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. …
spending
AI
A Second Opinion On Future GenAI Spending
Two weeks ago, before we began our nightmare travels to get to the 2025 edition of Nvidia’s GPU Technology Conference in San Jose, we put together an analysis of the AI server and storage spending forecasts put out by the good folks at IDC. …
Compute
The Gigabucks Going Into Datacenter Gigawatts
The only thing that takes longer to bring online slower than a datacenter is a chip foundry, which is unfortunate for a lot of different reasons. …
HPC
HPC Market Bigger Than Expected, And Growing Faster
As far as we have been concerned since founding The Next Platform literally a decade ago this week, AI training and inference in the datacenter are a kind of HPC. …
AI
The Difficulty – And Necessity – Of Parsing Out AI Spending
For a decade before the generative AI boom took off in late 2022, classical artificial intelligence, used for all kinds of self-learning predictive algorithms, was destined to be a very large component of the IT stack at most organizations in the world. …
Compute
IDC Boosts Datacenter Compute And Storage Spending Forecast
When you have to compile the revenue streams of thousands of major IT hardware, software, and services suppliers into the datacenter, it takes a bit of time to get that data, get it right, and then aggregate it for a datacenter market analysis. …
Cloud
Cloud Revenues Will Bust Through $1 Trillion Before Too Long
Cloud is an attitude as much as it is a consumption model. …
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
The AI Boom Props Up Datacenter Infrastructure Spending
If there is one thing that is absolutely immune from inflationary curbs and that is, to a certain degree, also contributing to inflationary pressures in the global economy, it is generative AI. …
Cloud
Cloud Spending Curtailed, On Premises Spending Heading Into Recession
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. …