Hardware & Infrastructure: Page 4

  • Commerce Secretary Howard Lutnick speaks during a cabinet meeting at the White House on March 24, 2025.
    Image attribution tooltip
    Win McNamee via Getty Images
    Image attribution tooltip

    US launches probe into semiconductor imports

    The federal investigation comes ahead of anticipated tariffs on the industry.

    By Philip Neuffer • April 15, 2025
  • Nvidia CEO Jensen Huang delivers the keynote address during the Nvidia GTC 2025 at SAP Center on March 18, 2025 in San Jose, California.
    Image attribution tooltip
    Justin Sullivan / Staff via Getty Images
    Image attribution tooltip

    Nvidia vows to invest up to $500B in US chip manufacturing

    “The engines of the world’s AI infrastructure are being built in the United States for the first time,” company founder and CEO Jensen Huang said Monday.

    By Matt Ashare • April 15, 2025
  • Three laptops are stacked atop one another.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Tariff threats spark surge in PC shipments

    As vendors raced to stockpile U.S. inventory, end-users remained cautious during the first quarter of the year, Gartner's Rishi Padhi said.

    By Matt Ashare • April 14, 2025
  • In an aerial view, an AWS data center is shown situated near single-family homes on July 17, 2024, in Stone Ridge, Virginia.
    Image attribution tooltip
    Nathan Howard / Stringer via Getty Images
    Image attribution tooltip

    Massive cloud revenues drive hyperscaler building boom

    Digital services revenues grew 13% in 2024, as cloud, SaaS and AI platform consumption fueled data center investments, according to Synergy Research Group.

    By Matt Ashare • April 11, 2025
  • President Donald Trump delivers remarks during a Cabinet meeting at the White House on April 10, 2025 in Washington, DC.
    Image attribution tooltip
    Anna Moneymaker / Staff via Getty Images
    Image attribution tooltip

    How Trump’s tariff regime is cutting into IT budgets

    “The uncertainty level is already creating fertile ground for cutbacks,” IDC’s Stephen Minton said, hours before the White House announced a 90-day pause.

    By Matt Ashare • April 10, 2025
  • An IBM engineer tests components on IBM’s new z17 mainframe at a lab in Poughkeepsie, NY.
    Image attribution tooltip
    Permission granted by IBM
    Image attribution tooltip

    IBM powers up AI-ready z17 mainframe

    The product line, designed to handle AI workloads, will begin shipping this summer.

    By Matt Ashare • April 8, 2025
  • A pen rests atop of a printed page that show charts and graphs depicting spending amounts.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    CIOs grapple with cloud cost paradox

    Enterprises spend more than anticipated on the technology yet still report saving money, according to an Azul report.

    By Matt Ashare • April 1, 2025
  • The Kyndryl logo pictured inside the IT infrastructure services provider's headquarters in New York.
    Image attribution tooltip
    Permission granted by Kyndryl
    Image attribution tooltip

    Kyndryl fires up Google Cloud analytics, AI to drive mainframe modernization

    The partnership will help enterprises translate COBOL code to Java and migrate on-prem applications to cloud environments.

    By Matt Ashare • March 27, 2025
  • Rear aerial view of of a data center being constructed in Ashburn, VA
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Cloud data centers get bigger, denser amid AI building boom

    AWS, Microsoft and Google accounted for 59% of all hyperscale compute capacity as the number of large facilities grew to more than 1,100 last year, Synergy Research Group said.

    By Matt Ashare • March 21, 2025
  • Nvidia CEO Jensen Huang delivers the keynote address during the Nvidia GTC 2025 at SAP Center on March 18, 2025 in San Jose, California.
    Image attribution tooltip
    Justin Sullivan / Staff via Getty Images
    Image attribution tooltip

    Nvidia mobilizes IT partners to spread the AI gospel

    The GPU giant expanded its alliances with Accenture, IBM, Oracle and other key technology providers at the annual GTC conference this week.

    By Matt Ashare • March 20, 2025
  • An automated robotic arm is gripping a computer microship inside of a circuit board factory.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Data center investments surged to $455B last year: report

    Dell’Oro Group expects compute demand to drive a 30% increase in cloud infrastructure capital expenditures in 2025.

    By Matt Ashare • March 20, 2025
  • Oracle co-founder Larry Ellison delivers the keynote address during the annual Oracle OpenWorld conference on September 30, 2014 in San Francisco, California.
    Image attribution tooltip
    Kimberly White / Stringer via Getty Images
    Image attribution tooltip

    Oracle pours $5B into UK cloud expansion

    The investment will help the company build its global compute capacity and support AI development.

    By Matt Ashare • March 17, 2025
  • A sign is posted in front of a Broadcom office on December 12, 2024 in San Jose, California.
    Image attribution tooltip
    Justin Sullivan / Staff via Getty Images
    Image attribution tooltip

    Broadcom sees software segment soar on the back of private cloud adoption

    The chipmaker also added four hyperscale customers to its booming hardware business, CEO Hock Tan said Thursday.

    By Matt Ashare • March 7, 2025
  • Nvidia President and CEO Jensen Huang speaks about the future of artificial intelligence and its effect on energy consumption and production at the Bipartisan Policy Center on Sept. 27, 2024 in Washington, DC.
    Image attribution tooltip
    Chip Somodevilla / Staff via Getty Images
    Image attribution tooltip

    Nvidia eyes everyday AI to sustain rapid revenue growth

    The chipmaker saw quarterly revenues nearly double year over year to almost $40 billion as it ramped up production of the Blackwell GPU family.

    By Matt Ashare • Feb. 27, 2025
  • In an aerial view, an Amazon Web Services data center is shown situated near single-family homes on July 17, 2024 in Stone Ridge, Virginia.
    Image attribution tooltip
    Nathan Howard / Stringer via Getty Images
    Image attribution tooltip

    Data center vacancies hit historic lows despite capacity buildouts

    Rental rates in Northern Virginia, Atlanta and other key markets increased 12.6% during the last half of 2024, according to CBRE research.

    By Matt Ashare • Feb. 26, 2025
  • Exterior view of Akamai headquarters building in Cambridge, Massachusetts on June 29, 2022.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Akamai chases billions in revenue as cloud business expands

    The company grew its distributed network to 41 locations in 36 cities globally last year and plans to add container services to its platform, CEO Tom Leighton said Thursday.

    By Matt Ashare • Feb. 21, 2025
  • Stacks of $100 Dollar bills increasing in size from left to right are pictured.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Global tech spend to approach $5 trillion this year: Forrester

    The U.S. market is expected to exceed $2 trillion for the first time, with financial services and insurance leading the charge, the analyst firm said.

    By Matt Ashare • Feb. 20, 2025
  • Nvidia CEO Jensen Huang displays the company's latest AI-optimized hardware at the Nvidia GTC Artificial Intelligence Conference at SAP Center on March 18, 2024 in San Jose, California.
    Image attribution tooltip
    Justin Sullivan / Staff via Getty Images
    Image attribution tooltip

    AI hardware spending soared last year, thanks to cloud

    Hyperscalers and digital service providers will push global AI infrastructure spending past $200 billion by 2028, according to IDC.

    By Matt Ashare • Feb. 19, 2025
  • An Amazon Web Services data center is shown on July 17, 2024 in Stone Ridge, Virginia.
    Image attribution tooltip
    Nathan Howard / Stringer via Getty Images
    Image attribution tooltip

    AI drives up compute costs as cloud inflation slows

    Competition among hyperscalers AWS, Microsoft and Google has given CIOs an opening to lock in lower infrastructure service rates.

    By Matt Ashare • Feb. 18, 2025
  • An Amazon cloud data center under construction in Aldie, Virginia on Feb. 10, 2024.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Generative AI fueled $60B boost in enterprise cloud spend last year

    “The technology might be expensive, but it is creating new services that are bringing in tens of billions of dollars for the cloud providers,” Synergy Research Group Chief Analyst John Dinsdale said.

    By Matt Ashare • Feb. 10, 2025
  • Amazon CEO Andy Jassy speaks during a keynote address at AWS re:Invent 2024, a conference hosted by Amazon Web Services, at The Venetian Las Vegas on December 3, 2024 in Las Vegas, Nevada.
    Image attribution tooltip
    Noah Berger / Stringer via Getty Images
    Image attribution tooltip

    Amazon to boost AWS capacity with $100B investment

    The company will keep fueling infrastructure spend to support AI and cloud, amid what CEO Andy Jassy described as a “once-in-a-lifetime” opportunity.

    By Matt Ashare • Feb. 7, 2025
  • Google Cloud logo is seen on a building in Chicago, Illinois on March 29, 2022.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Google plans $75B investment to build out cloud AI capacity

    The majority of the spending will target technical infrastructure, including servers and data centers, CFO Anat Ashkenazi said Tuesday.

    By Matt Ashare • Feb. 5, 2025
  • Server racks in a server room of a cloud data center are pictured.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Enterprises lean on container solutions to deploy generative AI

    The move to scale use cases revealed limitations in existing IT infrastructure, a Nutanix report found.

    By Matt Ashare • Feb. 5, 2025
  • Nvidia CEO Jensen Huang delivers a keynote address during the Nvidia GTC Artificial Intelligence Conference at SAP Center on March 18, 2024 in San Jose, California.
    Image attribution tooltip
    Justin Sullivan / Staff via Getty Images
    Image attribution tooltip

    Data center spend on chips nearly doubled last year: Gartner

    Despite the banner year for semiconductors, downstream effects of Trump tariffs on the industry remain unclear.

    By Matt Ashare • Feb. 3, 2025
  • IBM headquarters located in downtown San Francisco is pictured on Aug. 21, 2019.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    IBM gears up to roll out AI-ready mainframe midyear

    “We see more opportunities ahead as our infrastructure solutions play a crucial role in helping clients bring AI workloads closer to their data,” IBM Chairman and CEO Arvind Krishna said Wednesday.

    By Matt Ashare • Jan. 31, 2025