earnings
"RAM and NAND now make up over half of the bill of materials cost of a traditional server, and the share will continue to rise as component costs increase"
Long-term deals and budgetary pricing mean memory shortages aren't hitting Dell's bottom line, yet.
"We made fundamentally different architecture decisions about our CPUs..."
"We have a number of locations now that are receiving the majority of their goods from automated facilities."
Google slashed Gemini serving unit costs a striking 78% in 2025 through “model optimizations, efficiency and utilization improvements.”
Lisa Su: "We're getting a lot of input from customers on things to test..."
OpenAI a big customer, CapEx a concern for investors, and will silicon become a "core competency"?
"We have supply chain platforms that can run autonomously reacting to retail demand signals."