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earnings

AMD doubles data centre revenue, taking on Nvidia's racks

Image credit: https://unsplash.com/@alexandermils

AI

AMD doubles data centre revenue, taking on Nvidia's racks

AMD is shaping up to be a formidable rival in the AI data centre market.

Kiera Fields

Aug 5, 2026 2 min read

5 main takeaways from Microsoft's earnings call

Microsoft

5 main takeaways from Microsoft's earnings call

Jan 29, 2026 3 min read

Data

$350 billion P&G's CEO is excited by his data lake, but...

Jan 23, 2026 3 min read

Oracle defends debt-led AI land-grab

earnings

Oracle defends debt-led AI land-grab

Dec 11, 2025 2 min read

MongoDB beats earnings spectations on strong Atlas growth

earnings

MongoDB beats earnings spectations on strong Atlas growth

The Stack

Dec 2, 2025 2 min read

Zscaler CEO: CIOs under pressure; CISOs less so

earnings

Zscaler CEO: CIOs under pressure; CISOs less so

The Stack

Nov 26, 2025 2 min read

Warner Music wants to get ahead of the AI curve - appoints new CTO

AI

Warner Music wants to get ahead of the AI curve - appoints new CTO

Nov 24, 2025 3 min read

Jensen Huang: Hyperscaler AI investment “really misunderstood”

Nvidia

Jensen Huang: Hyperscaler AI investment “really misunderstood”

Nov 20, 2025 3 min read

AMD Helios

AMD

AMD touts open-hardware “Helios” AI rack, buyers will get MI450s first

Nov 5, 2025 3 min read

Matt Garman: Bedrock could be as big as EC2

AWS

Matt Garman: Bedrock could be as big as EC2

The Stack

Oct 31, 2025 3 min read

fedex data monetisation azure

Business

FedEx vows to monetise 2PB of daily data - builds out Azure environment

Sep 19, 2025 2 min read

Adobe targets CMOs on a GEO mission

AI

Adobe targets CMOs on a GEO mission

The Stack

Sep 12, 2025 2 min read

Hock Tan: I’ll stay till 2030

vmware

Hock Tan: I’ll stay till 2030

Sep 5, 2025 2 min read

Salesforce gears up to launch Atlassian, ServiceNow rival

Business

Salesforce gears up to launch Atlassian, ServiceNow rival

The Stack

Sep 4, 2025 2 min read

Hyperscalers are "handing off" product development: Ittycheria

Databases

Hyperscalers are "handing off" product development: Ittycheria

The Stack

Aug 27, 2025 2 min read

A person walks past a bookcase but they are blurry, AI hallucinations may be getting worse data shows

AI

AI hallucinations gain attention as the problem threatens to get worse

Jul 30, 2025 2 min read

New Intel CEO kills off $50 billion in global projects

Intel

New Intel CEO kills off $50 billion in global projects

The Stack

Jul 28, 2025 2 min read

Micron hits record revenues amid “tremendous” AI demand

earnings

Micron hits record revenues amid “tremendous” AI demand

The Stack

Jun 26, 2025 2 min read

MongoDB hikes guidance after strong quarter, customer surge

MongoDB

MongoDB hikes guidance after strong quarter, customer surge

The Stack

Jun 5, 2025 2 min read