earnings
"Additional time is needed for SMCI’s management to complete its assessment of the design and operating effectiveness of its internal controls"
CEO admits need to be “more proactive about having the security conversation” in wake of customer breaches
Mammoth Hadoop migration, unique platform for running containerised stateful workloads, autonomous vehicle ambitions revealed amid turnaround
Gelsinger “recognizing the importance of prioritizing liquidity” as AMD set to outstrip Intel on data centre revenues
CEO Andy Jassy: We’ve heard “loud and clear” that customers "relish" better AI price performance.
“The amount of compute needed to train Llama 4 will likely be almost 10 times more than what we used to train Llama 3.”
Multinational has spun up its own AI SaaS accessible via API and trained on proprietary data.