Microsoft races to bring more cloud capacity online

Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.

By Matt Ashare • Jan. 30, 2025

How JPMorgan Chase’s infrastructure chief keeps the AI engine humming

The bank is sourcing compute resources five to 10 years out, said Darrin Alves, CIO of infrastructure platforms.

By Matt Ashare • Jan. 30, 2025

5 tips to avoid IT modernization failure

Most modernization efforts flounder, fail or miss their ROI targets — often taking twice as long and costing twice as much, Kyndryl's Petra Goude writes.

By Petra Goude • Jan. 27, 2025

CIOs brace for price hikes this year as IT budgets grow

Gartner expects global tech spend to increase nearly 10% globally to more than $5.6 trillion in 2025, due largely to generative AI hardware upgrades.

By Matt Ashare • Jan. 21, 2025

PC shipments saw sluggish growth in 2024 despite AI hype

 IT leaders leveraged cloud for AI and took a wait-and-see approach to investing in souped up AI PCs, according to Gartner.

By Matt Ashare • Jan. 17, 2025

Is private cloud having a moment?

Faced with mounting hyperscaler bills, proliferating data and compute-hungry generative AI, enterprises are weighing alternatives to public cloud.

By Matt Ashare • Updated Jan. 16, 2025

IT teams plan to double down on hybrid cloud

Instead of updating existing infrastructure, enterprises are designing entirely new strategies, Rackspace’s Srini Koushik said.

By Matt Ashare • Jan. 15, 2025

Cloud, enterprise spend on data center gear spiked in 2024

Hyperscaler investments dominated the market, but CIOs and their surrogates contributed to the spending surge, according to Synergy Research Group.

By Matt Ashare • Jan. 10, 2025

Nvidia enters the agentic AI fray with Llama Nemotron LLMs

Accenture plans to launch more than 100 industry-specific solutions using the chipmaker’s AI-powered developer tools, the companies said Monday.

By Matt Ashare • Jan. 7, 2025

Microsoft plans to pour $80B into cloud data centers

The tech giant will funnel more than half of the investments into U.S.-based facilities, Microsoft Vice Chair and President Brad Smith said Friday.

By Matt Ashare • Jan. 6, 2025

Broadcom nears total VMware integration as chip business booms

The tech giant nearly tripled its infrastructure software revenues to $21.5 billion in the year since it acquired the virtualization solution provider.

By Matt Ashare • Dec. 13, 2024

Oracle reaps benefits of infrastructure investments as AI usage spikes

The company saw quarterly cloud revenues near $6 billion, driven in part by a major year-over-year increase in GPU consumption.

By Matt Ashare • Dec. 10, 2024

How CIOs can prepare for Trump’s tariffs plan

The president-elect has proposed tariffs on imported goods, stoking concerns about higher costs for electronics.

By Jen A. Miller • Dec. 10, 2024

Big tech on track to pour more than $180B into data centers this year

Amazon, Google and Microsoft accounted for more than three-quarters of infrastructure capital expenditures in Q3 2024, according to Dell’Oro Group.

By Matt Ashare • Nov. 26, 2024

VMware’s first contentious year under Broadcom drives customers to weigh other options

The chipmaker consolidated the ubiquitous virtualization product suite into one big private cloud platform, leaving customers with a difficult business decision.

By Matt Ashare • Nov. 26, 2024

Broadcom, AT&T reach settlement in VMware legal dispute

The two companies informed the New York State Supreme Court of the agreement Thursday and were granted time to finalize details.

By Matt Ashare • Nov. 22, 2024

Nvidia nearly doubles quarterly revenues as AI gold rush continues

The chipmaker also saw net income rise by more than 100% despite supply chain constraints.

By Matt Ashare • Nov. 21, 2024

Microsoft, Oracle to add 24 regions to multicloud alliance

The two providers have opened nine Oracle Database@Azure locations since 2023.

By Matt Ashare • Updated Nov. 21, 2024

Federal watchdog flags restrictive licensing practices in cloud

The U.S. Government Accountability Office uncovered vendor management processes across several federal agencies that led to cost overruns.

By Matt Ashare • Nov. 14, 2024

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