AI
Meta Platforms Metamorphizing Into An AI Cloud For Sovereigns
Meta Platforms is not happy just being the social network for the world anymore. …
Cloud
AI
Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI
If GenAI is going to go mainstream and not just be a bubble that helps prop up the global economy for a couple of years, AI inference is going to have to come down in price – and do so faster than it has done thus far. …
AI
Oracle Is Using OpenAI To Build A Platform For The Enterprise
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? …
Cloud
AWS “Bullish” On Homegrown Trainium AI Accelerators
One only need look at the incredible revenues and profits of the datacenter business at Nvidia to know that the world’s biggest compute customers – the hyperscalers, the cloud builders, and now the biggest model builders – need to bend the price/performance curve to boost their own profits. …
Cloud
Google Spends More On Servers Than The Whole World Used To
Here is a funny number to chew on. Sometime in the early part of 2026, if current trends persist, Google will have a spending rate on servers that is in excess of the inflation adjusted spending levels set by the entire world in the wake of the Dot Com bust. …
AI
Google Shows Off Its Inference Scale And Prowess
If the hyperscalers are masters of anything, it is driving scale up and driving costs down so that a new type of information technology can be cheap enough so it can be widely deployed. …
AI
Oracle Cloud Can Be As Big As AWS This Decade
Wouldn’t it be funny if Larry Ellison, who has become the elder statesman of the datacenter, had the last laugh on the cloud builders and model builders by beating them at their own game? …
Cloud
It Is Very Hard To Catch AWS On The Clouds
Years before Amazon Web Services launched in March 2006, there were a slew of grid computing startups and incumbent system makers – and a few of them with deep supercomputing experience – that were hawking remotely accessible, utility-style computing on demand. …
Cloud
To Beat Neocloud Rivals To OpenAI, CoreWeave Spends Like Crazy
Sometimes, when datacenter computing does a paradigm shift, things get cheaper, like the move to RISC/Unix systems in the 1990s, and then to X86 systems in the 2000s. …
Cloud
Oracle Cloud Launches Database Service for Agentic AI, Analytics Workloads
A decade and a half of enterprise cloud adoption has spread vast amounts of data and processing around the globe, and the onslaught of generative AI – and now agentic AI – is only accelerating it. …