While interim Intel co-CEO Michelle Johnston Holthaus said the company intends to “stabilize” its server CPU market share ...

Q4 2024 Earnings Call Transcript February 4, 2025 Advanced Micro Devices, Inc. beats earnings expectations. Reported EPS is $1.09, expectations were $1.08. Operator: Greetings, and welcome to the AMD ...

The SASE market is projected to hit $17 billion worldwide by 2029, according to Dell‘Oro Group, which says that single-vendor ...

I f investment in data centres is about to slow, nobody told Mark Zuckerberg. On January 29th, during an earnings call, ...

Dell Partner Program for 2025 includes bigger margin opportunities on PCs, storage, and networking devices and ways for ...

A true AI ecosystem requires seamless integration of AI infrastructure spanning devices, edge locations, datacenters and the ...

Quarterly revenue beat AMD's forecast of roughly $7.5 billion. Net income was $482 million, down 28 percent from the year-ago period's $667 million profit.

AMD's share price is down this morning even though its data center division notched a nearly 2X gain for the full year.

While the Top 4 US-based cloud service providers (SPs)—Amazon, Google, Meta, and Microsoft—will account for nearly half of global data center capex in 2025, select Tier 2 cloud SPs are poised to ...

According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, we raised our ...