 due to data privacy, competitive advantage and budgetary concerns.
