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. …
Cloud
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. …
AI
AI Embiggens The Big Clouds, Especially Microsoft
Building a successful cloud and growing it quarter after quarter, year after year, with first mover status or without it, is not an easy task. …
Cloud
Sizing Up AWS “Blackwell” GPU Systems Against Prior GPUs And Trainiums
This week, Amazon Web Services announced the availability of its first UltraServer pre-configured supercomputers based on Nvidia’s “Grace” CG100 CPUs and its “Blackwell” B200 GPUs in what is called a GB200 NVL72 shared GPU memory configuration. …
Cloud
Only The Biggest Neoclouds Will Survive
There are definitely easier businesses to be in than operating a neocloud. …
Cloud
Amazon Says It Can Embiggen AWS Past “Multi-$100 Billion” With AI
Here is how you know the cloud revolution is not done: Throughout the 77 quarter financial history of Amazon Web Services, which was formally launched in March 2006, there have been so few quarters of sequential revenue decline that you can literally count them on one hand. …
AI
AI Steady, Cloud Accelerating Gives Microsoft A Big Datacenter Boost
Wall Street has been looking for some good news, and Microsoft came through with its financial results for the third quarter of its fiscal 2025 as its cloud business – and to be specific, its non-AI cloud business – grew much more strongly than expected. …