Hardware & Infrastructure
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IBM, Cognizant team up to tame rising enterprise cloud bills
The two companies launched a FinOps Center of Excellence initiative to help ease hybrid and multicloud cost management.
By Matt Ashare • Nov. 8, 2024 -
Cloud consumption surge strains even the largest hyperscalers
“We have more demand than we could fulfill if we had even more capacity today,” Amazon CEO Andy Jassy said Thursday. “Everyone today has less capacity than they have demand.”
By Matt Ashare • Nov. 5, 2024 -
Microsoft runs into cloud constraints as Azure AI business booms
Data centers “don’t get built overnight,” CEO Satya Nadella said Wednesday during the company’s Q1 2025 earnings call.
By Matt Ashare • Oct. 31, 2024 -
Google Cloud enjoys an AI-fueled growth spurt in Q3
The hyperscaler saw cloud revenue grow 35% year over year to $11.4 billion in the third quarter.
By Matt Ashare • Oct. 30, 2024 -
Executives worry over aging IT systems
Despite ongoing modernization efforts, tech debt is still hindering mission-critical infrastructure, according to Kyndryl.
By Matt Ashare • Oct. 29, 2024 -
IBM leans into software as infrastructure revenue slides
Since its 2019 acquisition of Red Hat, IBM has moved software closer to the center of its product portfolio.
By Matt Ashare • Oct. 24, 2024 -
IT spend mounts as CIOs build out enterprise AI capacity
The analyst firm expects tech spending to reach $5.74 trillion next year, driven in part by exponential growth in server sales.
By Matt Ashare • Oct. 23, 2024 -
AI adoption rush puts mainframes back in the spotlight
Coding assistants are, in turn, helping engineers refactor aging COBOL applications, according to IBM.
By Matt Ashare • Oct. 10, 2024 -
CrowdStrike outage: Fallout and recovery
How HP dodged the July CrowdStrike outage
After catching early signs of the problem, the company used its IT management tool to install a remediating patch in its global fleet of 79,000 PCs.
By Matt Ashare • Updated Oct. 14, 2024 -
With AI market headed for trillion-dollar mark, chip shortages loom
Bain & Company expects AI workloads to grow by as much as 35% each year through 2027, accelerating GPU and upstream component consumption.
By Matt Ashare • Oct. 9, 2024 -
Enterprises cling to mainframe as cloud expands
Companies that lean on the enterprise workhorse are increasing capacity and purchasing new units, according to ISG research.
By Matt Ashare • Oct. 7, 2024 -
Data center spending skyrockets as cloud building rush accelerates
Hyperscaler infrastructure investments surged during the first half of the year and are expected to reach $400 billion in 2024, according to Dell’Oro Group research.
By Matt Ashare • Sept. 30, 2024 -
Most mainframe application rewrites fail the first time
“Almost everyone in the mainframe space recognizes that these are not toy workloads,” Rocket Software executive Phil Buckellew said.
By Matt Ashare • Sept. 24, 2024 -
Broadcom fires back at AT&T in legal battle over VMware support
The chipmaker said AT&T had time to choose an alternative and was planning to migrate off VMware anyway, according to court documents filed last week.
By Matt Ashare • Sept. 23, 2024 -
AWS sees customers repatriating workloads as cloud wars heat up
The largest hyperscaler provided U.K. regulators with examples of enterprises moving from cloud to on-prem environments in a July hearing.
By Matt Ashare • Sept. 19, 2024 -
Cloud AI building boom propels server, storage market to record highs
Hyperscaler hunger for compute capacity drove up prices for non-AI data center components during the second quarter, too, according to a Dell’Oro Group report.
By Matt Ashare • Sept. 18, 2024 -
An unlikely hero is running generative AI workloads: the mainframe
AI requires quality data and more often than not, the most important enterprise data lives in mainframes, experts said.
By Matt Ashare • Sept. 17, 2024 -
Dell awaits PC refresh cycle, leans on server segment to buoy revenues
The company sees a bright future in PC sales on the horizon, but not until late in the year, COO Jeffrey Clarke said Tuesday at a Goldman Sachs technology conference.
By Matt Ashare • Sept. 12, 2024 -
AWS plans UK cloud expansion, pours $10B more into AI infrastructure
Amazon’s cloud division will now invest more than $14 billion in the region through 2028, the company said Wednesday.
By Matt Ashare • Sept. 11, 2024 -
Oracle cements multicloud integration with AWS, Google alliances
Oracle deployed data services running on OCI servers in AWS and Google Cloud data centers, the company announced Monday.
By Matt Ashare • Sept. 9, 2024 -
VMware raises Broadcom’s software profile, but chips remain core business
The company expects networking and semiconductor hardware demand to drive AI revenues to $12 billion this year, Broadcom CEO Hock Tan said.
By Matt Ashare • Sept. 6, 2024 -
Nvidia sustains triple-digit revenue growth amid AI building boom
“Data centers worldwide are in full steam to modernize the entire computing stack,” Nvidia President and CEO Jensen Huang said Wednesday.
By Matt Ashare • Aug. 29, 2024 -
VMware vows to ‘virtualize the entire data center’ with bigger bundle
The company rolled out its second post-Broadcom private cloud solution Tuesday, touting lower overall cost and security improvements.
By Matt Ashare • Aug. 27, 2024 -
IBM accelerates hybrid AI with high-capacity mainframe chips
The processors enable on-prem systems to run multiple models in ensemble configurations to improve performance and accuracy, the company said.
By Matt Ashare • Aug. 26, 2024 -
AWS expands global cloud empire with new Asia Pacific region
The hyperscaler will invest $6.2 billion to operate three availability zones in Malaysia. Microsoft and Google are building data centers in the country, too.
By Matt Ashare • Aug. 22, 2024