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The next platform: cloud news
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The Memory Crunch Pinches Cisco’s Profits
Only A Few AI Platforms Can Survive
With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear
Microsoft Is More Dependent On OpenAI Than The Converse
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Nvidia’s $2 Billion Investment In CoreWeave Is A Drop In A $250 Billion Bucket
Meta Platforms Metamorphizing Into An AI Cloud For Sovereigns
Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI
Oracle Is Using OpenAI To Build A Platform For The Enterprise
AWS “Bullish” On Homegrown Trainium AI Accelerators
Google Spends More On Servers Than The Whole World Used To
Google Shows Off Its Inference Scale And Prowess
Oracle Cloud Can Be As Big As AWS This Decade
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It Is Very Hard To Catch AWS On The Clouds
To Beat Neocloud Rivals To OpenAI, CoreWeave Spends Like Crazy
Oracle Cloud Launches Database Service for Agentic AI, Analytics Workloads
AI Embiggens The Big Clouds, Especially Microsoft
Sizing Up AWS “Blackwell” GPU Systems Against Prior GPUs And Trainiums
Only The Biggest Neoclouds Will Survive
Taking On VMware, HPE Mashes Up VM Essentials With Morpheus Cloud Controller
Armv9 Architecture Helps Lift Arm To New Financial Heights
Amazon Says It Can Embiggen AWS Past “Multi-$100 Billion” With AI
AI Steady, Cloud Accelerating Gives Microsoft A Big Datacenter Boost
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With Its Llama API Service, Meta Platforms Finally Becomes A Cloud
Google Cloud Revenues And Profits Flattening Out
Oracle Has Some Big Advantages To Mainstream AI
CoreWeave’s 250,000-Strong GPU Fleet Undercuts The Big Clouds
Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments
Skepticism About AI Use Does Not Yet Negate The Appetite For AI Hardware
Azure Can’t Make Up For On Premises Profit Decline At Microsoft
Cloud Spending Forecast Trimmed For This Year And Next
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Marvell Pivots To AI Silicon, Looks Poised To Profit
Anthropic And OpenAI Show Why Musk Should Build A Cloud
HPE GreenLake Platform Gets Expanded Storage And Custom KVM Hypervisor
You Are Paying The Clouds To Build Better AI Than They Will Rent You
Datacenter Infrastructure Spending Is Up, And Forecasts Are Even Higher
Oracle Puts AI, Automation Between Its Cloud And the Bad Guys
Oracle Runs OCI Clones At Rival AWS, Google, And Azure Clouds
VMware Wants To Redefine Private Cloud With VCF 9
Rackspace Goes All In – Again – On OpenStack
The Sugar Daddy Boomerang Effect: How AI Investments Puff Up The Clouds
Oracle Goes Massively Parallel, Low Cost With Exadata Exascale
AWS Pushes Bang For The Buck With Graviton 4 Instances
Cloud Revenues Will Bust Through $1 Trillion Before Too Long
Cisco Starts To See Signs Of Datacenter Spending Recovery
AI Accelerates Cloud Revenues As Well As Cloud Investments
What Happens When Hyperscalers And Clouds Buy Most Servers And Storage?
Amazon Gives Anthropic $2.75 Billion So It Can Spend It On AWS XPUs
Hyperscalers Bringing Nvidia’s Grace-Blackwell Superchip To Their Clouds
AWS And Nvidia Reboot “Ceiba” Supercomputer For Blackwell GPUs
Kubernetes Clusters Have Massive Overprovisioning Of Compute And Memory
Lambda Snags $320 Million To Grow Its Rent-A-GPU Cloud
You Can Build GenAI From Scratch, Or Go Straight To SaaS
A Tale Of Three Cloud Builders, All Seeking Dominance
No More Roach Motels For Data In The Clouds
Why Hyperscale Networks Have Been Decades In The Making
Datacenter Infrastructure Report Card, Q3 2023
Redefining datacenter connectivity with open source networking
Amazon Gears Up To Profit Mightily From The Generative AI Boom
Sky-High Hurdles, Clouded Judgements for IaaS at Exascale
Everybody Tries To Leverage VMware To Their Advantage
GPU Shortages Will Prop Up The Clouds In More Ways Than One
The Big Clouds Get First Dibs On AMD “Genoa” Chips
Reports Of OpenStack’s Death Greatly Exaggerated
More Power – And Cooling – To You
In The Multicloud World, The Data’s The Thing
With Project Beacon, Nutanix Opens Up And Reins In Cloud Infrastructure
When Push Comes To Shove, Google Invests Heavily In GPU Compute
Of Course AWS Revenues Are Slowing And Profits Are Pinched
Nuclear Weapons Drove Supercomputing, And May Now Drive It Into The Clouds
Cloud Spending Curtailed, On Premises Spending Heading Into Recession