Hardware & Infrastructure
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Opinion
Why CIOs should prioritize IT modernization
Technology leaders must find ways to maximize productivity gains while minimizing disruption as they choose the most pressing upgrades.
By David White • April 17, 2025 -
US launches probe into semiconductor imports
The federal investigation comes ahead of anticipated tariffs on the industry.
By Philip Neuffer • April 15, 2025 -
Nvidia vows to invest up to $500B in US chip manufacturing
“The engines of the world’s AI infrastructure are being built in the United States for the first time,” company founder and CEO Jensen Huang said Monday.
By Matt Ashare • April 15, 2025 -
Tariff threats spark surge in PC shipments
As vendors raced to stockpile U.S. inventory, end-users remained cautious during the first quarter of the year, Gartner's Rishi Padhi said.
By Matt Ashare • April 14, 2025 -
Massive cloud revenues drive hyperscaler building boom
Digital services revenues grew 13% in 2024, as cloud, SaaS and AI platform consumption fueled data center investments, according to Synergy Research Group.
By Matt Ashare • April 11, 2025 -
How Trump’s tariff regime is cutting into IT budgets
“The uncertainty level is already creating fertile ground for cutbacks,” IDC’s Stephen Minton said Wednesday, hours before the White House announced a 90-day pause.
By Matt Ashare • April 10, 2025 -
IBM powers up AI-ready z17 mainframe
The product line, designed to handle AI workloads, will begin shipping this summer.
By Matt Ashare • April 8, 2025 -
CIOs grapple with cloud cost paradox
Enterprises spend more than anticipated on the technology yet still report saving money, according to an Azul report.
By Matt Ashare • April 1, 2025 -
Kyndryl fires up Google Cloud analytics, AI to drive mainframe modernization
The partnership will help enterprises translate COBOL code to Java and migrate on-prem applications to cloud environments.
By Matt Ashare • March 27, 2025 -
Cloud data centers get bigger, denser amid AI building boom
AWS, Microsoft and Google accounted for 59% of all hyperscale compute capacity as the number of large facilities grew to more than 1,100 last year, Synergy Research Group said.
By Matt Ashare • March 21, 2025 -
Nvidia mobilizes IT partners to spread the AI gospel
The GPU giant expanded its alliances with Accenture, IBM, Oracle and other key technology providers at the annual GTC conference this week.
By Matt Ashare • March 20, 2025 -
Data center investments surged to $455B last year: report
Dell’Oro Group expects compute demand to drive a 30% increase in cloud infrastructure capital expenditures in 2025.
By Matt Ashare • March 20, 2025 -
Oracle pours $5B into UK cloud expansion
The investment will help the company build its global compute capacity and support AI development.
By Matt Ashare • March 17, 2025 -
Broadcom sees software segment soar on the back of private cloud adoption
The chipmaker also added four hyperscale customers to its booming hardware business, CEO Hock Tan said Thursday.
By Matt Ashare • March 7, 2025 -
Nvidia eyes everyday AI to sustain rapid revenue growth
The chipmaker saw quarterly revenues nearly double year over year to almost $40 billion as it ramped up production of the Blackwell GPU family.
By Matt Ashare • Feb. 27, 2025 -
Data center vacancies hit historic lows despite capacity buildouts
Rental rates in Northern Virginia, Atlanta and other key markets increased 12.6% during the last half of 2024, according to CBRE research.
By Matt Ashare • Feb. 26, 2025 -
Akamai chases billions in revenue as cloud business expands
The company grew its distributed network to 41 locations in 36 cities globally last year and plans to add container services to its platform, CEO Tom Leighton said Thursday.
By Matt Ashare • Feb. 21, 2025 -
Global tech spend to approach $5 trillion this year: Forrester
The U.S. market is expected to exceed $2 trillion for the first time, with financial services and insurance leading the charge, the analyst firm said.
By Matt Ashare • Feb. 20, 2025 -
AI hardware spending soared last year, thanks to cloud
Hyperscalers and digital service providers will push global AI infrastructure spending past $200 billion by 2028, according to IDC.
By Matt Ashare • Feb. 19, 2025 -
AI drives up compute costs as cloud inflation slows
Competition among hyperscalers AWS, Microsoft and Google has given CIOs an opening to lock in lower infrastructure service rates.
By Matt Ashare • Feb. 18, 2025 -
Generative AI fueled $60B boost in enterprise cloud spend last year
“The technology might be expensive, but it is creating new services that are bringing in tens of billions of dollars for the cloud providers,” Synergy Research Group Chief Analyst John Dinsdale said.
By Matt Ashare • Feb. 10, 2025 -
Amazon to boost AWS capacity with $100B investment
The company will keep fueling infrastructure spend to support AI and cloud, amid what CEO Andy Jassy described as a “once-in-a-lifetime” opportunity.
By Matt Ashare • Feb. 7, 2025 -
Google plans $75B investment to build out cloud AI capacity
The majority of the spending will target technical infrastructure, including servers and data centers, CFO Anat Ashkenazi said Tuesday.
By Matt Ashare • Feb. 5, 2025 -
Enterprises lean on container solutions to deploy generative AI
The move to scale use cases revealed limitations in existing IT infrastructure, a Nutanix report found.
By Matt Ashare • Feb. 5, 2025 -
Data center spend on chips nearly doubled last year: Gartner
Despite the banner year for semiconductors, downstream effects of Trump tariffs on the industry remain unclear.
By Matt Ashare • Feb. 3, 2025