For years, Oracle has found itself solidly in the second tier of cloud providers, well behind the top three of Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which combined account for more than 60 percent of global cloud infrastructure services market. …
“Platformization” eventually comes to every high-profile IT space as the number of tools and amount of complexity increases. …
If it seems like OpenAI is shaking up the IT market every other day or so, that is because that is precisely what it is doing. …
Big Blue may have missed the boat on being one of the big AI model builders, but its IBM Research division has built its own enterprise-grade family of models and its server and research divisions have plenty of experience building accelerators and supercomputers. …
It is one thing for the market researchers of the world to make prognostications about hardware, software, and services spending relating to the GenAI boom. …
In early 2024, we all had been wondering how OpenAI was going to pay for its $100 billion Stargate datacenter infrastructure project it was rumored to be planning with Microsoft. …
What’s the difference between Meta Platforms and OpenAI? The big one – and perhaps the most important one in the long run – is that when Meta Platforms does a deal with neocloud CoreWeave, it actually has a revenue stream from its advertising on various Web properties that it can pump back into AI investments while OpenAI is still burning money much faster than it is making it. …
There is constant chatter surrounding the promise of generative AI, agentic AI, and – eventually – artificial general intelligence, but the need for the massive, expensive, high-density compute and the datacenters to wrap around them and the juice to feed them are incredible, particularly with models OpenAI GPT-4, Alibaba’s Qwen-3, Moonshot AI’s Kimi K2, xAI’s Grok4, and Amazon’s Olympus all cresting the trillion-parameter mark and aiming higher. …
When we try to predict the weather, we use ensembles of the initial conditions on the ground, in the oceans, and throughout the air to create a kind of probabilistic average forecast and then we take ensembles of models, which often have very different answers for extreme weather conditions like hurricanes and typhoons, to get a better sense of what might happen wherever and whenever we are concerned. …
UPDATED: Watching Nvidia grow over the past two decades, from a gaming and visualization GPU supplier to the behemoth of the modern AI datacenter, has been nothing short of amazing. …
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