micron memory News Micron ramps up CapEx with help from Uncle Sam Rampant AI demand "supplemented by the start of a recovery of traditional compute and storage infrastructure demand" Edward Targett June 27, 2024
Accenture AI News Accenture boasts of $900m in quarterly genAI bookings - but CEO warns that... "Nearly all clients are finding it difficult to scale GenAI projects" says CEO Julie Sweet. Here's why. Edward Targett June 24, 2024
NVIDIA AI News Jensen Huang: There’s 20,000 AI startups wanting our kit NVIDIA shrugs off analyst concerns about depreciating assets amid pace of platform evolution. The Stack May 23, 2024
AWS Amazon News A $100 billion AWS and 5 key cloud takeaways from Amazon’s earnings CapEx looks set to pass $60 billion The Stack May 01, 2024
Atos News Atos carnage continues as CEO Nourdine Bihmane walks, company warns on liquidity "Strategy misalignment"? There's been no shortage of that... Edward Targett March 26, 2024
capita CEO News Capita hits the fan as ransomware, local government crises flush revenues - but a tech overhaul looms New CEO, an AWS veteran, has his work cut out... Edward Targett March 07, 2024
Dell servers AI News Dell COO: AI will move to the data "We believe the long-term AI action is on-prem" The Stack March 04, 2024
Nutanix vmware News Nutanix delivers record quarter as VMware hikes hit – but CIOs are loath to make hasty decisions Nutanix CEO sees some cloud repatriation as well as VMware refugees, as rumours of an $8 million > $100 million renewal circulate. Edward Targett February 29, 2024
