Oracle

AMD Keynote: Responding to the Needs of Existing and Future Hyperscalers

We attended the very upbeat AMD Advancing AI 2025 Keynote with its CEO, Lisa Su.  Guests included hardware partners such as xAI, Meta, Oracle, HUMAIN, Microsoft, and OpenAI.  The company announced that its MI355-series GPU ships commercially in 3Q25 and previewed its MI4xx-series, which it expects to ship in 2026. … Read More »AMD Keynote: Responding to the Needs of Existing and Future Hyperscalers

Mavenir Hightlights is RAN Progress at its Analyst Meeting

Mavenir held its annual analyst event this week and highlighted some important information highlighting its progress in transitioning to a maturing ecosystem player in the telecom equipment industry.  The company highlighted its recent Koch Brothers $500M investment; existing investors include Intel/Nvidia and Siris Capital, who remain majority equity holders.  The… Read More »Mavenir Hightlights is RAN Progress at its Analyst Meeting