Cisco delivers strong Q3 amid AI infrastructure, security traction
Cisco reported better-than-expected third quarter earnings as the company saw a surge in AI infrastructure demand and strong results from Splunk.
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Cisco reported better-than-expected third quarter earnings as the company saw a surge in AI infrastructure demand and strong results from Splunk.
The Stargate Project is currently eyeing as many as three sites for AI data centers and Softbank executives said due diligence is currently underway on multiple proposals.
The chipmaker, which is playing catch up to Nvidia in AI infrastructure, reported first quarter earnings of $709 million, or 44 cents a share, on revenue of $7.4 billion, up 36% from a year ago. Non-GAAP earnings were 96 cents a share.
Palantir continues to land US commercial accounts as it raised its outlook for the second quarter and 2025.
Resilience is the major theme as enterprises report quarterly results and the biggest takeaway is that the giants will weather the storm and smaller companies won’t.
Quantum computing is hogging the headlines in 2025 and it's ok to say it's the year of quantum--or maybe qubits--with 10 months to go in the year. The quantum computing developments are flying, but it's worth noting that we're years away from big commercial adoption.
Apple reported better-than-expected for its fiscal second quarter as iPhones, Macs and iPads sold well.
Amazon Web Services delivered revenue of $29.3 billion, up 17% from a year ago. Parent Amazon reported better-than-expected first quarter results.
Whether you're freaked out about hyperscalers pulling back on AI data center buildouts boils down to time frame. Are you planning for 5 months or five years?