Software giant Oracle has a vast installed base of enterprise customers that it has agglomerated over the decades that gives it the cash flow to do many things. …
Oracle’s Financing Primes The OpenAI Pump was written by Timothy Prickett Morgan at The Next Platform.
The market researchers at Gartner have extended their forecast out to 2027 and dropped 2024 from the view since it is now more than a year past. …
Gartner Takes Another Stab At Forecasting AI Spending was written by Timothy Prickett Morgan at The Next Platform.
Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in 2026. …
Microsoft Is More Dependent On OpenAI Than The Converse was written by Timothy Prickett Morgan at The Next Platform.
If you want to know the state of the art in GenAI model development, you watch what the Super 8 hyperscalers and cloud builders are doing and you also keep an eye on the major model builders outside of these companies – mainly, OpenAI, Anthropic, and xAI as well as a few players in China like DeepSeek. …
Big Blue Poised To Peddle Lots Of On Premises GenAI was written by Timothy Prickett Morgan at The Next Platform.
Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to OpenAI as it builds its latest GPT models. …
Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines was written by Timothy Prickett Morgan at The Next Platform.
With the hyperscalers and the cloud builders all working on their own CPU and AI XPU designs, it is no wonder that Nvidia has been championing the neoclouds that can’t afford to try to be everything to everyone – this is the very definition of enterprise computing – and that, frankly, are having trouble coming up with the trillions of dollars to cover the 150 gigawatts to more than 200 gigawatts of datacenter capacity that is estimated to be on the books between 2025 and 2030 for AI workloads. …
Nvidia’s $2 Billion Investment In CoreWeave Is A Drop In A $250 Billion Bucket was written by Timothy Prickett Morgan at The Next Platform.
Amid the myriad discussions about AI – from the astounding amount of money being spent by vendors and enterprises and the debate about actual ROI those businesses are getting to the technology’s effect on cybersecurity, jobs, and the fear of disinformation and resulting distrust – it’s easy to forget its usefulness in particular industries. …
Nvidia Takes The Open Road In AI Weather Forecasting was written by Jeffrey Burt at The Next Platform.
SPONSORED Your phone buzzes at 2 AM. The website is down. …
AI Is Coming To Solve Your System Outages was written by Timothy Prickett Morgan at The Next Platform.
Intel has been pushing its two-core server CPU strategy for so long, in one form or another, that we have become accustomed to differentiating products the way Intel does and then try to figure out what workloads these chips might be useful for. …
Intel Is Still Struggling In The Datacenter, But It Could Get Better was written by Timothy Prickett Morgan at The Next Platform.
Meta Platforms is not happy just being the social network for the world anymore. …
Meta Platforms Metamorphizing Into An AI Cloud For Sovereigns was written by Timothy Prickett Morgan at The Next Platform.