Tag: financial performance
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Slashdot: Foxconn Now Making More From Servers than iPhones
Source URL: https://apple.slashdot.org/story/25/08/15/0631212/foxconn-now-making-more-from-servers-than-iphones?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Foxconn Now Making More From Servers than iPhones Feedly Summary: AI Summary and Description: Yes Summary: The report highlights Foxconn’s significant shift in revenue generation, with its AI server production now surpassing its traditional consumer electronics revenues. This shift emphasizes the growing market demand for AI infrastructure, indicating a…
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Tomasz Tunguz: The AI-Driven Cloud Market Share Shift
Source URL: https://www.tomtunguz.com/cloud-market-share-shift-2025/ Source: Tomasz Tunguz Title: The AI-Driven Cloud Market Share Shift Feedly Summary: What force could dethrone AWS after more than a decade of unchallenged dominance? For years, Amazon Web Services ruled the cloud infrastructure market. It was the default choice without a question for every startup. Then OpenAI released GPT-4. Microsoft’s exclusive…
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The Register: Nvidia invests in quantum computing weeks after CEO said it’s decades from being useful
Source URL: https://www.theregister.com/2025/03/19/nvidia_boston_quantum_research/ Source: The Register Title: Nvidia invests in quantum computing weeks after CEO said it’s decades from being useful Feedly Summary: Qubit awkward, you might say GTC Nvidia is investing in a research center to advance quantum computing development, just weeks after its head honcho torpedoed the share price of quantum firms by…
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The Register: Oracle yet to sign a Stargate contract or predict revenue from AI mega-build
Source URL: https://www.theregister.com/2025/03/11/oracle_q3_2025/ Source: The Register Title: Oracle yet to sign a Stargate contract or predict revenue from AI mega-build Feedly Summary: Guessed tax obligations wrong which helped to disappoint Wall Street even as sales boomed Oracle on Monday announced customers committed to $48 billion of future cloud services consumption – just $5 billion less…
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Hacker News: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle
Source URL: https://www.theregister.com/2025/03/07/broadcom_q1_fy2025/ Source: Hacker News Title: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle Feedly Summary: Comments AI Summary and Description: Yes Summary: Broadcom’s acquisition of VMware has led to impressive financial results, with a significant increase in revenue attributed to the bundling of VMware products into its Cloud…
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The Register: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle
Source URL: https://www.theregister.com/2025/03/07/broadcom_q1_fy2025/ Source: The Register Title: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle Feedly Summary: Now working with seven hyperscalers for custom AI silicon. Not working on acquiring bits of Intel Broadcom’s acquisition of VMware appears to be a big success, on the balance sheet at least, after…
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The Register: Like a kid handing in hastily written homework at the last minute, Supermicro finally files its financial figures
Source URL: https://www.theregister.com/2025/02/26/supermicro_10k_filing/ Source: The Register Title: Like a kid handing in hastily written homework at the last minute, Supermicro finally files its financial figures Feedly Summary: SMCI had to come up with long-delayed report – or lose its slot on NASDAQ again It only took five or so months, but Supermicro has managed to…