Hardware & Infrastructure

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

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

Nvidia unveils new chip as the AI processor war heats up

CEO Jensen Huang laid out a roadmap for the company’s next generation GPUs Sunday. Chipmakers AMD and Intel are racing to keep pace.

By Matt Ashare • June 3, 2024

Enterprises will go all-in on AI PCs by 2026, Gartner predicts

AI chip revenue is already on the rise ahead of the computing shift and will grow 33% year over year in 2024, according to the firm.

By Roberto Torres • May 29, 2024

Nvidia CEO promises to deliver ‘a mound of chips’ as AI development speeds ahead

Cloud providers are “consuming every single chip that’s out there,” Jensen Huang said Wednesday. “We’re racing every single day.”

By Matt Ashare • May 23, 2024

Out with the old: Why it’s time to upgrade legacy network monitoring to modern observability

The recently released EMA Network Megatrends 2024 Report highlights that the biggest challenges that network operations face are a shortage of skilled personnel, insufficient budget, and tool fragmentation.

May 13, 2024

Enterprises outsource data storage as complexity rises

An overload of operations data, ongoing business growth and expanding web analytics are pushing data estates to their limit, according to a Forrester report.

By Matt Ashare • May 10, 2024

IT services spend will reach $2 trillion by 2028: Forrester

Tepid growth this year will give way to a landslide of cloud infrastructure spending driven by AWS, Microsoft and Google Cloud, the analyst firm said.

By Matt Ashare • May 7, 2024

Retail banking turns to core modernization as cloud strategies mature

Legacy systems rife with technical debt are blocking customer service upgrades in the industry, according to IT consulting firm Endava.

By Matt Ashare • May 1, 2024

Wing: The golden path to liberating developers and platform teams

We need to create a golden path to production that includes much less friction for companies looking to build in the cloud.

April 29, 2024

Google Cloud revenue soars as AI drives billions in infrastructure spend

The tech giant reported $9.6 billion in cloud segment revenue on the quarter, a 28% increase year over year.

By Matt Ashare • April 26, 2024

IBM deepens multicloud solution portfolio with $6.4B HashiCorp acquisition

“CIOs and developers are up against dramatic complexity in their tech strategies,” IBM Chairman and CEO Arvind Krishna said Wednesday.

By Matt Ashare • April 25, 2024

AI is a power-hungry beast: Who’s responsible for taming its energy appetite?

Sourcing the power to feed large language models is a growing concern as AWS, Microsoft and Google Cloud embark on a data center building boom.

By Matt Ashare • April 22, 2024

Gartner spots data center ‘gold rush’ as global IT spend forecast hits new high

IT service providers are investing heavily in semiconductors and servers to support large-scale projects and provide infrastructure support for AI's capacity demands.

By Matt Ashare • April 17, 2024

As mainframes turn 60, skill gaps threaten the enterprise workhorse

“Great technology doesn't really go away — it finds the niche that it was made for,” Forrester Senior Analyst Brent Ellis said.

By Matt Ashare • Updated April 12, 2024

Hyperscaler data center expansions ignite AI server market boom

As LLM technologies proliferated, GPUs surpassed CPUs in revenue for the first time last year, according to Dell’Oro research.

By Matt Ashare • March 28, 2024

Nvidia lures all 4 major cloud hyperscalers with Blackwell ‘superchip’

AWS, Microsoft, Google Cloud and Oracle will embed the chipmaker’s new GPU processors, which experts say is critical for AI infrastructure

By Matt Ashare • March 20, 2024

Microsoft joins AWS, Google Cloud on path to free data egress

Azure is the latest platform to lower the cost of switching cloud vendors.

By Matt Ashare • March 14, 2024

Oracle surpasses major cloud threshold, pours $10B into data center expansions

“This quarter marks the first time our total cloud revenue is more than our total license support revenue," CEO Safra Catz said. "We have crossed over."

By Matt Ashare • March 12, 2024

Costs, not security, worry enterprise leaders most as cloud estates multiply

Optimizing spend surpassed security among enterprise concerns, Flexera’s annual survey found.

By Matt Ashare • March 12, 2024