Tag: revenue growth
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Slashdot: Michael Dell Says Adoption of AI PCs is ‘Definitely Delayed’
Source URL: https://tech.slashdot.org/story/24/12/20/181253/michael-dell-says-adoption-of-ai-pcs-is-definitely-delayed?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Michael Dell Says Adoption of AI PCs is ‘Definitely Delayed’ Feedly Summary: AI Summary and Description: Yes Summary: Dell CEO Michael Dell highlights the delayed corporate adoption of AI-enabled PCs but is optimistic about future growth driven by consumer demand. The company’s infrastructure division has experienced significant revenue growth…
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The Register: Broadcom says VMware is a better money-making machine than it hoped
Source URL: https://www.theregister.com/2024/12/13/broadcom_q4_fy_2024_vmware/ Source: The Register Title: Broadcom says VMware is a better money-making machine than it hoped Feedly Summary: Also predicts it will take lion’s share of hyperscalers’ $60-90 billion XPU spend in 2027, helped by 3nm XPUs coming next year Broadcom has told investors its integration of VMware is all but done, ahead…
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Hacker News: OpenAI confirms new $200 monthly subscription, ChatGPT Pro
Source URL: https://techcrunch.com/2024/12/05/openai-confirms-its-new-200-plan-chatgpt-pro-which-includes-reasoning-models-and-more/ Source: Hacker News Title: OpenAI confirms new $200 monthly subscription, ChatGPT Pro Feedly Summary: Comments AI Summary and Description: Yes **Summary:** OpenAI has introduced ChatGPT Pro, a $200/month subscription offering unlimited access to advanced AI models, including a new reasoning model called o1. This model enhances self-fact-checking capabilities and accuracy, addressing common…
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The Register: You’re buying fat new servers to save energy and make room for AI hardware, claims Dell
Source URL: https://www.theregister.com/2024/11/27/dell_q3_nutanix_q1_2025/ Source: The Register Title: You’re buying fat new servers to save energy and make room for AI hardware, claims Dell Feedly Summary: But PCs and Nvidia are weak points, because you’re not buying one and can’t buy the other Dell believes its customers are consolidating server fleets to save energy and free…
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Wired: Nvidia Says Its Blackwell Chip Is Fine, Nothing to See Here
Source URL: https://www.wired.com/story/nvidia-earnings-blackwell-chips-overheating/ Source: Wired Title: Nvidia Says Its Blackwell Chip Is Fine, Nothing to See Here Feedly Summary: Chip production delays and a rumored overheating issue haven’t slowed down Nvidia, which reported another quarter of blockbuster earnings and said Blackwells are now in the hands of Microsoft and OpenAI. AI Summary and Description: Yes…
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Cloud Blog: Build, deploy, and promote AI agents through Google Cloud’s AI agent ecosystem
Source URL: https://cloud.google.com/blog/topics/partners/build-deploy-and-promote-ai-agents-through-the-google-cloud-ai-agent-ecosystem-program/ Source: Cloud Blog Title: Build, deploy, and promote AI agents through Google Cloud’s AI agent ecosystem Feedly Summary: We’ve seen a sharp rise in demand from enterprises that want to use AI agents to automate complex tasks, personalize customer experiences, and increase operational efficiency. Today, we’re announcing a Google Cloud AI agent…
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The Register: Amazon to cough $75B on capex in 2024, more next year
Source URL: https://www.theregister.com/2024/11/01/amazon_75b_capex/ Source: The Register Title: Amazon to cough $75B on capex in 2024, more next year Feedly Summary: Despite extending server lifespans, AI’s power demands drive more datacenter builds Amazon expects to spend $75 billion on capital expenditure in 2024 and even more in 2025 – mostly on its cloud computing business –…
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The Register: Microsoft turning away AI training workloads – inferencing makes better money
Source URL: https://www.theregister.com/2024/10/31/microsoft_q1_fy_2025/ Source: The Register Title: Microsoft turning away AI training workloads – inferencing makes better money Feedly Summary: Azure’s acceleration continues, but so do costs Microsoft has explained that its method of funding the tens of billions it’s spending on new datacenters and AI infrastructure is to shun customers who want to rent…
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The Register: AMD teases its GPU biz ‘approaching the scale’ of CPU operations
Source URL: https://www.theregister.com/2024/10/30/amd_q3_2024/ Source: The Register Title: AMD teases its GPU biz ‘approaching the scale’ of CPU operations Feedly Summary: Q3 profits jump 191 percent from last quarter on revenues of $6.2 billion, helped by accelerated interest in Instinct AMD continued to ride a wave of demand for its Instinct MI300X AI accelerators – its…