Chip maker and enterprise software player Broadcom announced its financial results for the final quarter of its fiscal 2024 today, which ended on November third, and all we kept thinking about as chief executive officer Hock Tan went over the numbers was the question in the title above. …
With all of this chatter about China looking into possible violations of antitrust law by Nvidia, and regulators in both the United States and the European Union also having done the same, let’s play the “What if?” …
There is no shortage of top-name – and even lesser known – companies pursuing the white whale of developing a quantum computer that can run workloads and solve problems that today’s most powerful classical computers simply can’t. …
This probably happens more than we know, but sometimes OEMs and ODMs walk away from big deals because something is fishy. …
There is a fractal nature in modern computing that is only becoming more and more apparent as workloads have long since outstripped the capacity of a single server. …
It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …
When the hyperscalers and cloud builders were smaller and the Arm collective had failed to storm the datacenter and AMD was not yet on its path to resurgence, it was Intel that controlled the cadence of new compute engine introductions into the datacenter. …
SPONSORED FEATURE AI is such a unique workload that it warrants its own specialized clouds. …
We did not think that today we would be writing about Pat Gelsinger “retiring” from the company that he loves best and most. …
Just because you are the number one supplier of servers, storage, and PCs in the world does not mean the job of building those machines and making money is easy. …
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