cloud

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. …

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. …

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. …