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Tag: revenue

  • Slashdot: Foxconn Now Making More From Servers than iPhones

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    Kurt Seifried
    in

    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…

  • The Register: Forget Foxconn the iPhone factory. AI’s made it a server-slinger first and foremost

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    by

    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/08/15/foxconn_q2_2025/ Source: The Register Title: Forget Foxconn the iPhone factory. AI’s made it a server-slinger first and foremost Feedly Summary: Next: Modular datacenters ready to host rack-scale systems, to meet endless demand Manufacturer to the stars Foxconn is building so many AI servers that they’re now bringing in more cash than consumer electronics…

  • The Register: Hungry hyperscalers boosted Cisco’s AI sales by a cool billion bucks

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    Kurt Seifried
    in

    Source URL: https://www.theregister.com/2025/08/14/cisco_q4_2025/ Source: The Register Title: Hungry hyperscalers boosted Cisco’s AI sales by a cool billion bucks Feedly Summary: Big Tech is spending vastly more on AI infrastructure but Switchzilla thinks its piece of the pie will be fat and juicy Cisco sold twice as much AI kit as it forecast during its 2025…

  • Tomasz Tunguz: Why Private Equity Firms Are AI’s Perfect Breeding Ground

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    Kurt Seifried
    in

    Source URL: https://www.tomtunguz.com/pe-ai-convergence/ Source: Tomasz Tunguz Title: Why Private Equity Firms Are AI’s Perfect Breeding Ground Feedly Summary: Private equity firms have discovered the ultimate competitive advantage hiding in plain sight. Why are some businesses racing ahead with AI while others struggle to implement even basic automation? Most companies face an impossible choice when considering…

  • Cloud Blog: Forrester study: Customers cite 240% ROI with Google Security Operations

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    Kurt Seifried
    in

    Source URL: https://cloud.google.com/blog/products/identity-security/forrester-study-customers-cite-240-percent-roi-with-google-security-operations/ Source: Cloud Blog Title: Forrester study: Customers cite 240% ROI with Google Security Operations Feedly Summary: As part of Google Cloud’s fundamental belief that robust security can enable business resilience and innovation, we’re committed to empowering security operations teams with solutions that deliver measurable value and demonstrable return on investment (ROI).That’s why…

  • Slashdot: Nvidia and AMD To Pay 15% of China Chip Sale Revenues To US Government

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    Kurt Seifried
    in

    Source URL: https://yro.slashdot.org/story/25/08/11/2123206/nvidia-and-amd-to-pay-15-of-china-chip-sale-revenues-to-us-government?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Nvidia and AMD To Pay 15% of China Chip Sale Revenues To US Government Feedly Summary: AI Summary and Description: Yes Summary: Nvidia and AMD have agreed to pay 15% of their revenue from certain chip sales to China to the U.S. government as part of an export licensing…

  • Enterprise AI Trends: OpenAI’s Open Source Strategy

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    Kurt Seifried
    in

    Source URL: https://nextword.substack.com/p/openai-open-source-strategy-gpt-oss Source: Enterprise AI Trends Title: OpenAI’s Open Source Strategy Feedly Summary: OpenAI assures everyone that they care about enterprise AI AI Summary and Description: Yes **Summary:** The text primarily discusses OpenAI’s recent release of open-weight models (gpt-oss-120b and gpt-oss-20b) and their implications for AI strategy, enterprise focus, and competitive dynamics in the…