Quick Take: Azure’s Impact on Microsoft FQ4 2024 Earnings
Microsoft closed its fiscal year with solid financial results, reporting a total annual revenue of more than $245 billion, a 15% year-over-year increase. Microsoft Cloud (which include Azure, LInkedIn, and Office 365) revenue surpassed $135 billion, growing 23% year-over-year.
Research Note: AMD Q2 2024 Data Center Earnings
AMD reported strong Q2 financial results, with total revenue reaching $5.8 billion, a 9% year-over-year increase. The Data Center segment, a key driver of this performance, achieved a record revenue of $2.8 billion, reflecting a 115% year-over-year growth.
Backgrounder: State of CXL
Compute Express Link (CXL) is a high-speed interconnect standard designed to enhance communication between CPUs, GPUs, memory, and other accelerators. It’s designed to address the growing needs for efficient data sharing and coherent memory access in data centers, HPC, and AI-driven workloads.
Research Brief: Oracle Exadata on Exascale Infrastructure
Oracle announced the general availability of the Oracle Exadata Database Service on Exascale Infrastructure, offering extreme performance, reliability, availability, and security for Oracle Database workloads. This new infrastructure is now available on Oracle Cloud Infrastructure (OCI), catering to any workload size for all Oracle Database customers.
Research Note: onsemi EliteSIC M3e MOSFET
onsemi’s new EliteSiC M3e MOSFETs address the growing demands for more efficient, reliable, and cost-effective power solutions across various industries. The increasing global focus on mitigating climate change and transitioning to renewable energy sources necessitates significant advancements in power semiconductor technology. onsemi’s latest generation EliteSiC M3e MOSFETs are a major step forward.
Research Report: Impact of Storage Architecture on the AI Lifecycle
Traditional storage solutions, whether on-premises or in the cloud, often fail to meet the varying needs of each phase of the AI lifecycle. These legacy approaches are particularly ill-suited for the demands of distributed training, where keeping an expensive AI training cluster idle has a real economic impact on the enterprise.
Research Note: IBM Q2 2024 Earnings
IBM reported a robust second quarter, surpassing expectations across key financial metrics. The company continues to capitalize on its hybrid cloud and AI strategy, driving solid performance in software and infrastructure. However, consulting services experienced slower growth due to macroeconomic challenges.
Let OpenAI GPT-4o Mini Introduce Itself
We usually write our own content, using LLMs to help refine our research, but in honor of OpenAI releasing its new GPT-4o Mini language model just a day after Meta released its Llama 3.1, and on the same day Mistral releases its new Mistral Large 2, we’ll let GPT 4o Mini tell you about itself.
Research Note: Meta Llama 3.1
Meta recently released its new Llama 3.1 large language model, setting a new benchmark for open-source models. This latest iteration of the Llama series enhances AI capabilities while underscoring Meta’s continuing commitment to democratizing advanced technology. Along with the updated model, Meta also released a new suite of ethical AI tools.
Quick Take: Micron 9550, The Industry’s Fastest Data Center SSD
Micron today announced its new 9550 NVMe SSD, setting a new benchmark as the industry’s fastest data center SSD. The new SSD meets the stringent demands of modern data centers, particularly those supporting AI and other performance-sensitive workloads.