AI
More Upward Revisions On AI Infrastructure Spending
Here is a question for you. What is more difficult: predicting the weather thirty days out or what global AI infrastructure spending will be out to the end of the decade? …
infrastructure
AI
Oracle Cloud Can Be As Big As AWS This Decade
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? …
Cloud
Amazon Says It Can Embiggen AWS Past “Multi-$100 Billion” With AI
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. …
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. …
AI
A Deep Dive Into Datacenter And Server Spending Forecasts
Spending on AI systems in 2024 just utterly blew by the expectations of the major market researchers and those who dabble in metrics like we do. …
Compute
What Happens When Hyperscalers And Clouds Buy Most Servers And Storage?
We have a long-standing joke that dates from the early 2000s, when the hyperscalers – there were not yet cloud builders as we now know them – started having hundreds of millions of users and millions of servers and storage arrays to run applications for them at the same time there was the beginnings of consolidation among the OEMs who created the servers and storage used by nearly all enterprises, including dot-com startups. …
Compute
Server And Storage Spending Growth Looks Rosy Out To 2027
For a market that is so integral to the global economy, it sure is hard to get a complete dataset on quarterly and annual spending on information technology. …
Compute
Datacenter Infrastructure Report Card, Q3 2023
It is hard to keep a model of datacenter infrastructure spending in your head at the same time you want to look at trends in cloud and on-premises spending as well as keep score among the key IT suppliers to figure out who is winning and who is losing. …
Compute
Riding The Steadily Rising Enterprise IT Market
It is tough to get excited about mature markets that grow at a steady rate unless it happens to be the most profitable part of the market. …
Compute
Server And Storage Spending Moves The Sticks Out Through 2026
There is a very interesting technical side to IT infrastructure, which we are obviously very keen on exploring here at The Next Platform. …