Tag: 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: How Broadcom is quietly plotting a takeover of the AI infrastructure market
Source URL: https://www.theregister.com/2025/06/27/broadcom_ai_ip/ Source: The Register Title: How Broadcom is quietly plotting a takeover of the AI infrastructure market Feedly Summary: When AI is a nesting doll of networks, so why reinvent the wheel when you can license it instead feature GPUs dominate the conversation when it comes to AI infrastructure. But while they’re an…
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The Register: Nvidia’s latest AI PC boxes sound great – if you’re a data scientist with $3,000 to spare
Source URL: https://www.theregister.com/2025/03/31/can_nvidia_shakeup_pcs/ Source: The Register Title: Nvidia’s latest AI PC boxes sound great – if you’re a data scientist with $3,000 to spare Feedly Summary: But will they really upend the enterprise PC market? How about software? Networking, anyone? Analysis Disrupt? It’s an awful hackneyed term that some analysts, consultants and technologists like 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…