AI
Oracle Has Some Big Advantages To Mainstream AI
Oracle’s cloud may be been in the running to be the host of a massive AI training system for Elon Musk’s xAI startup, with a purported $10 billion in rentals at stake. …
cloud
AI
Azure Can’t Make Up For On Premises Profit Decline At Microsoft
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. …
Cloud
Cloud Spending Forecast Trimmed For This Year And Next
The market for cloud infrastructure is now so large that it is very difficult for it to change drastically. …
Compute
Marvell Pivots To AI Silicon, Looks Poised To Profit
It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …
AI
You Are Paying The Clouds To Build Better AI Than They Will Rent You
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. …
Compute
Datacenter Infrastructure Spending Is Up, And Forecasts Are Even Higher
The AI boom is going sonic, and it looks like we had all better cover our ears if we want to be able to hear by the end of the holiday season if the prognostications of the box counters at IDC are correct. …
Cloud
Oracle Puts AI, Automation Between Its Cloud And the Bad Guys
Despite a slow start several years ago, Oracle has refashioned itself into a cloud builder, rapidly expanding its Oracle Cloud Infrastructure to make it among the top second-tier providers, although still well behind the likes of Amazon Web Services, Microsoft Azure, and Google Cloud. …
Control
VMware Wants To Redefine Private Cloud With VCF 9
We all had been wondering what VMware would look like when it became part of Broadcom’s massive universe following the semiconductor giant’s $69 billion acquisition of the virtualization juggernaut. …
Control
Rackspace Goes All In – Again – On OpenStack
Rackspace Technology has admittedly been relatively quiet in recent years when it’s come to OpenStack, the open source cloud infrastructure platform that was born in 2010 out of the collaboration between the cloud computing company and NASA. …
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? …