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. …
Datacenter
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. …
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
Intel Datacenter Chief Departs To Run Nokia – Now What?
After only a little more than a year of running Intel’s Data Center and AI group – which is probably about as much fun right now as falling down the stairs – Justin Hotard has departed the chip maker to become the next chief executive officer of Nokia, which interestingly enough has a renewed interest in building cloud networks and making money at that. …
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. …
Compute
GenAI Boom: Datacenter Spending Forecast Raised Again
Economic and technical forces have a kind of momentum that keeps them growing even as any new technology goes through its inevitable hype cycle from innovation to inflated expectations to disillusionment to deployment into productivity. …
AI
The Datacenter Is The Accelerator
There is a fractal nature in modern computing that is only becoming more and more apparent as workloads have long since outstripped the capacity of a single server. …
Compute
AI Powerhouses Choose The Nuclear Option
When you need to provide electricity to power and cool 100,000 accelerators, or maybe even 1 million of them in a few years, in a single location to run an AI model, you have to start thinking about the unthinkable if you also want to use carbon-free juice to power your AI ambitions. …
HPC
Thinking Outside Of The Box With The Jupiter Supercomputer Datacenter
The concrete has been poured and the first containers that will house the exascale-class “Jupiter” system at Forschungszentrum Jülich in Germany are being lifted into place for the modular datacenter that will be the home of the massive machine. …
Compute
Nvidia Says “Blackwell” GPU Issues Are Fixed, Ramp Starts In Fiscal Q4
Welcome to the most important earnings call in history, with the weight of the aggregate stock markets of the entire world hanging on what Nvidia says and doesn’t say. …