Wall Street has been looking for some good news, and Microsoft came through with its financial results for the third quarter of its fiscal 2025 as its cloud business – and to be specific, its non-AI cloud business – grew much more strongly than expected. …
If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to figure out how to get GPU-accelerated systems, you ought to try to convince the same companies to upgrade to Windows Server 2025, which launched last November. …
The dependency dance between AI pioneer OpenAI and the Microsoft Azure cloud and the application software divisions of its parent company are fascinating to watch. …
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. …
It’s a multi-cloud world and one with a cloud infrastructure services market that is dominated by three large players. …
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? …
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. …
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. …
After many years of rumors, Microsoft has finally confirmed that it is following rivals Amazon Web Services and Google into the design of custom processors and accelerators for their clouds. …
The question is no longer whether or not the “El Capitan” supercomputer that has been in the process of being installed at Lawrence Livermore National Laboratory for the past week – with photographic evidence to prove it – will be the most powerful system in the world. …
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