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

Cloud, AI workload surge pushes data center vacancies to historic lows

Building activity hit a record high during the first half of the year but power shortages elongated construction timelines, according to CBRE research.

By Matt Ashare • Updated Aug. 27, 2024

AMD to acquire ZT Systems for $4.9B as GPU race heats up

The move will bring an army of 1,000 cloud data center engineers into the chipmaker’s fight to challenge Nvidia’s AI infrastructure dominance.

By Matt Ashare • Aug. 19, 2024

Hyperscalers gain decisive control of enterprise compute

Public cloud infrastructure eclipsed on-premise capacity as the number of massive commercial data centers topped 1,000, according to Synergy Research Group analysis.

By Matt Ashare • Aug. 12, 2024

Big tech banks on AI boom as infrastructure spending heads for trillion-dollar mark

“While we're investing a significant amount in the AI space and in infrastructure, we would like to have more capacity than we already have today,” Amazon CEO Andy Jassy said.

By Matt Ashare • Aug. 5, 2024

AWS retains heavyweight title in cloud infrastructure

Despite the steady advance of Microsoft Azure, Amazon’s massive cloud division captured nearly 40% of the IaaS market last year, Gartner said.

By Matt Ashare • Aug. 1, 2024

Microsoft spends billions on infrastructure to relieve Azure capacity constraints

The hyperscaler is working with third-party data centers to satisfy AI demand, CFO Amy Hood said Tuesday.

By Matt Ashare • July 31, 2024

AI consumption to drive enterprise cloud spending spree

The research firm expects rapid advancement in AI technologies to double the market’s size by 2028.

By Matt Ashare • July 30, 2024

IBM sees software sales soar as tech spend stabilizes

The acquisition of Apptio and Software AG’s StreamSets and webMethods hybrid cloud solutions helped drive the gains, CFO James Kavanaugh said Thursday.

By Matt Ashare • July 25, 2024

As IT costs mount, CIOs want hybrid cloud with better connectivity

Colocation data centers bridge the gap between cloud and on-prem but bring interoperability challenges, according to a CoreSite report.

By Matt Ashare • July 19, 2024

Data center building boom fuels global IT spend growth

As hyperscalers pour billions into infrastructure, enterprises are investing in generative AI capabilities, driving up tech spending across categories.

By Matt Ashare • July 17, 2024

Aging devices, not AI PCs, drive PC shipment uptick

As next year’s Windows 10 support cliff approaches, companies are ramping up to a massive device refresh cycle, according to Gartner research.

By Matt Ashare • July 11, 2024