Hardware & Infrastructure: Page 2
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Oracle cements multicloud integration with AWS, Google alliances
Oracle deployed data services running on OCI servers in AWS and Google Cloud data centers, the company announced Monday.
By Matt Ashare • Sept. 9, 2024 -
VMware raises Broadcom’s software profile, but chips remain core business
The company expects networking and semiconductor hardware demand to drive AI revenues to $12 billion this year, Broadcom CEO Hock Tan said.
By Matt Ashare • Sept. 6, 2024 -
Nvidia sustains triple-digit revenue growth amid AI building boom
“Data centers worldwide are in full steam to modernize the entire computing stack,” Nvidia President and CEO Jensen Huang said Wednesday.
By Matt Ashare • Aug. 29, 2024 -
VMware vows to ‘virtualize the entire data center’ with bigger bundle
The company rolled out its second post-Broadcom private cloud solution Tuesday, touting lower overall cost and security improvements.
By Matt Ashare • Aug. 27, 2024 -
IBM accelerates hybrid AI with high-capacity mainframe chips
The processors enable on-prem systems to run multiple models in ensemble configurations to improve performance and accuracy, the company said.
By Matt Ashare • Aug. 26, 2024 -
AWS expands global cloud empire with new Asia Pacific region
The hyperscaler will invest $6.2 billion to operate three availability zones in Malaysia. Microsoft and Google are building data centers in the country, too.
By Matt Ashare • Aug. 22, 2024 -
Cloud, AI workload surge pushes data center vacancies to historic lows
Building activity hit a record high during the first half of the year but power shortages elongated construction timelines, according to CBRE research.
By Matt Ashare • Updated Aug. 27, 2024 -
AMD to acquire ZT Systems for $4.9B as GPU race heats up
The move will bring an army of 1,000 cloud data center engineers into the chipmaker’s fight to challenge Nvidia’s AI infrastructure dominance.
By Matt Ashare • Aug. 19, 2024 -
Hyperscalers gain decisive control of enterprise compute
Public cloud infrastructure eclipsed on-premise capacity as the number of massive commercial data centers topped 1,000, according to Synergy Research Group analysis.
By Matt Ashare • Aug. 12, 2024 -
Big tech banks on AI boom as infrastructure spending heads for trillion-dollar mark
“While we're investing a significant amount in the AI space and in infrastructure, we would like to have more capacity than we already have today,” Amazon CEO Andy Jassy said.
By Matt Ashare • Aug. 5, 2024 -
AWS retains heavyweight title in cloud infrastructure
Despite the steady advance of Microsoft Azure, Amazon’s massive cloud division captured nearly 40% of the IaaS market last year, Gartner said.
By Matt Ashare • Aug. 1, 2024 -
Microsoft spends billions on infrastructure to relieve Azure capacity constraints
The hyperscaler is working with third-party data centers to satisfy AI demand, CFO Amy Hood said Tuesday.
By Matt Ashare • July 31, 2024 -
AI consumption to drive enterprise cloud spending spree
The research firm expects rapid advancement in AI technologies to double the market’s size by 2028.
By Matt Ashare • July 30, 2024 -
IBM sees software sales soar as tech spend stabilizes
The acquisition of Apptio and Software AG’s StreamSets and webMethods hybrid cloud solutions helped drive the gains, CFO James Kavanaugh said Thursday.
By Matt Ashare • July 25, 2024 -
As IT costs mount, CIOs want hybrid cloud with better connectivity
Colocation data centers bridge the gap between cloud and on-prem but bring interoperability challenges, according to a CoreSite report.
By Matt Ashare • July 19, 2024 -
Data center building boom fuels global IT spend growth
As hyperscalers pour billions into infrastructure, enterprises are investing in generative AI capabilities, driving up tech spending across categories.
By Matt Ashare • July 17, 2024 -
Aging devices, not AI PCs, drive PC shipment uptick
As next year’s Windows 10 support cliff approaches, companies are ramping up to a massive device refresh cycle, according to Gartner research.
By Matt Ashare • July 11, 2024 -
Data center crunch drives up rental costs as vacancy rates plummet
In the shadow of resource-hungry hyperscaler infrastructure projects, private data center space is getting hard to come by in congested cloud regions.
By Matt Ashare • July 8, 2024 -
AWS flexes data center muscles as AI workloads increase cloud use
The battle for AI workloads is intensifying and, to keep its lead, Amazon's cloud division is investing more than $50 billion in U.S. infrastructure.
By Matt Ashare • June 26, 2024 -
VMware doubles down on private cloud, pushes back against post-Broadcom flak
After a portfolio reassessment, the software company narrowed its focus to “the minimal critical products” confined to a “single, consistent platform,” VMware VP Prashanth Shenoy said.
By Matt Ashare • June 25, 2024 -
Broadcom trims VMware portfolio to 4 core products, plans $1B spending cut
The company is making progress in shifting VMware's product line to a subscription-based model, Broadcom President and CEO Hock Tan said Wednesday.
By Matt Ashare • June 13, 2024 -
Oracle inks Google alliance in push toward multicloud future
The technology company also extended its Microsoft partnership to provide OpenAI with infrastructure services, Oracle CEO Safra Catz said during a Tuesday earnings call.
By Matt Ashare • June 12, 2024 -
How much does unplanned IT downtime really cost?
Shutdown digital systems can take a bite out of revenue, but regulatory fines can hit, too, according to a Splunk report released Tuesday.
By Matt Ashare • June 11, 2024 -
Deep Dive
Microsoft, playing the long game, invests billions globally to expand Azure empire
“The pressure is on — this is no longer the experimental phase of the cloud,” Alistair Speirs, director of Azure global infrastructure, said.
By Matt Ashare • June 10, 2024 -
IT leaders chafe as VMware costs skyrocket under Broadcom
The acquisition triggered “major changes to VMware strategy, product, pricing, licensing and sales,” Gartner analyst Andrew Lerner said. “It’s a lot for customers to take on."
By Matt Ashare • Updated June 10, 2024