July 16 (Reuters) - OpenAI has included Alphabet's (GOOGL.O), opens new tab Google Cloud among its suppliers to meet escalating demands for computing capacity, according to an updated list published ...
For The Charles Schwab Corp., the on/off processing capacity that IBM offers on its System z9 mainframes has become a key factor in keeping the financial services firm on that hardware platform. Other ...
The AI infrastructure industry is intensifying competition as demand for AI server capacity surges, raising concerns about a ...
April 29 (Reuters) - Seagate Technology (STX.O), opens new tab on Tuesday forecast fourth-quarter results above Wall Street estimates, signaling steady demand for its storage and cloud devices for ...
Global demand for Chip-on-Wafer-on-Substrate (CoWoS) and CoWoS-like packaging capacity will likely grow by 113% annually in 2025, driven by robust demand for cloud AI accelerators, according to ...
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Western Digital outlines $2.9B Q2 revenue target as AI demand drives long-term agreements and capacity ramp
Sennesael provided guidance for the next quarter: "We anticipate revenue to be $2.9 billion, plus/minus $100 million. At midpoint, this reflects a growth of approximately 20% year-over-year. Gross ...
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