AI
Oracle Has Some Big Advantages To Mainstream AI
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. …
Cloud
AI
CoreWeave’s 250,000-Strong GPU Fleet Undercuts The Big Clouds
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
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
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
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
The market for cloud infrastructure is now so large that it is very difficult for it to change drastically. …
AI
Anthropic And OpenAI Show Why Musk Should Build A Cloud
If Amazon is going to make you pay for the custom AI advantage that it wants to build over rivals Google and Microsoft, then it needs to have the best models possible running on its homegrown accelerators. …
Cloud
HPE GreenLake Platform Gets Expanded Storage And Custom KVM Hypervisor
When Fidelma Russo looks at Hewlett Packard Enterprise’s GreenLake, she sees a rapidly expanding platform that like others is trying to keep pace not only with the growing demands of organizations that are continuing to adopt the cloud but also are looking for ways to bring in and deploy emerging AI technologies. …
AI
You Are Paying The Clouds To Build Better AI Than They Will Rent You
Think of it as the ultimate offload model.
One of the geniuses of the cloud – perhaps the central genius – is that a big company that would have a large IT budget, perhaps on the order of hundreds of millions of dollars per year, and that has a certain amount of expertise creates a much, much larger IT organization with billions of dollars – and with AI now tens of billions of dollars – in investments and rents out the vast majority of that capacity to third parties, who essentially allow that original cloud builder to get their own IT operations for close to free. …
Cloud
Oracle Puts AI, Automation Between Its Cloud And the Bad Guys
Despite a slow start several years ago, Oracle has refashioned itself into a cloud builder, rapidly expanding its Oracle Cloud Infrastructure to make it among the top second-tier providers, although still well behind the likes of Amazon Web Services, Microsoft Azure, and Google Cloud. …