Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? …
One only need look at the incredible revenues and profits of the datacenter business at Nvidia to know that the world’s biggest compute customers – the hyperscalers, the cloud builders, and now the biggest model builders – need to bend the price/performance curve to boost their own profits. …
Wouldn’t it be funny if Larry Ellison, who has become the elder statesman of the datacenter, had the last laugh on the cloud builders and model builders by beating them at their own game? …
The rapid changes Broadcom instituted after buying virtualization stalwart VMware for $61 billion in late 2023 continue to shape the virtualization and cloud spaces, with some enterprises facing significant higher pricing, new licensing plans, and bunding options looking for alternatives, vendors offering them alternatives, and companies rolling out plans to help with the migrations. …
The Armv9 architecture has a lot of technical enhancements to commend it, but as far as Arm Holdings, the creator and licensor of the Arm architecture, is concerned one of the best features of Armv9, which was first unveiled four years ago, is that it comes with a higher royalty fee than prior Armv7 and Armv8 architectures. …
Here is how you know the cloud revolution is not done: Throughout the 77 quarter financial history of Amazon Web Services, which was formally launched in March 2006, there have been so few quarters of sequential revenue decline that you can literally count them on one hand. …
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. …
A lot of companies talk about open source, but it can be fairly argued that Meta Platforms, the company that built the largest social network in the world and that has open sourced a ton of infrastructure software as well as datacenter, server, storage, and switch designs, walks the talk the best. …
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. …
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. …
All Content Copyright The Next Platform