Tag: server demand
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The Register: Arm reckons it’ll own 50% of the datacenter by year’s end
Source URL: https://www.theregister.com/2025/04/01/arm_datacenter_cpu_market/ Source: The Register Title: Arm reckons it’ll own 50% of the datacenter by year’s end Feedly Summary: Optimistic much? Arm expects to see its architecture account for half of the datacenter CPU market by the end of this year, up from 15 percent in 2024, all thanks to the AI boom.… AI…
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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…
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The Register: Lenovo isn’t fussed by Trumpian tariffs or finding enough energy to run AI
Source URL: https://www.theregister.com/2025/02/21/lenovo_q3_2024/ Source: The Register Title: Lenovo isn’t fussed by Trumpian tariffs or finding enough energy to run AI Feedly Summary: Enterprise hardware biz produced record revenue, just $1m of profit, but execs think losses are behind it Lenovo believes its enterprise hardware business is finally on track to achieve consistent profits, if its…
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The Register: Running hot? Server shipments forecast to cool in 2025
Source URL: https://www.theregister.com/2025/02/12/trendforce_ai_servers/ Source: The Register Title: Running hot? Server shipments forecast to cool in 2025 Feedly Summary: Supply chain and regulatory hurdles likely to shrink figures US tech sanctions and supply chain readiness for racks of Nvidia’s latest gear will likely cause AI server sales to cool-off in 2025.… AI Summary and Description: Yes…
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The Register: Memory-maker Micron predicts new wave of server consolidation
Source URL: https://www.theregister.com/2024/09/26/micron_q4_2024/ Source: The Register Title: Memory-maker Micron predicts new wave of server consolidation Feedly Summary: AI boosted revenue last year, demand for more RAM in devices to help in 2025 Micron has told investors it expects a new round of server consolidation to add to its already strong growth.… AI Summary and Description:…