earnings
“We believe we’re in the early stages of a networking super cycle," said CEO Chuck Robbins.
AMD is shaping up to be a formidable rival in the AI data centre market.
Data standardisation remains a focus; ERP overhaul is building a “strong foundation”
Also reveals an acquisition as it targets sensitiev workloads ahead of FedRAMP High certification
"Talk to us about how you protect your downside from potentially enabling value abstraction out of Salesforce?"
Chipmaker is co-designing a GPU accelerator with and for Meta, which is buying 6GW-worth of AMD hardware.
Enterprises moving to cloud to make the most out of AI is boosting the Big Three's bottom line.