servers
Apple's manufacturer-in-chief is still running hard to keep up with NVIDIA's demand, and it's very much AI.
Thank you, billion-dollar backlog and a Blackwell server demand.
Meta is extending the useful life of its servers to five and a half years – a decision that will save it approximately $2.9 billion in 2025 alone. Meta previously extended the expected life of its servers by six months in Q2, 2022 – from four years. Two quarters later, Meta
"GPUs devour data. I mean, you have to feed the beast..."
Prepare for a 20-year cycle as businesses shift out of the experimentation phase and really start to get serious about Generative AI deployment.
"Additional time is needed for SMCI’s management to complete its assessment of the design and operating effectiveness of its internal controls"
New record-breaking servers from Dell, HPE, et al and clever new memory products too...