Cloud
Google Cloud Revenues And Profits Flattening Out
Every business has its patterns, and so it is with Google and its hodgepodge of advertising and cloud computing. …
Google Cloud
Compute
Google Woos HPC Centers With Fast CPUs And Networks
The HPC centers of the world like fast networks and compute, but they are also always working under budget constraints unlike their AI peers out there in the enterprise, where money seems to be unlimited to what sometimes looks like an irrationally exuberant extent. …
Cloud
Skepticism About AI Use Does Not Yet Negate The Appetite For AI Hardware
People – and when we say “people” we mean “Wall Street” as well as individual investors – sometimes have unreasonable expectations. …
Compute
Google Covers Its Compute Engine Bases Because It Has To
The minute that search engine giant Google wanted to be a cloud, and the several years later that Google realized that companies were not ready to buy full-on platform services that masked the underlying hardware but wanted lower level infrastructure services that gave them more optionality as well as more responsibility, it was inevitable that Google Cloud would have to buy compute engines from Intel, AMD, and Nvidia for its server fleet. …
Cloud
AI Accelerates Cloud Revenues As Well As Cloud Investments
Three years ago, thanks in part to competitive pressures as Microsoft Azure, Google Cloud, and others started giving Amazon Web Services a run for the cloud money, the growth rate in quarterly spending on cloud services was slowing. …
Cloud
Number Three Has To Work Very Hard In The Cloud
Being in the cloud business is difficult and expensive – even for a rich company like Google. …
Cloud
Cloud Builders Navigate A Sea Of Economic Uncertainty
In recent years, when the economy became unstable, enterprises tended to look to the cloud as a safe haven. …
Cloud
Google Muscles Its Way Into Datacenters, Attacks From The Edge
Thomas Kurian’s arrival at Google Cloud in early 2019 after more than 22 years at Oracle marked a significant shift in Google’s thinking, putting an emphasis on expanding its cloud’s business use by enterprises as the key to making up ground on Amazon Web Services (AWS) and Microsoft Azure in the booming global cloud market. …
Cloud
Supply Chain Platforms Need A Disruption
Supply chains have become so complex and tangled that the traditional way of navigating everything from suppliers, inventory, transportation and analytics has been upended. …
Cloud
Google Does The Server Math With Tau Cloud Instances
In a world where Moore’s Law is slowing and hardware has to be increasingly co-designed with the system software stack and the applications that run above it, the matrix of possible combinations of hardware is getting wider and deeper. …