… Google never really believed in raw infrastructure clouds. The original cloud services from Google – Compute Engine and App Engine – abstracted all of that infrastructure away to make infrastructure easier, invisible. …
… As we have pointed out many times, all Google would have to do is a bookkeeping trick, calling all infrastructure Google Cloud and having its search, ads, and video businesses pay it for services and it would be the largest cloud in the world. …
… The overall Microsoft Cloud business – which means the Azure infrastructure plus any cloud subscription for any of the company’s software as opposed to perpetual licenses and tech support – broke through $50 billion for the fist time in the company’s history. …
… Dell isn’t the only IT vendor making an infrastructure push driven by AI innovation. HPE is making similar efforts with its hardware portfolio and GreenLake hybrid cloud platform, and Cisco Networks is pushing enhancements to its networking lineup. …
… It’s now “that unified control plane that delivers centralized intelligence with distributed execution across all VAST environments, from on-premises clusters to public clouds to sovereign neoclouds, and not having to deploy the full stack everywhere, but by deploying a lightweight Kubernetes opera…
… Meta Platforms is not precisely an infrastructure cloud, but as it is renting out capacity on its iron to run Llama model APIs much as OpenAI and Anthropic do with their respective GPT and Claude GenAI models, it is becoming a GenAI platform cloud for various kinds of sovereigns – and is seeking th… …
… One of the key areas for Nvidia is developing and making available open source advanced AI foundation and physical AI models that run on its infrastructure, a move that comes as the AI industry shifts its emphasis from model training to inferencing . …
… Cisco will work with the AI Infrastructure Partnership , which includes Microsoft, Nvidia, xAI, and others. Last month, Google said that starting next quarter, Gemini will become available on Google Distributed Cloud, which will allow enterprises to run the AI tool on premises . …
… You can see why all of the hyperscalers and cloud builders want their own CPUs and XPUs – including Meta Platforms, which is also rumored to be working on a deal to rent TPU capacity from the search giant and eventually get its hands on its own TPUs for its own systems . …
… We saw the 192-core “Polaris” AmpereOne M chips, which started shipping in Q4 2024, appearing in instances on Oracle Cloud Infrastructure , and that was about it. …