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? …
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. …
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. …
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. …
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? …
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. …
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. …
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. …
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. …
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. …
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