For years, Oracle has found itself solidly in the second tier of cloud providers, well behind the top three of Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which combined account for more than 60 percent of global cloud infrastructure services market. That said, it’s a market that …
It is Oracle OpenWorld CloudWorld AI World this week, so we expect a lot of AI infrastructure announcements from Big Red, with AI being the biggest new workload to hit the enterprise in decades. We also expect for Oracle’s AI infrastructure deployments on its cloud to reflect the overall market …
“Platformization” eventually comes to every high-profile IT space as the number of tools and amount of complexity increases. Companies want to build platforms because they generate profits, and companies want to buy platforms because integration is a given and therefore deployment is easier and faster as new functions are added. …
If it seems like OpenAI is shaking up the IT market every other day or so, that is because that is precisely what it is doing. The company needs dozens and dozens of gigawatts of compute capacity to pursue its AI superintelligence dreams – perhaps more – and that means …
Big Blue may have missed the boat on being one of the big AI model builders, but its IBM Research division has built its own enterprise-grade family of models and its server and research divisions have plenty of experience building accelerators and supercomputers. The company also has well over 100,000 …
Wide area networks and datacenter interconnects, or DCIs, as we have known them for the past decade or so are nowhere beefy enough or fast enough to take on the job of scaling AI training workloads across multiple datacenters. And so Nvidia, Broadcom, and now Cisco Systems have created a …
It is one thing for the market researchers of the world to make prognostications about hardware, software, and services spending relating to the GenAI boom. It is quite another thing when public companies start putting stakes in the ground because they face consequences if their auguries turn out to be …
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In early 2024, we all had been wondering how OpenAI was going to pay for its $100 billion Stargate datacenter infrastructure project it was rumored to be planning with Microsoft. This was the biggest single AI infrastructure project to date, and comprising about 1 million AI accelerator engines. And then …
Of all of the hyperscalers and cloud builders, Meta Platforms has always been the one that we expected to design and have manufactured its own CPU and XPU accelerator compute engines. The reason is simple. Clouds have to buy X86 CPUs and Nvidia GPUs because that is the iron that …
What does Cerebras Systems, the first successful waferscale computing commercializer and a contender in the race to provide compute for the world’s burgeoning AI inference workload, do for an encore? Well, the company just raised $1.1 billion in Series G funding to find out. The funding also gives Cerebras that …
Back at the end of July, we had a discussion with CPU maker AMD and the topic of conversation was hybrid cloud. In the course of that conversation, one of the top server brass at the X86 server chip maker took a few swipes at Arm, contending that AMD Epyc …
What’s the difference between Meta Platforms and OpenAI? The big one – and perhaps the most important one in the long run – is that when Meta Platforms does a deal with neocloud CoreWeave, it actually has a revenue stream from its advertising on various Web properties that it can …
At some point, when the cloud bills get very high and the AI usage starts going up and up, the enterprise is going to want to stop paying a cloud and get their own iron and co-locate it in a rentable datacenter. The reason why is simple: Most of the …
There is constant chatter surrounding the promise of generative AI, agentic AI, and – eventually – artificial general intelligence, but the need for the massive, expensive, high-density compute and the datacenters to wrap around them and the juice to feed them are incredible, particularly with models OpenAI GPT-4, Alibaba’s Qwen-3, …
It is a now well-known fact in the datacenters of the world, which are trying to cram ten pounds of power usage into a five pound bit barn bag, that liquid cooling is an absolute necessity for the density of high performance computing systems to be increased to drive down …
When we try to predict the weather, we use ensembles of the initial conditions on the ground, in the oceans, and throughout the air to create a kind of probabilistic average forecast and then we take ensembles of models, which often have very different answers for extreme weather conditions like …
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