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. …

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. …

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. …