Blog
Quick Take: AMD Data Center Group Earnings – Q3 2024
AMD this week announced significant revenue and earnings growth in Q3 2024, driven primarily by exceptional performance in the Data Center segment. AMD’s Data Center revenue increased by 122% year-over-year, reaching a record $3.5 billion and marking over half of AMD’s total revenue this quarter. CEO Lisa Su, on the earnings call, attributed this growth to the success of the EPYC CPUs and MI300X GPUs, which experienced strong adoption across cloud, enterprise, and AI applications.
Application Modernization Takes on New Dimension in the Post-VMware World
From nearly the moment it was first announced, Broadcom’s acquisition of VMware sent ripples through the tech industry. The acquisition triggered a wave of concern among enterprises that have long relied on VMware’s ecosystem for their IT infrastructure—concerns that have become an unfortunate reality for many, driven by Broadcom’s changes to pricing, bundling, and channel programs.
Commvault FQ2’25 Earnings: Strong Growth, Cloud Resilience Focus, and Strategic Partnerships
Commvault reported robust Q2 FY2025 earnings, showing strong growth across key metrics and solidifying its cloud and cyber resilience position. The company’s revenue grew 16% YoY to $233 million, its fourth consecutive quarter of double-digit growth, while ARR and free cash flow showed substantial increases. Key strategic initiatives around cloud-first resilience, multi-cloud capabilities, and deepened partnerships underscore Commvault’s commitment to continuous innovation in a dynamic, threat-heavy cloud landscape.
OCP Global Summit 2024: Key Announcements
At the recent OCP Global Summit 2024, the organization unveiled several major initiatives highlighting OCP’s commitment to driving innovation and fostering collaboration in the tech ecosystem. This includes expanding its AI Strategic Initiative with contributions from NVIDIA and Meta, new alliances for sustainability and standardization, and the launch of an open chiplet marketplace.
Raspberry Pi Integrates the Sony Semi Solutions Intelligent Aitrios IMX500 Image Sensor
Sony Semiconductor Solutions Corporation (SSS) and Raspberry Pi Ltd recently announced the release of a co-developed AI Camera designed to accelerate the development of AI solutions for edge processing.
MWC Las Vegas 2024: 5G Needs the Enterprise
Reflecting on the 2023 MWC Las Vegas convention, where AI was the central theme, it’s clear that enterprise 5G has now taken center stage. This shift builds on the momentum created by AI’s integration into various technologies. It underscores the importance of low latency, highly managed private 5G networks in successful AI at the edge deployments.