Cloud Archives - The Next Platform https://www.nextplatform.com/category/cloud/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Thu, 13 Feb 2025 17:39:53 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://www.nextplatform.com/wp-content/uploads/2015/04/cropped-PlatformStack-150x150.jpg Cloud Archives - The Next Platform https://www.nextplatform.com/category/cloud/ 32 32 86113652 Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments https://www.nextplatform.com/2025/02/07/amazon-will-spend-nearly-a-year-of-aws-revenue-on-ai-investments/ https://www.nextplatform.com/2025/02/07/amazon-will-spend-nearly-a-year-of-aws-revenue-on-ai-investments/#comments Fri, 07 Feb 2025 18:02:52 +0000 https://www.nextplatform.com/?p=145278 There is a bit of AI spending one-upmanship going on among the hyperscalers and cloud builders – and now the foundation model builders who are partnering with their new sugar daddies to be able to afford to build vast AI accelerator estates to push the state of the art in model capabilities and intelligence.

Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments was written by Timothy Prickett Morgan at The Next Platform.

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Skepticism About AI Use Does Not Yet Negate The Appetite For AI Hardware https://www.nextplatform.com/2025/02/05/skepticism-about-ai-use-does-not-yet-negate-the-appetite-for-ai-hardware/ https://www.nextplatform.com/2025/02/05/skepticism-about-ai-use-does-not-yet-negate-the-appetite-for-ai-hardware/#respond Wed, 05 Feb 2025 16:07:34 +0000 https://www.nextplatform.com/?p=145265 People – and when we say “people” we mean “Wall Street” as well as individual investors – sometimes have unreasonable expectations.

Skepticism About AI Use Does Not Yet Negate The Appetite For AI Hardware was written by Timothy Prickett Morgan at The Next Platform.

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Azure Can’t Make Up For On Premises Profit Decline At Microsoft https://www.nextplatform.com/2025/01/29/azure-cant-make-up-for-on-premise-profit-decline-at-microsoft/ https://www.nextplatform.com/2025/01/29/azure-cant-make-up-for-on-premise-profit-decline-at-microsoft/#comments Thu, 30 Jan 2025 03:13:05 +0000 https://www.nextplatform.com/?p=145235 If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to figure out how to get GPU-accelerated systems, you ought to try to convince the same companies to upgrade to Windows Server 2025, which launched last November.

Azure Can’t Make Up For On Premises Profit Decline At Microsoft was written by Timothy Prickett Morgan at The Next Platform.

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Cloud Spending Forecast Trimmed For This Year And Next https://www.nextplatform.com/2024/12/19/cloud-spending-forecast-trimmed-for-this-year-and-next/ https://www.nextplatform.com/2024/12/19/cloud-spending-forecast-trimmed-for-this-year-and-next/#comments Thu, 19 Dec 2024 18:01:10 +0000 https://www.nextplatform.com/?p=145148 The market for cloud infrastructure is now so large that it is very difficult for it to change drastically.

Cloud Spending Forecast Trimmed For This Year And Next was written by Timothy Prickett Morgan at The Next Platform.

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Anthropic And OpenAI Show Why Musk Should Build A Cloud https://www.nextplatform.com/2024/11/25/anthropic-and-openai-show-why-musk-should-build-a-cloud/ https://www.nextplatform.com/2024/11/25/anthropic-and-openai-show-why-musk-should-build-a-cloud/#comments Mon, 25 Nov 2024 16:18:27 +0000 https://www.nextplatform.com/?p=145050 If Amazon is going to make you pay for the custom AI advantage that it wants to build over rivals Google and Microsoft, then it needs to have the best models possible running on its homegrown accelerators.

Anthropic And OpenAI Show Why Musk Should Build A Cloud was written by Timothy Prickett Morgan at The Next Platform.

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HPE GreenLake Platform Gets Expanded Storage And Custom KVM Hypervisor https://www.nextplatform.com/2024/11/21/hpe-greenlake-platform-gets-expanded-storage-and-custom-kvm-hypervisor/ https://www.nextplatform.com/2024/11/21/hpe-greenlake-platform-gets-expanded-storage-and-custom-kvm-hypervisor/#respond Thu, 21 Nov 2024 18:54:12 +0000 https://www.nextplatform.com/?p=145032 When Fidelma Russo looks at Hewlett Packard Enterprise’s GreenLake, she sees a rapidly expanding platform that like others is trying to keep pace not only with the growing demands of organizations that are continuing to adopt the cloud but also are looking for ways to bring in and deploy emerging AI technologies.

HPE GreenLake Platform Gets Expanded Storage And Custom KVM Hypervisor was written by Jeffrey Burt at The Next Platform.

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You Are Paying The Clouds To Build Better AI Than They Will Rent You https://www.nextplatform.com/2024/11/05/you-are-paying-the-clouds-to-build-better-ai-than-they-will-rent-you/ https://www.nextplatform.com/2024/11/05/you-are-paying-the-clouds-to-build-better-ai-than-they-will-rent-you/#comments Tue, 05 Nov 2024 16:36:52 +0000 https://www.nextplatform.com/?p=144945 Think of it as the ultimate offload model.

One of the geniuses of the cloud – perhaps the central genius – is that a big company that would have a large IT budget, perhaps on the order of hundreds of millions of dollars per year, and that has a certain amount of expertise creates a much, much larger IT organization with billions of dollars – and with AI now tens of billions of dollars – in investments and rents out the vast majority of that capacity to third parties, who essentially allow that original cloud builder to get their own IT operations for close to free.

You Are Paying The Clouds To Build Better AI Than They Will Rent You was written by Timothy Prickett Morgan at The Next Platform.

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Oracle Puts AI, Automation Between Its Cloud And the Bad Guys https://www.nextplatform.com/2024/09/13/oracle-puts-ai-automation-between-its-cloud-and-the-bad-guys/ https://www.nextplatform.com/2024/09/13/oracle-puts-ai-automation-between-its-cloud-and-the-bad-guys/#respond Fri, 13 Sep 2024 16:00:09 +0000 https://www.nextplatform.com/?p=144701 Despite a slow start several years ago, Oracle has refashioned itself into a cloud builder, rapidly expanding its Oracle Cloud Infrastructure to make it among the top second-tier providers, although still well behind the likes of Amazon Web Services, Microsoft Azure, and Google Cloud.

Oracle Puts AI, Automation Between Its Cloud And the Bad Guys was written by Jeffrey Burt at The Next Platform.

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Oracle Runs OCI Clones At Rival AWS, Google, And Azure Clouds https://www.nextplatform.com/2024/09/10/oracle-runs-oci-clones-at-rival-aws-google-and-azure-clouds/ https://www.nextplatform.com/2024/09/10/oracle-runs-oci-clones-at-rival-aws-google-and-azure-clouds/#comments Tue, 10 Sep 2024 16:02:09 +0000 https://www.nextplatform.com/?p=144675 It’s a multi-cloud world and one with a cloud infrastructure services market that is dominated by three large players.

Oracle Runs OCI Clones At Rival AWS, Google, And Azure Clouds was written by Jeffrey Burt at The Next Platform.

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The Sugar Daddy Boomerang Effect: How AI Investments Puff Up The Clouds https://www.nextplatform.com/2024/08/12/the-sugar-daddy-boomerang-effect-how-ai-investments-puff-up-the-clouds/ https://www.nextplatform.com/2024/08/12/the-sugar-daddy-boomerang-effect-how-ai-investments-puff-up-the-clouds/#comments Mon, 12 Aug 2024 18:30:52 +0000 https://www.nextplatform.com/?p=144511 Here’s a question for you: How much of the growth in cloud spending at Microsoft Azure, Amazon Web Services, and Google Cloud in the second quarter came from OpenAI and Anthropic spending money they got as investments out of the treasure chests of Microsoft, Amazon, and Google?

The Sugar Daddy Boomerang Effect: How AI Investments Puff Up The Clouds was written by Timothy Prickett Morgan at The Next Platform.

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