The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
…It doesn’t have to build expensive datacenters or buy GPUs, so it can actually hang onto its cash hoard and make strategic acquisitions as it sees fit, and spend some of…
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Microsoft Committed To Doubling AI Infrastructure In Two Years
…Speaking of which, Microsoft spent $31.9 billion on capital expenses in the March quarter, and exited the thirteen weeks with $78.27 billion in the bank so it can keep spending…
Microsoft: Getting Margins From AI Means Sometimes Saying No
…Getting Margins From AI Means Sometimes Saying No Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 billion…
An Easy Route To AI-Enhanced Productivity
…Delivering what it describes as enterprise-grade security and privacy, Google bills Gemini for Google Workspace as a powerful collaborative partner that can act as a “coach, source of inspiration, and productivity…
IBM Buys HashiCorp To Control The Alternative To Red Hat Kubernetes
…Both the Red Hat and Hashi stacks are based on open source tools, so it will be hard to argue, on antitrust grounds, that IBM is cornering the market on enterprise distributed…
Why Hyperscale Networks Have Been Decades In The Making
…Their ability to automate and rapidly scale technology enables the smooth, latency-free movement of data and workloads, which in turn, underpins the services and applications enterprises and consumers rely on. As…
We Need A Proper AI Inference Benchmark Test
COMPUTE We Need A Proper AI Inference Benchmark Test Companies are spending enormous sums of money on AI systems, and we are now at a point where there are credible alternatives to…
The Open Agentic AI World According To Nvidia
…Nvidia is the dominant player, a position that Huang intends to keep and is willing spend a lot of money to ensure. That entails not only having a hand in everything up…
Designing Chips With The Cloud And Edge In Mind
…Synergy Research Group said that global enterprise spending on cloud infrastructure services in 2021 reached $178 billion , a 37 percent year-over-year increase. “If the datacenter providers continue to deploy legacy…
We Need Servers – Lots Of Servers. . . .
…and the venerable companies peddling systems of record – IBM, the various parts of Hewlett Packard Enterprise that started out as Tandem and Digital Equipment, Sun Microsystems – are either gone or have businesses…