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

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

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

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

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

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

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

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

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

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

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