Enterprises are beginning to leverage data centers for generative AI workloads, but it's more of a progression in conjunction with hybrid cloud deployments.
Amazon Web Services' sales growth in the second quarter accelerated to 19% amid a mixed quarter for Amazon overall.
Microsoft delivered a better-than-expected fourth quarter and said Azure revenue growth was up 29%.
Hewlett Packard Enterprise and Nvidia teamed up to launch a set of private cloud offerings and integrations designed for generative AI workloads. Nvidia AI Computing by HPE will be available in the fall.
GPU instances are taking a larger share of cloud enterprise spending and now are 14% of compute costs compared to 10% a year ago, according to a Datadog report analyzing AWS customer usage.
Brian Ames, senior manager of production AI and data products at General Motors, said the company has stood up its data factory and plans to layer in generative AI capabilities in the next year.
Here are the details of the Oracle and Google Cloud tie-up followed by the OpenAI deal and the not-too-surprising strong cloud results.
Don't look now, but AI-optimized servers and infrastructure may be the most trendy innovation corner of technology. And the release cycle looks like it was ripped out of the Apple and Samsung playbooks.
Microsoft announced a bevy of additions to Azure including AMD Instinct MI300X instances, Cobalt 100 instances in preview and the latest OpenAI model, GPT-4o, in Azure OpenAI Service.
In the last 12 months, CoreWeave has raised more than $12 billion in equity and debt financing. CoreWeave's funding highlights how the generative AI boom has fueled a new category of specialized cloud vendors.
Alibaba's Cloud Intelligence group posted revenue growth of 3% for the quarter ending March 31, well below global cloud providers. The company said AI-related workloads are showing strong demand.
CrowdStrike and Amazon Web Services expanded a partnership where Amazon will standardize on CrowdStrike's Falcon platform and CrowdStrike will expand usage of Amazon Bedrock and SageMaker.
