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Amazon Says It Can Embiggen AWS Past “Multi-$100 Billion” With AI

May 2, 2025 Timothy Prickett Morgan 0

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

May 1, 2025 Timothy Prickett Morgan 1

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. …

AI

With Its Llama API Service, Meta Platforms Finally Becomes A Cloud

April 30, 2025 Timothy Prickett Morgan 0

A lot of companies talk about open source, but it can be fairly argued that Meta Platforms, the company that built the largest social network in the world and that has open sourced a ton of infrastructure software as well as datacenter, server, storage, and switch designs, walks the talk the best. …

Cloud

Google Cloud Revenues And Profits Flattening Out

April 30, 2025 Timothy Prickett Morgan 0

Every business has its patterns, and so it is with Google and its hodgepodge of advertising and cloud computing. …

AI

Oracle Has Some Big Advantages To Mainstream AI

March 12, 2025 Timothy Prickett Morgan 0

Oracle’s cloud may be been in the running to be the host of a massive AI training system for Elon Musk’s xAI startup, with a purported $10 billion in rentals at stake. …

AI

CoreWeave’s 250,000-Strong GPU Fleet Undercuts The Big Clouds

March 5, 2025 Timothy Prickett Morgan 1

CoreWeave, the upstart GPU cluster datacenter operator that was formerly a relatively small cryptocurrency miner based in Roseland, New Jersey, has filed its S-1 form with the US Securities and Exchange Commission to do an initial public offering. …

AI

Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments

February 7, 2025 Timothy Prickett Morgan 2

There is a bit of AI spending one-upmanship going on among the hyperscalers and cloud builders – and now the foundation model builders who are partnering with their new sugar daddies to be able to afford to build vast AI accelerator estates to push the state of the art in model capabilities and intelligence. …

Cloud

Skepticism About AI Use Does Not Yet Negate The Appetite For AI Hardware

February 5, 2025 Timothy Prickett Morgan 0

People – and when we say “people” we mean “Wall Street” as well as individual investors – sometimes have unreasonable expectations. …

AI

Azure Can’t Make Up For On Premises Profit Decline At Microsoft

January 29, 2025 Timothy Prickett Morgan 2

If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to figure out how to get GPU-accelerated systems, you ought to try to convince the same companies to upgrade to Windows Server 2025, which launched last November. …

Cloud

Cloud Spending Forecast Trimmed For This Year And Next

December 19, 2024 Timothy Prickett Morgan 1

The market for cloud infrastructure is now so large that it is very difficult for it to change drastically. …

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The Next Platform is part of the Situation Publishing family, which includes the enterprise and business technology publication, The Register.

TNP  offers in-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Read more…

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