Amdocs Survey Says: Telecom Slow to Embrace Generative AI
Amdocs, one of the giants in the telecommunications industry, together with analytics company Analysys Mason, released the results of a global survey of communications service providers to understand how generative AI impacts those CSPs. The results were surprising.
While the IT industry rapidly embraces generative AI to understand and manage infrastructure, telecom is moving much more slowly. The Amdocs survey showed that less than a quarter of CSPs use GenAI today. The surprising statistic is that nearly half of the respondents haven’t even begun exploring the technology.
Nvidia And Dell Build An AI Factory Together
At last month’s Nvidia GTC conference, Dell Technologies unveiled the Dell AI Factory with Nvidia, a comprehensive set of enterprise AI solutions aimed at simplifying the adoption and integration of AI for businesses.
Dell also announced enhancements to its flagship PowerEdge XE9680 server, including options for liquid-cooling, which allows the server to deliver the full capabilities of Nvidia’s newly announced AI accelerators.
Research Note: NVIDIA H100 Confidential Computing
This week, NVIDIA made its confidential computing capabilities for its flagship NVIDIA Hopper H100 GPU, previewed in August 2023, generally available. This makes NVIDIA’s H100 the first GPU with these capabilities, which are critical for protecting data as it is being processed.
This Research Note looks at confidential computing and how it works on the NVIDIA H100 GPU.
AWS And Nvidia Expand AI Relationship
At the Nvidia GTC event in San Jose, Nvidia and Amazon Web Services made a series of wide-ranging announcements that showed a broad and strategic collaboration to accelerate AI innovation and infrastructure capabilities globally.
The joint announcements included the introduction of Nvidia Grace Blackwell GPU-based Amazon EC2 instances, Nvidia DGX Cloud integration, and, most critically, a pivotal collaboration called Project Ceiba.
Google Cloud Transforming Healthcare With AI
At the recent HIMSS24 event in Orlando, Google Cloud unveiled a set of new solutions designed to enhance interoperability, establish a robust data foundation, and deploy generative AI tools within the healthcare and life sciences sectors, all of which promise to improve patient outcomes.
Research Note: IBM FlashSystem 5300
IBM launched its new IBM FlashSystem 5300, a new entry-level storage solution with exceptional price performance, high availability, and enterprise-class data services within a compact 1U rack unit. The new array meets the needs of both small and large organizations facing the challenges of resource-constrained data centers and demanding workloads.
Quick Take: SPDX 3.0 Release
The SPDX community, in collaboration with the Linux Foundation, recently released SPDX 3.0, marking a significant milestone in the Software Bill of Materials (SBOM) communication format.
SPDX 3.0 provides a comprehensive set of updates, including an overhauled model, specification, and license list and the addition of SPDX profiles designed to handle modern system use cases. This release improves the versatility and adaptability of the SBOM format.
Research Note: IBM FQ1 2024 Earnings
IBM’s recently announced fiscal Q1 2024 earnings show a steady trajectory of growth as IBM successfully executes its strategic shift towards hybrid cloud and AI. The technology giant’s software and consulting segments led the charge, driving revenue increases and demonstrating the ongoing success of IBM’s focus on enterprise solutions.
Research Note: CrowdStrike FQ4 2024 Earnings
CrowdStrike released consensus-beating results for its fiscal Q4 2024, showing strong growth and record-breaking performance. The company also delivered better-than-expected guidance.
Research Note: Western Digital FQ4 2024 Earnings
Western Digital released its FQ4 2024 financial results. The company exceeded expectations with revenue of $3.5 billion, a non-GAAP gross margin of 29.3%, and non-GAAP earnings per share of $0.63. The success was attributed to a diversified portfolio of products and structural changes to the business that improved profitability.