Cloud
Oracle Runs OCI Clones At Rival AWS, Google, And Azure Clouds
It’s a multi-cloud world and one with a cloud infrastructure services market that is dominated by three large players. …
AWS
Connect
AWS Adds Managed Slurm To ParallelCluster Cloudy Supercomputers
It is hard to believe that Amazon Web Services has been selling compute, storage, and networking capacity for nearly two decades. …
Cloud
The Sugar Daddy Boomerang Effect: How AI Investments Puff Up The Clouds
Here’s a question for you: How much of the growth in cloud spending at Microsoft Azure, Amazon Web Services, and Google Cloud in the second quarter came from OpenAI and Anthropic spending money they got as investments out of the treasure chests of Microsoft, Amazon, and Google? …
Cloud
AWS Pushes Bang For The Buck With Graviton 4 Instances
UPDATED: Mea culpa. Due to an error in calculating the performance of the Graviton 4, we wrongly asserted that the price/performance of these chips was worse than, not better than, that of the Graviton 3. …
Cloud
AI Accelerates Cloud Revenues As Well As Cloud Investments
Three years ago, thanks in part to competitive pressures as Microsoft Azure, Google Cloud, and others started giving Amazon Web Services a run for the cloud money, the growth rate in quarterly spending on cloud services was slowing. …
Compute
How To Make More Money Renting A GPU Than Nvidia Makes Selling It
It is not a coincidence that the companies that got the most “Hopper” H100 allocations from Nvidia in 2023 were also the hyperscalers and cloud builders, who in many cases wear both hats and who are as interested in renting out their GPU capacity for others to build AI models as they are in innovating in the development of large language models. …
Compute
AWS Hedges Its Bets With Nvidia GPUs And Homegrown AI Chips
There was a time – and it doesn’t seem like that long ago – that the datacenter chip market was a big-money but relatively simple landscape, with CPUs from Intel and AMD and Arm looking to muscle its way in and GPUs mostly from Nvidia with some from AMD and Intel looking to muscle its way in. …
Compute
Mixed Results For The Datacenter Thundering Thirteen In Q4
We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …
AI
Amazon Gives Anthropic $2.75 Billion So It Can Spend It On AWS XPUs
If Microsoft has the half of OpenAI that didn’t leave, then Amazon and its Amazon Web Services cloud division needs the half of OpenAI that did leave – meaning Anthropic. …
Cloud
Hyperscalers Bringing Nvidia’s Grace-Blackwell Superchip To Their Clouds
At his company’s GTC 2024 Technical Conference this week, Nvidia co-founder and chief executive officer Jensen Huang, unveiled the chip maker’s massive Blackwell GPUs and accompanying NVLink networking systems, promising a future where hyperscale cloud providers, HPC centers, and other organizations of size and means can meet the rapidly increasing compute demands driven by the emergence of generative AI. …