Hardware & Infrastructure
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Google Cloud revenue soars as AI drives billions in infrastructure spend
The tech giant reported $9.6 billion in cloud segment revenue on the quarter, a 28% increase year over year.
By Matt Ashare • April 26, 2024 -
IBM deepens multicloud solution portfolio with $6.4B HashiCorp acquisition
“CIOs and developers are up against dramatic complexity in their tech strategies,” IBM Chairman and CEO Arvind Krishna said Wednesday.
By Matt Ashare • April 25, 2024 -
AI is a power-hungry beast: Who’s responsible for taming its energy appetite?
Sourcing the power to feed large language models is a growing concern as AWS, Microsoft and Google Cloud embark on a data center building boom.
By Matt Ashare • April 22, 2024 -
Gartner spots data center ‘gold rush’ as global IT spend forecast hits new high
IT service providers are investing heavily in semiconductors and servers to support large-scale projects and provide infrastructure support for AI's capacity demands.
By Matt Ashare • April 17, 2024 -
As mainframes turn 60, skill gaps threaten the enterprise workhorse
“Great technology doesn't really go away — it finds the niche that it was made for,” Forrester Senior Analyst Brent Ellis said.
By Matt Ashare • Updated April 12, 2024 -
Hyperscaler data center expansions ignite AI server market boom
As LLM technologies proliferated, GPUs surpassed CPUs in revenue for the first time last year, according to Dell’Oro research.
By Matt Ashare • March 28, 2024 -
Nvidia lures all 4 major cloud hyperscalers with Blackwell ‘superchip’
AWS, Microsoft, Google Cloud and Oracle will embed the chipmaker’s new GPU processors, which experts say is critical for AI infrastructure
By Matt Ashare • March 20, 2024 -
Microsoft joins AWS, Google Cloud on path to free data egress
Azure is the latest platform to lower the cost of switching cloud vendors.
By Matt Ashare • March 14, 2024 -
Oracle surpasses major cloud threshold, pours $10B into data center expansions
“This quarter marks the first time our total cloud revenue is more than our total license support revenue," CEO Safra Catz said. "We have crossed over."
By Matt Ashare • March 12, 2024 -
Costs, not security, worry enterprise leaders most as cloud estates multiply
Optimizing spend surpassed security among enterprise concerns, Flexera’s annual survey found.
By Matt Ashare • March 12, 2024 -
Nvidia, HP give data science a GPU boost
The two tech companies will infuse enterprise AI workstations with GPU-powered data processing and model building software.
By Matt Ashare • March 8, 2024 -
Legacy tech is still popping up as a cost-control barrier
Flagging infrastructure blocks companies from quickly adapting to shifting business conditions, a Deloitte report found.
By Roberto Torres • March 5, 2024 -
Dell says on-prem is the future of AI
“AI tracks to where the data is created, which is on-prem or out at the edge of the network," said COO Jeff Clarke.
By Matt Ashare • March 1, 2024 -
Kubernetes cloud costs spike as overprovisioning persists
Despite optimization efforts, enterprises regularly buy more compute than needed to run containerized workloads, according to a Cast AI analysis.
By Matt Ashare • Feb. 28, 2024 -
Nvidia ramps up GPU production to fuel AI data center revolution
The chipmaker expects demand to outpace supply through the year. “We’ll do our best,” CEO Jensen Huang said Wednesday.
By Matt Ashare • Feb. 22, 2024 -
Why enterprises neglect billions in cloud savings
ProsperOps analyzed $1.5 billion in AWS compute spend and found that most organizations fail to take advantage of built-in discounts.
By Matt Ashare • Feb. 20, 2024 -
Nvidia pilots Chat with RTX demo in conversational AI push
The company aims to entice security-conscious enterprises by processing sensitive data without sharing it with a third party.
By Lindsey Wilkinson • Feb. 13, 2024 -
Mainframes solidify hold on core enterprise systems
On-premises compute survived the rush to cloud and isn’t going away any time soon, according to Advanced.
By Matt Ashare • Feb. 12, 2024 -
AI-enabled PCs to infiltrate enterprise IT this year
Laptops and desktops with enhanced processing power will account for nearly one-quarter of shipments in 2024, as manufacturers ramp up production.
By Matt Ashare • Feb. 9, 2024 -
EY, Dell tackle industry-tailored edge computing
The two companies launched an initiative to create industry-specific capabilities through integrations of the EY.ai and Dell NativeEdge software platforms.
By Matt Ashare • Feb. 7, 2024 -
Enterprise cloud spend jumped in Q4, nudged upward by AI
The power balance among AWS, Microsoft and Google Cloud shifted slightly as infrastructure services saw the largest ever quarter-over-quarter market expansion recorded by Synergy Research Group.
By Matt Ashare • Feb. 5, 2024 -
AWS expands cloud footprint, extends useful life of servers
Amazon saw cloud segment revenue grow to more than $90 billion in 2023, as customers began easing cost optimization efforts.
By Matt Ashare • Feb. 2, 2024 -
Microsoft, Google build out cloud capacity as AI powers consumption
Both hyperscalers expect to increase data center infrastructure investments this year to meet growing customer demand for AI computing.
By Matt Ashare • Jan. 31, 2024 -
IBM leans hard on consulting, governance to drive AI business
“Just as we quickly ramped a meaningful practice around Red Hat to address the hybrid cloud opportunity, we are on a similar trajectory with generative AI,” CEO Arvind Krishna said.
By Matt Ashare • Jan. 25, 2024 -
IT teams grapple with AI data complexity
Skills gaps, compliance issues and siloed data slow enterprise modernization as generative AI adoption puts infrastructure to the test.
By Matt Ashare • Jan. 23, 2024