Economic and technical forces have a kind of momentum that keeps them growing even as any new technology goes through its inevitable hype cycle from innovation to inflated expectations to disillusionment to deployment into productivity. …
The market for cloud infrastructure is now so large that it is very difficult for it to change drastically. …
The third quarter earnings season starts this week for the hyperscaler and cloud giants, and it is fortuitous that the economists and IT analysts at Gartner have updated their forecast for IT spending for 2024 and added an jaw-dropping forecast for 2025 and hinted at a brave new world of massive datacenter spending out to 2028. …
Everybody knows that companies, particularly hyperscalers and cloud builders but now increasingly enterprises hoping to leverage generative AI, are spending giant round bales of money on AI accelerators and related chips to create AI training and inference clusters. …
Here is a paradox for you: Spending on infrastructure to support generative AI is apparently booming, as clearly evidenced by the skyrocketing revenues and profits of Nvidia. …
Change may be inevitable, but it is also a pain in the neck. …
Data changes behavior and behavior changes data. It is a phenomenon that is akin to the Observer Effect in physics in that you can’t observe something without changing its behavior. …
The increasing cost of goods and services is making everyone a little crazy, and corporate IT departments are not immune from the effects of the dual concerns of rising inflation and the desire by central banks to use interest rates to curb our economic enthusiasm and slow that inflation to a much more sane level. …
We have always been convinced, and remain so, that there is no way that the largest organizations in the world will move their computing to one of the big cloud builders. …
By every measure we can get our hands on, 2022 was a bumper year for server shipments and server spending, which is good indicator for the appetite for new kinds of applications and the expansion of existing applications in the world at large. …
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