Oracle trumpets $6M private data center amid AI spending blitz

The company added $10 billion to its capital investment plans for the fiscal year, reaching $35 billion, CEO Safra Catz said Tuesday.

By Matt Ashare • Sept. 10, 2025

HP sees earlier than expected spike in AI PC shipments

“We see CIOs making that decision to refresh their installed base with AI PCs because they don't want to be outdated in a year or two,” CFO Karen Parkhill said Monday.

By Matt Ashare • Sept. 9, 2025

Broadcom enters ‘second phase’ of VMware consolidation

The company converted its largest customers to subscription software bundles. Now it wants to help them find value in private cloud.

By Matt Ashare • Sept. 5, 2025

Dell, HPE reap revenue gains from AI server demand surge

“We have shipped more AI servers in the first half of this year than all of last,” Dell COO Jeff Clarke said during an earnings call last week.

By Matt Ashare • Sept. 4, 2025

Nvidia CEO praises open-source AI as enterprises deploy GPU servers

“Open-source models are opening up large enterprises, SaaS companies, industrial companies, robotics companies to now join the AI revolution,” Jensen Huang said.

By Matt Ashare • Aug. 28, 2025

Data center vacancies plummet amid power supply constraints

Colocation vacancy rates in North America dropped to an historic low during the first half of the year, according to JLL.

By Matt Ashare • Aug. 18, 2025

Cisco banks on hardware refresh as AI boosts enterprise segment

The company expects network traffic to reach “unprecedented levels” as agentic AI and inferencing workloads proliferate, Cisco CEO Chuck Robbins said Wednesday.

By Matt Ashare • Aug. 14, 2025

Cloud’s big 3 continue to rule infrastructure services

AWS, Microsoft Azure and Google Cloud commanded more than 70% of global IaaS spend in 2024, according to Gartner.

By Matt Ashare • Aug. 11, 2025

Trump plans 100% tariffs for semiconductor imports

Chips are one of several product types currently under Section 232 investigation by the White House, a frequent precursor to duties.

By Philip Neuffer • Aug. 7, 2025

The humble printer highlights overlooked security flaws

“You cannot ignore the print infrastructure and expect that malicious bad actors are going to ignore it as well,” HP Chief Technologist for Security Research and Innovation Boris Balacheff said.

By Matt Ashare • Aug. 7, 2025

Amazon leans on AWS’ size, security as Q2 cloud market nears $100B

“We have a meaningfully larger business in the AWS segment than others,” CEO Andy Jassy said during the company’s Q2 2025 earnings call Thursday.

By Matt Ashare • Aug. 1, 2025

Intel gets a boost from AI-enabled PCs as its foundries flounder

The storied chipmaker cut management layers by half and plans to reduce its overall workforce by 15% amid a broader austerity push.

By Matt Ashare • July 28, 2025

Google Cloud jacks up CapEx to build more cloud

The hyperscaler boosted its AI infrastructure investment plan for the year by 13% to $85 billion, executives said during a Wednesday earnings call.

By Matt Ashare • July 24, 2025

OpenAI, Oracle launch Stargate data center capacity expansion

The 4.5 gigawatt commitment will create more than 100,000 construction and operations roles in the U.S., according to a Tuesday announcement.

By Lindsey Wilkinson • July 22, 2025

Google Cloud pours more than $25B into domestic AI infrastructure

The investment will expand the hyperscaler’s data center footprint across the largest U.S. power grid in the next two years.

By Matt Ashare • July 15, 2025

Global IT spend keeps growing despite trade war concerns

Gartner expects AI infrastructure buildouts will drive a nearly 8% spike in technology investments this year, the analyst firm said Tuesday.

By Matt Ashare • July 15, 2025

US PC shipments fall flat in Q2 amid tariff worries

After a spike in Q1 shipments, tariff concerns crimped market growth for the top computer makers, according to an IDC report.

By Roberto Torres • July 9, 2025

Server sales surged in Q1, driven by GPU demand

The market more than doubled during the first three months of the year, marking the highest quarterly growth rate in 28 years.

By Matt Ashare • July 1, 2025

Hyperscaler buildouts eclipse enterprise data center expansions

Only a little more than one-third of compute capacity remains on premises despite a recent boost from GPU installs, Synergy Research Group found.

By Matt Ashare • June 26, 2025

Data center vacancy rates hit record low

As AI adoption ramped up, colocation facility rental rates rose precipitously during the first three months of the year, according to CBRE research.

By Matt Ashare • June 26, 2025

Data center spending soared amid rising GPU demand in Q1

AI infrastructure buildouts drove a 53% increase in capital expenditures, despite some project cancellations and tariff concerns, Dell’Oro Group said.

By Matt Ashare • June 20, 2025

Texas Instruments commits $60B to domestic chip manufacturing

New plants in Texas and Utah will produce foundational semiconductors for Apple, Ford and Nvidia, the nearly 100-year-old tech company said Wednesday.

By Matt Ashare • June 18, 2025

Oracle waves off cloud customers as its data center investments balloon

“We are putting out as much capacity as we possibly can,” CEO Safra Catz said during a Wednesday earnings call.

By Matt Ashare • June 12, 2025

Cisco fortifies enterprise networking gear to support AI workloads

The company is aiming to help enterprises bolster security and resilience as they power up compute-intensive AI workloads.

By Matt Ashare • June 11, 2025

HPE gains enterprise traction with private cloud, AI-powered servers

One-third of the company’s AI orders were driven by enterprise-based GPU server purchases, executives said Tuesday.

By Matt Ashare • June 4, 2025