Should Oracle's march toward fiscal 2029 revenue of $104 billion succeed it'll largely because it has managed multi-cloud deployments, co-opetition and triple wins for itself, partners and enterprises.
Intel plans to establish its Foundry business as an independent subsidiary as it aims to cut costs and optimize its business.
Dell Technologies Chief Operating Officer Jeff Clarke said “there’s no question that AI is coming to the enterprise” due to data gravity and proprietary information that won’t be moved to the cloud.
Nuclear-powered data centers are on the horizon (and here in some cases), but deployments will take time and likely extend into 2026 or 2027. What's driving the nuclear data center concept? Generative AI workloads and an electricity grid that's currently under strain.
Oracle and Amazon Web Services announced a strategic partnership to complete CTO Larry Ellison's multicloud trifecta. Oracle first partnered with Microsoft Azure, then Google Cloud and now AWS. Oracle also delivered strong cloud revenue growth in the first quarter.
Dell Technologies saw a second quarter boom in its infrastructure solutions group (ISG) revenue due to strong server and networking demand. Dell shipped $3.1 billion in AI servers in the second quarter.
Nutanix is winning larger enterprise deals and looking to ride hyperconverged infrastructure partnerships with Cisco and Dell as it plays the long game against Broadcom's VMware.
Nvidia said its Blackwell processor samples are shipping to customers and demand for its Hopper platform remains strong. The company reported better-than-expected second quarter earnings as data center revenue continued to carry the team.
Supermicro said it won't be able to file its annual report on time "without unreasonable effort or expense" because it needs to assess its "internal controls over financial reporting."
With ZT Systems AMD is looking to combine its Instinct AI accelerators, EPYC server chips and networking gear to design integrated systems.
DigitalOcean Holdings' strong second quarter results highlight how a new breed of cloud compute providers are gaining traction due to AI workloads and access to Nvidia GPUs.
Enterprises are beginning to leverage data centers for generative AI workloads, but it's more of a progression in conjunction with hybrid cloud deployments.
