#data-center-networking

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#hpe-networking-strategy #margin-expansion #juniper-acquisition #profitability-mix-shift #nvidia-earnings
Business
from24/7 Wall St.
3 days ago

Networking now 30% of HPE revenue but over half of profits

HPE's strategic shift toward networking, now 30% of revenue and over 50% of profits, drives margin expansion and profitability through higher-margin software-rich products versus commodity servers.
Artificial intelligence
from24/7 Wall St.
2 weeks ago

Nvidia Beats by $2 Billion and Guides Higher but Wall Street Sells Anyway

Nvidia delivered exceptional Q4 results with record revenue and guidance, yet the stock fell 7% as Wall Street focused on China export restrictions rather than the company's widening AI infrastructure moat.
Artificial intelligence
fromTechzine Global
4 months ago

Google launches long-awaited Ironwood TPU for AI inferencing

Google's Ironwood TPU scales to nearly 10,000 chips per pod, delivers major inference performance improvements, and enables Anthropic's large-scale TPU deployment.
Tech industry
fromGSMArena.com
4 months ago

Nvidia to invest $1 billion in Nokia

Nvidia will invest $1 billion to acquire a 2.90% stake in Nokia and collaborate on AI networking, AI‑RAN, and data‑center aligned 5G/6G solutions.
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