Tag: hyperscale
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The Register: Microsoft walking away from datacenter leases (probably) isn’t a sign the AI bubble is bursting
Source URL: https://www.theregister.com/2025/03/26/microsoft_ai_apocalypse/ Source: The Register Title: Microsoft walking away from datacenter leases (probably) isn’t a sign the AI bubble is bursting Feedly Summary: Why lease space that can’t power or cool 120kW racks – or the next-gen 600kW monsters? Comment Microsoft has walked away from negotiations to lease two gigawatts worth of datacenter capacity…
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The Register: Big Red and Microsoft roll out Azure database services for more mainstream Oracle users
Source URL: https://www.theregister.com/2025/03/20/oracle_microsoft_enterprise_db_azure/ Source: The Register Title: Big Red and Microsoft roll out Azure database services for more mainstream Oracle users Feedly Summary: Enterprise Edition to be offered on OCI inside Redmond’s cloud Oracle is expanding its database services on hyperscale clouds outside of its muscle-car Exadata system.… AI Summary and Description: Yes Summary: Oracle’s…
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The Register: SoftBank buys server-grade Arm silicon designer Ampere Computing
Source URL: https://www.theregister.com/2025/03/20/softbank_acquires_ampere/ Source: The Register Title: SoftBank buys server-grade Arm silicon designer Ampere Computing Feedly Summary: Japanese tech investor expects its own hyperscalers and e-com giants to collaborate, which could take a bite out of x86 market Japanese tech investment house SoftBank Group has announced its intention to acquire Ampere Computing, the chip design…
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The Register: Tencent slows pace of GPU rollout as it wrings more performance from fewer accelerators
Source URL: https://www.theregister.com/2025/03/20/tencent_q4_fy2024_gpu_slowdown/ Source: The Register Title: Tencent slows pace of GPU rollout as it wrings more performance from fewer accelerators Feedly Summary: Chinese giant says locals are more efficient than Western hyperscalers, and has tiny capex to prove it Chinese tech giant Tencent has slowed the pace of its GPU rollout since implementing DeepSeek.……
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Cloud Blog: Google Cloud at GTC: A4 VMs now generally available, A4X VMs in preview
Source URL: https://cloud.google.com/blog/products/compute/google-cloud-goes-to-nvidia-gtc/ Source: Cloud Blog Title: Google Cloud at GTC: A4 VMs now generally available, A4X VMs in preview Feedly Summary: At Google Cloud, we’re thrilled to return to NVIDIA’s GTC AI Conference in San Jose CA this March 17-21 with our largest presence ever. The annual conference brings together thousands of developers, innovators,…
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The Register: Manus mania is here: Chinese ‘general agent’ is this week’s ‘future of AI’ and OpenAI-killer
Source URL: https://www.theregister.com/2025/03/10/manus_chinese_general_ai_agent/ Source: The Register Title: Manus mania is here: Chinese ‘general agent’ is this week’s ‘future of AI’ and OpenAI-killer Feedly Summary: Prompts see it scour the web for info and turn it into decent documents at reasonable speed Chinese researchers’ AI prowess is again a hot topic after a startup called Monica.im…
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Hacker News: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle
Source URL: https://www.theregister.com/2025/03/07/broadcom_q1_fy2025/ Source: Hacker News Title: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle Feedly Summary: Comments AI Summary and Description: Yes Summary: Broadcom’s acquisition of VMware has led to impressive financial results, with a significant increase in revenue attributed to the bundling of VMware products into its Cloud…
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The Register: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle
Source URL: https://www.theregister.com/2025/03/07/broadcom_q1_fy2025/ Source: The Register Title: Broadcom has won. 70 percent of large VMware customers bought its biggest bundle Feedly Summary: Now working with seven hyperscalers for custom AI silicon. Not working on acquiring bits of Intel Broadcom’s acquisition of VMware appears to be a big success, on the balance sheet at least, after…