Dell’s latest quarter reads like a two-act play: a booming data‑center business buoyed by AI-optimized servers that pushed record revenue, and a more muted PC market that — despite an imminent Windows 10 end‑of‑life — is unfolding as a multi‑quarter refresh rather than a single sprint...
ai servers
asset disposal
backlog
channel partners
data center
dell technologies
distributors
e-waste
enterprise it
esu
infrastructure solutions group
ingram micro
isg
it services
pc refresh
servers and networking
storage
supply chain
windows 10 end of life
windows 11 upgrade
Amazon’s Q2 results forced a recalibration: the cloud unit that once underwrote Amazon’s long-term bets is still massive, but its growth and margins are under pressure in an AI-driven market that increasingly rewards integrated, productized models over raw compute capacity. The data from Q2 —...
ai backlog
ai infrastructure
alphabet
amazon
aws
aws q2
backlog
bedrock
capex
cloud computing
cloud margins
cloud market
enterprise ai
free cash flow
google cloud
microsoft
microsoft azure
productized ai
sagemaker
trainium
Cloud computing remains the engine behind enterprise innovation, digital transformation, and the continued evolution of AI-powered tools and services, setting the pace, scale, and direction for entire industries. As businesses increasingly bet their future on the cloud, the competitive...