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. …
Every business has its patterns, and so it is with Google and its hodgepodge of advertising and cloud computing. …
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. …
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. …
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. …
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. …
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. …
There is a very interesting technical side to IT infrastructure, which we are obviously very keen on exploring here at The Next Platform. …
The gradual trend of IT organizations spending more on dedicated or shared cloud infrastructure than they do on non-cloudy gear continues its inevitable, glacial transformation. …
If The Next Platform is about anything, it is about chronicling the tectonic changes that affect the IT landscape. …
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