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.
AWS delivered Q1 operating income of $9.4 billion on revenue of $25 billion, up 17% from a year ago.
Snapchat made a bet on using machine learning and AI to improve its advertising platform, increase content engagement and ultimately revenue growth. If it could optimize its infrastructure spending, Snapchat would be able to grow the bottom line.
Microsoft reported a strong third quarter with revenue growth was 17% with Microsoft Cloud revenue up 23% from a year ago. Azure and other cloud services revenue growth was 31% driven by AI services.
IBM said it will acquire HashiCorp in a deal valued at $6.4 billion as it builds out its infrastructure and security lifecycle management tools to go along with its hybrid cloud and AI portfolio.
Microsoft and The Coca-Cola Co. have an expanded deal as part of an emerging multi-cloud strategy. Coca-Cola also has AWS in the mix.
