Hardware & Infrastructure
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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 -
IBM gears up to roll out AI-ready mainframe midyear
“We see more opportunities ahead as our infrastructure solutions play a crucial role in helping clients bring AI workloads closer to their data,” IBM Chairman and CEO Arvind Krishna said Wednesday.
By Matt Ashare • Jan. 31, 2025 -
Microsoft races to bring more cloud capacity online
Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.
By Matt Ashare • Jan. 30, 2025 -
How JPMorgan Chase’s infrastructure chief keeps the AI engine humming
The bank is sourcing compute resources five to 10 years out, said Darrin Alves, CIO of infrastructure platforms.
By Matt Ashare • Jan. 30, 2025 -
Opinion
5 tips to avoid IT modernization failure
Most modernization efforts flounder, fail or miss their ROI targets — often taking twice as long and costing twice as much, Kyndryl's Petra Goude writes.
By Petra Goude • Jan. 27, 2025 -
CIOs brace for price hikes this year as IT budgets grow
Gartner expects global tech spend to increase nearly 10% globally to more than $5.6 trillion in 2025, due largely to generative AI hardware upgrades.
By Matt Ashare • Jan. 21, 2025 -
PC shipments saw sluggish growth in 2024 despite AI hype
IT leaders leveraged cloud for AI and took a wait-and-see approach to investing in souped up AI PCs, according to Gartner.
By Matt Ashare • Jan. 17, 2025 -
Is private cloud having a moment?
Faced with mounting hyperscaler bills, proliferating data and compute-hungry generative AI, enterprises are weighing alternatives to public cloud.
By Matt Ashare • Updated Jan. 16, 2025 -
IT teams plan to double down on hybrid cloud
Instead of updating existing infrastructure, enterprises are designing entirely new strategies, Rackspace’s Srini Koushik said.
By Matt Ashare • Jan. 15, 2025