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