earnings
Rampant AI demand "supplemented by the start of a recovery of traditional compute and storage infrastructure demand"
"Nearly all clients are finding it difficult to scale GenAI projects" says CEO Julie Sweet. Here's why.
NVIDIA shrugs off analyst concerns about depreciating assets amid pace of platform evolution.
CapEx looks set to pass $60 billion
Nutanix CEO sees some cloud repatriation as well as VMware refugees, as rumours of an $8 million > $100 million renewal circulate.
"The number of IT resources that are available to do manual processing of IT workloads is constrained and sophisticated observability and application security [is becoming] more critical..."