Tag: cloud infrastructure market
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Tomasz Tunguz: The AI-Driven Cloud Market Share Shift
Source URL: https://www.tomtunguz.com/cloud-market-share-shift-2025/ Source: Tomasz Tunguz Title: The AI-Driven Cloud Market Share Shift Feedly Summary: What force could dethrone AWS after more than a decade of unchallenged dominance? For years, Amazon Web Services ruled the cloud infrastructure market. It was the default choice without a question for every startup. Then OpenAI released GPT-4. Microsoft’s exclusive…
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The Register: VMware’s rivals ramp up their efforts to create alternative stacks
Source URL: https://www.theregister.com/2025/07/07/vmware_rivals_ramp_virtualization_efforts/ Source: The Register Title: VMware’s rivals ramp up their efforts to create alternative stacks Feedly Summary: Red Hat and Open Nebula deliver big updates, as Edera tools for Xen with Rust As VMware pushes its vision for private clouds built around its core virtualization technology, rival vendors are ramping their efforts to…
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The Register: AI hype led to an enterprise datacenter spending binge in 2024 that won’t last
Source URL: https://www.theregister.com/2025/01/08/synergy_research_dc_report/ Source: The Register Title: AI hype led to an enterprise datacenter spending binge in 2024 that won’t last Feedly Summary: GPUs and generative AI systems so hot right now… yet ‘long-term trend remains,’ says analyst Bets on the future demand for AI drove a 48 percent jump in spending on public cloud…
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The Register: Google offered millions to ally itself with trade body fighting Microsoft
Source URL: https://www.theregister.com/2024/11/28/google_offered_millions_to_cispe/ Source: The Register Title: Google offered millions to ally itself with trade body fighting Microsoft Feedly Summary: El Reg has seen the presentation to CISPE members which sources say was intended to keep the lawsuit over licensing alive Exclusive Google Cloud dangled hundreds of million of euros worth of financial incentives to…