Tag: cloud

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The Memory Crunch Pinches Cisco’s Profits

February 12, 2026

Only A Few AI Platforms Can Survive

February 12, 2026

With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear

February 5, 2026

Microsoft Is More Dependent On OpenAI Than The Converse

January 30, 2026

Nvidia’s $2 Billion Investment In CoreWeave Is A Drop In A $250 Billion Bucket

January 27, 2026

Meta Platforms Metamorphizing Into An AI Cloud For Sovereigns

January 23, 2026

Cerebras Inks Transformative $10 Billion Inference Deal With OpenAI

January 15, 2026

Oracle Is Using OpenAI To Build A Platform For The Enterprise

December 11, 2025

AWS “Bullish” On Homegrown Trainium AI Accelerators

October 31, 2025

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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

August 19, 2025

To Beat Neocloud Rivals To OpenAI, CoreWeave Spends Like Crazy

August 16, 2025

Oracle Cloud Launches Database Service for Agentic AI, Analytics Workloads

August 8, 2025

AI Embiggens The Big Clouds, Especially Microsoft

August 1, 2025

Sizing Up AWS “Blackwell” GPU Systems Against Prior GPUs And Trainiums

July 10, 2025

Only The Biggest Neoclouds Will Survive

July 8, 2025

Taking On VMware, HPE Mashes Up VM Essentials With Morpheus Cloud Controller

May 14, 2025

Armv9 Architecture Helps Lift Arm To New Financial Heights

May 13, 2025

Amazon Says It Can Embiggen AWS Past “Multi-$100 Billion” With AI

May 2, 2025

AI Steady, Cloud Accelerating Gives Microsoft A Big Datacenter Boost

May 1, 2025

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With Its Llama API Service, Meta Platforms Finally Becomes A Cloud

April 30, 2025

Google Cloud Revenues And Profits Flattening Out

April 30, 2025

Oracle Has Some Big Advantages To Mainstream AI

March 13, 2025

CoreWeave’s 250,000-Strong GPU Fleet Undercuts The Big Clouds

March 6, 2025

Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments

February 7, 2025

Skepticism About AI Use Does Not Yet Negate The Appetite For AI Hardware

February 5, 2025

Azure Can’t Make Up For On Premises Profit Decline At Microsoft

January 30, 2025

Cloud Spending Forecast Trimmed For This Year And Next

December 19, 2024

Marvell Pivots To AI Silicon, Looks Poised To Profit

December 4, 2024

Anthropic And OpenAI Show Why Musk Should Build A Cloud

November 25, 2024

HPE GreenLake Platform Gets Expanded Storage And Custom KVM Hypervisor

November 21, 2024

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You Are Paying The Clouds To Build Better AI Than They Will Rent You

November 5, 2024

Datacenter Infrastructure Spending Is Up, And Forecasts Are Even Higher

October 7, 2024

Oracle Puts AI, Automation Between Its Cloud And the Bad Guys

September 13, 2024

Oracle Runs OCI Clones At Rival AWS, Google, And Azure Clouds

September 10, 2024

VMware Wants To Redefine Private Cloud With VCF 9

August 27, 2024

Rackspace Goes All In – Again – On OpenStack

August 22, 2024

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The Sugar Daddy Boomerang Effect: How AI Investments Puff Up The Clouds

August 12, 2024

Oracle Goes Massively Parallel, Low Cost With Exadata Exascale

July 16, 2024

AWS Pushes Bang For The Buck With Graviton 4 Instances

July 9, 2024

Cloud Revenues Will Bust Through $1 Trillion Before Too Long

May 21, 2024