Just below the massive hyperscalers and cloud builders there is another set of dozens of datacenter operators who provide cloud and co-location services on a multinational basis to enterprises, governments, and academic institutions. …
It is no surprise at all that Nvidia’s datacenter business is making money hang over fist right now as generative AI makes machine learning a household word and is giving us something akin to a Dot Com Boom in the glass houses of the world. …
If you want to get a sense of what companies are really doing with AI infrastructure, and the issues of processing and network capacity, power, and cooling that they are facing, what you need to do is talk to some co-location datacenter providers. …
SPONSORED POST Over the past decade, the heat generated by server CPUs has increased by 3.5X and now is pushing 500 watts. …
The central bankers of the world want to curb inflation by putting a serious crimp in demand, and it looks like they may get what they want – sort of – in 2023 when it comes to datacenter infrastructure. …
The central banks of the world, led by the European Central Bank and the US Federal Reserve, want to curb inflation and they are willing to cause a small recession or at least get very close to one to shock us all into controlling the acquisitive habits we developed during the lockdowns of the early years of the coronavirus pandemic. …
GPU computing platform maker Nvidia announced its financial results for its fiscal fourth quarter ended in January, which showed the same digestion of already acquired capacity by the hyperscalers and cloud builders and the same hesitation to spend by enterprises that other compute engine makers for datacenter computing are also seeing. …
Anybody who can read a financial report knows they are paying too much for compute, storage, networking, and software at Amazon Web Services. …
Everybody expected that Intel was going to turn in a pretty bad final quarter in 2022, and even before it posted its numbers yesterday after the market closed, there were plenty of signals that it was going to be worse. …
If there is a recession underway – and we are not convinced that there is even a little bit – then the Ethernet switch market did not get the memo. …
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