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.
On Blackstone's third quarter earnings conference call, the company said its data center portfolio now has $70 billion in facilities and more than $100 billion in pipeline development.
Amazon is investing in X-Energy Reactor Company's $500 million venture round as it becomes clear that AI factories will be increasingly tethered to nuclear reactors.
Dell Technologies launched its Dell PowerEdge XE9712, a system built on Nvidia's GB200 NVL72 platform with 36 Nvidia Grace CPUs and 72 Nvidia Blackwell GPUs in a rack.
Nuclear power has seen a resurgence as hyperscalers look for energy to train large language models (LLMs) and power AI workloads.
Dell Technologies launched new systems powered by AMD's next-generation EPYC server processors and PowerEdge XC9680 system powered by AMD Instinct MI300 and 300x AI accelerators. Dell is also surrounding those AMD powered AI systems with services and the chipmaker's software stack.
