Hardware & Infrastructure: Page 5

  • A large AWS office building with a glass exterior is pictured in Houston, Texas on April 13, 2024.
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    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
  • Aerial picture of Microsoft Azure data center campus under construction in Leesburg, Virginia on Aug. 16, 2024.
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    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
  • A google sign is illuminated at sunset over the Fremont neighborhood on South Lake Union in Seattle, Washington on July 4, 2023.
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    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
  • Adult women in data center checking cables and whole network, server setup and programing mainframe through digital tablet.
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    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
  • The IBM Hakozaki Facility building in Tama New Town, Tokyo, Japan on Nov 20, 2023.
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    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
  • Newly redesigned $100 notes lay in stacks at the Bureau of Engraving and Printing on May 20, 2013 in Washington, DC.
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    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
  • IBM's Watson IoT Center for AI research and development in Munich, Germany.
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    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
  • A sign is posted in front of a Hewlett-Packard (HP) office on May 29, 2024 in Palo Alto, California.
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    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
  • An automated robotic arm is gripping a CPU inside of a circuit board factory.
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    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
  • A stand host explains a zEnterprise 114 high-performance mainframe at the IBM stand on the first day of the CeBIT 2012 technology trade fair on March 6, 2012 in Hanover, Germany.
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    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
  • In an aerial view, an Amazon Web Services data center is shown on July 17, 2024 in Stone Ridge, Virginia.
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    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
  • An image COBOL computer code pictured on a green-screen computer monitor.
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    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
  • VMware office in Bellevue, Washington is pictured on June 15, 2023.
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    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
  • An Amazon Web Services advertisement ad sign on the wall in underground transit platform in NYC Subway Station.
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    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
  • Image of Data Center With Multiple Rows of Fully Operational Server Racks.
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    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
  • Visitors look at an IBM z13 mainframe computer at the IBM stand at the 2015 CeBIT technology trade fair on March 16, 2015 in Hanover, Germany.
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    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 laptops are seen on display at a Best Buy store on June 02, 2023 in Austin, Texas.
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    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
  • The Amazon logo seen at Amazon campus in Palo Alto, California on February 18, 2020.
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    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 office in Lehi City, Utah, USA, June 25, 2023.
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    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
  • A sign is posted in front of a Broadcom office on June 03, 2021 in San Jose, California.
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    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 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.
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    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
  • An image of VMware office building in Bellevue, Washington
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    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 Corporation Innovation Center headquarters located in Silicon Valley.
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    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
  • An Amazon Web Services office in Houston, Texas, is pictured.
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    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
  • A construction crew works on a CloudHQ data center on July 17, 2024 in Ashburn, Virginia.
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    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