Supermicro said it expects fiscal 2025 revenue between $26 billion and $30 billion, well above expectations, as the company sees the genAI building boom continuing.
Intel posted a disastrous second quarter, eliminated its dividend, cut its outlook and said it would lay off 15% of its workforce.
AMD CEO Lisa Su said company saw record data center revenue in the second quarter. The company also raised its third quarter revenue outlook.
The spending on generative AI infrastructure is accelerating at a breakneck pace, but it's quite possible that the "build it and they will come" approach may lead to overcapacity or some serious indigestion.
Data centers in space are economically feasible and could reduce carbon emissions as workloads for generative AI surge, according to Thales Alenia Space, the coordinator of a European Commission study.
Dell Technologies and Supermicro are building an AI factory with Nvidia for Elon Musk's xAI.
Hewlett Packard Enterprise and Nvidia teamed up to launch a set of private cloud offerings and integrations designed for generative AI workloads. Nvidia AI Computing by HPE will be available in the fall.
Here are the details of the Oracle and Google Cloud tie-up followed by the OpenAI deal and the not-too-surprising strong cloud results.
Don't look now, but AI-optimized servers and infrastructure may be the most trendy innovation corner of technology. And the release cycle looks like it was ripped out of the Apple and Samsung playbooks.
Cisco at its Cisco Live conference outlined a partnership with Nvidia to launch Nexus HyperFabric AI Clusters, a data center networking architecture for generative AI deployments.
Last quarter, HPE took its lumps over supply chain issues that hampered its AI server sales. In the second quarter, AI systems revenue more than doubled sequentially.
AMD outlined its AI GPU roadmap and moved to an annual cadence as it aims to compete with Nvidia.
