Cloud
Only The Biggest Neoclouds Will Survive
There are definitely easier businesses to be in than operating a neocloud. …
Oracle
AI
Why Did SoftBank Just Buy Ampere Computing?
The world is getting stranger, isn’t it? We understand, given the difficulties of selling Arm server chips to hyperscalers and cloud builders that are also designing and manufacturing their own Arm CPUs, why Ampere Computing, the only successful freestanding Arm server CPU supplier to even get its chips into its chosen tech titan customers, would want to be acquired by Japanese conglomerate SoftBank. …
AI
Oracle Has Some Big Advantages To Mainstream AI
Oracle’s cloud may be been in the running to be the host of a massive AI training system for Elon Musk’s xAI startup, with a purported $10 billion in rentals at stake. …
AI
What A Tangled OpenAI Web We CoreWeave
Wouldn’t it be funny if all of that money that Microsoft spent last year paying neocloud upstart CoreWeave was just to support ever-embiggening AI training workloads at OpenAI as it makes its GPT models smarter? …
AI
OpenAI Declares Its Hardware Independence (Sort Of) With Stargate Project
The dependency dance between AI pioneer OpenAI and the Microsoft Azure cloud and the application software divisions of its parent company are fascinating to watch. …
Compute
It’s January: Datacenter Compute Rumors And Moves
As one year ends and another begins, this is often the time when people change jobs and companies change strategies. …
Store
Oracle Revs Up Exadata Database Machines To X11M
Transaction processing against relational databases may not be the focus of the datacenter, as it was when IBM created the first relational database and Oracle was founded to compete against it in the late 1970s. …
Cloud
Oracle Puts AI, Automation Between Its Cloud And the Bad Guys
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. …
AI
Green Acres Is The Place For Larry
UPDATED: Some people are obsessed by crowd sizes, others by their net worth, and still others by the size of their AI datacenters. …
Cloud
Oracle Runs OCI Clones At Rival AWS, Google, And Azure Clouds
It’s a multi-cloud world and one with a cloud infrastructure services market that is dominated by three large players. …