If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to figure out how to get GPU-accelerated systems, you ought to try to convince the same companies to upgrade to Windows Server 2025, which launched last November. …
The market for cloud infrastructure is now so large that it is very difficult for it to change drastically. …
It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …
Think of it as the ultimate offload model.
One of the geniuses of the cloud – perhaps the central genius – is that a big company that would have a large IT budget, perhaps on the order of hundreds of millions of dollars per year, and that has a certain amount of expertise creates a much, much larger IT organization with billions of dollars – and with AI now tens of billions of dollars – in investments and rents out the vast majority of that capacity to third parties, who essentially allow that original cloud builder to get their own IT operations for close to free. …
The AI boom is going sonic, and it looks like we had all better cover our ears if we want to be able to hear by the end of the holiday season if the prognostications of the box counters at IDC are correct. …
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. …
We all had been wondering what VMware would look like when it became part of Broadcom’s massive universe following the semiconductor giant’s $69 billion acquisition of the virtualization juggernaut. …
Rackspace Technology has admittedly been relatively quiet in recent years when it’s come to OpenStack, the open source cloud infrastructure platform that was born in 2010 out of the collaboration between the cloud computing company and NASA. …
Here’s a question for you: How much of the growth in cloud spending at Microsoft Azure, Amazon Web Services, and Google Cloud in the second quarter came from OpenAI and Anthropic spending money they got as investments out of the treasure chests of Microsoft, Amazon, and Google? …
Maybe, if you need blazing performance extracting data and chewing on it from a relational database, it belongs in a cloud. …
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