News/Cloud
HPE and Nvidia expand AI factory portfolio with Blackwell-powered systems
Hewlett Packard Enterprise (HPE) and Nvidia unveiled an expanded portfolio of AI factory technologies at HPE Discover in Las Vegas, designed to accelerate enterprise AI adoption across industries. The partnership introduces several new systems built on Nvidia's Blackwell architecture, including AI-ready servers and enhanced private cloud solutions, while expanding global reach through strategic implementations in Japan and testing partnerships with Accenture. Key innovations: The companies revealed multiple new AI infrastructure offerings to streamline enterprise deployment. • AI-ready RTX PRO servers provide businesses with enhanced computing capabilities for AI workloads. • The new HPE Compute XD690 system delivers optimized performance for...
read Jun 24, 2025Huawei’s CloudMatrix-Infer outpaces Nvidia H100 with 384 AI chips
Huawei unveiled CloudMatrix-Infer, a massive AI inference system featuring 384 Ascend 910C NPUs and 192 Kunpeng CPUs interconnected through a 2.8Tbps Unified Bus architecture. The system represents Huawei's most ambitious challenge to Nvidia's AI infrastructure dominance, offering superior throughput performance while demonstrating the company's complete vertical AI stack from silicon to software. What you should know: CloudMatrix-Infer delivers impressive performance metrics that outpace Nvidia's H100 chips on similar workloads. The system achieves 6,688 tokens/sec prefill and 1,943 decode/sec per NPU, surpassing Nvidia H100 performance on comparable tasks. Huawei compensates for individual chip limitations by networking five times more processors than...
read Jun 18, 2025Google Cloud partners with WWT to centralize NBA player performance data
Google Cloud has partnered with World Wide Technology (WWT), a technology solutions provider, to develop an AI-powered playbook for an unnamed NBA franchise, aiming to unify previously siloed data on player performance and health. The collaboration addresses the need for better data interoperability in professional sports, enabling coaches, medics, and sports scientists to make more informed decisions about game strategy and player workloads. What you should know: The AI platform centralizes data that was previously scattered across different systems, making it easier for team staff to access comprehensive player insights. Team members including coaches, medics, and sports scientists will gain...
read Jun 17, 2025Aerial combat: OpenAI considers antitrust complaint against Microsoft over cloud dominance
OpenAI executives have discussed filing an antitrust complaint against Microsoft with US regulators, marking a dramatic escalation in tensions between the AI partners. The potential federal complaint would argue that Microsoft is using its dominant cloud position and contractual leverage to suppress competition, with insiders describing it as a "nuclear option" that could unravel one of the AI industry's most important business relationships. What you should know: The friction centers on OpenAI's stalled efforts to restructure from a nonprofit into a public benefit corporation, which requires Microsoft's approval. The two companies have been unable to agree on restructuring details after...
read Jun 17, 2025Oracle adds Grok 3 to cloud platform as part of multi-model AI strategy
Oracle has partnered with Elon Musk's xAI to offer the startup's Grok 3 AI model through Oracle's cloud computing platform for corporate customers. The collaboration allows businesses to access xAI's latest AI model while maintaining their existing security protections with Oracle, expanding Oracle's strategy of providing multiple AI models without developing its own. What you should know: Oracle Cloud Infrastructure will host Grok 3 in its data centers, giving enterprise customers access to the model that first launched in February. Grok 3 was designed to compete with the latest offerings from DeepSeek and OpenAI. The model was previously available only...
read Jun 17, 2025Groq challenges AWS with faster AI and Hugging Face integration
Groq has launched two major initiatives targeting established cloud providers like AWS and Google: supporting Alibaba's Qwen3 32B language model with its full 131,000-token context window and becoming an official inference provider on Hugging Face's platform. These moves position the AI inference startup to challenge tech giants by offering faster processing speeds and broader developer access, potentially reshaping how millions of developers access high-performance AI models. What you should know: Groq claims to be the only fast inference provider capable of supporting Qwen3 32B's complete 131,000-token context window, a technical capability that enables processing of lengthy documents and complex reasoning...
read Jun 17, 2025Deutsche Telekom and Nvidia to build Europe’s first industrial AI cloud by 2026
Deutsche Telekom, Germany's largest telecommunications company, and Nvidia have announced plans to build what they describe as the world's first industrial AI cloud infrastructure specifically designed for European manufacturers. The ambitious project, expected to launch by 2026, represents a significant step in Europe's effort to establish technological independence in artificial intelligence while addressing growing concerns about data sovereignty. The partnership aims to create what Nvidia founder Jensen Huang calls a "second factory" for manufacturers—one dedicated to generating the artificial intelligence that powers modern industrial operations. This concept reflects a fundamental shift in manufacturing, where companies increasingly rely on AI-driven simulations...
read Jun 11, 2025Oracle beats revenue estimates as AI cloud demand surges
Oracle beat quarterly revenue estimates on Wednesday, driven by strong demand for its cloud infrastructure services from companies implementing artificial intelligence solutions. The database giant reported $15.90 billion in revenue for the fourth quarter, surpassing analyst expectations of $15.59 billion, as businesses increasingly turn to Oracle's cloud platform for AI workloads. What you should know: Oracle's growth is primarily fueled by its Oracle Cloud Infrastructure (OCI) solution, which supports AI deployments for enterprise customers. CEO Safra Catz projected accelerating cloud growth, stating "We expect our total cloud growth rate — applications plus infrastructure — will increase from 24% in fiscal...
read Jun 11, 2025Germany builds Europe’s first industrial AI cloud with 10K NVIDIA GPUs
Germany is deploying NVIDIA's full-stack AI technology across its economy through massive infrastructure projects, enterprise partnerships, and educational initiatives designed to maintain the country's engineering leadership in the AI era. The comprehensive strategy includes building Europe's first industrial AI cloud, deploying tens of thousands of NVIDIA GPUs in AI factories, and establishing research centers that position Germany as a sovereign AI powerhouse while supporting its critical Mittelstand companies that comprise 99% of German enterprises. What you should know: Germany is building multiple AI factories powered by NVIDIA technology to support both public and private sector AI development. NVIDIA is constructing...
read Jun 10, 2025OpenAI diversifies beyond Microsoft with Google cloud partnership
OpenAI has struck an unprecedented cloud computing deal with Google, despite the companies' fierce rivalry in artificial intelligence. The partnership, finalized in May after months of negotiations, allows OpenAI to tap Google's cloud infrastructure to meet surging demand for computing power needed to train and run its AI models, marking a significant shift in AI industry dynamics. The big picture: This collaboration between two AI heavyweights illustrates how massive computing demands are reshaping competitive relationships in the sector, with OpenAI diversifying beyond its primary supporter Microsoft. What you should know: The deal represents OpenAI's latest move to reduce dependency on...
read Jun 9, 2025Amazon invests $20B in Pennsylvania to expand AI cloud infrastructure
Amazon has announced a $20 billion investment in Pennsylvania to expand its cloud infrastructure, marking the latest in a series of massive capital commitments by the tech giant. This investment underscores the intense competition among Big Tech companies to build the infrastructure necessary to support the rapidly growing demand for AI services and cloud computing capabilities. The big picture: Amazon's Pennsylvania investment is part of a broader $35 billion spending spree across multiple states in recent weeks, including $10 billion in North Carolina and over $5 billion in Taiwan for cloud infrastructure. Key details: The Pennsylvania investment will create significant...
read Jun 5, 2025Amazon to invest $10B in North Carolina AI and data center
Amazon's $10 billion investment in North Carolina represents a significant expansion of cloud computing and AI infrastructure in a region that has experienced significant economic transition since losing textile and apparel manufacturing jobs decades ago. This substantial commitment to build a technology campus in rural Richmond County demonstrates how tech giants are extending their data center footprints beyond traditional tech hubs, potentially revitalizing communities that have faced economic challenges. The big picture: Amazon is investing $10 billion to build a new cloud computing and AI infrastructure campus in rural Richmond County, North Carolina, creating at least 500 technical jobs and...
read Jun 3, 2025Microsoft invests $400M to expand Swiss cloud and AI capabilities
Microsoft's massive $400 million investment in Switzerland significantly expands its AI and cloud infrastructure at a pivotal moment when European organizations are accelerating their AI adoption. This strategic move strengthens Microsoft's position in a key European innovation hub while addressing growing demand for regulated cloud services across healthcare, finance, and government sectors, demonstrating how major tech companies are building region-specific AI capabilities to serve local markets. The big picture: Microsoft is investing $400 million to expand and upgrade its cloud and AI infrastructure across Switzerland, enhancing four existing data centers near Zurich and Geneva with advanced AI capabilities. The investment...
read Jun 2, 2025News to Use: Google One subscription tiers and benefits explained
Google One has evolved from a simple cloud storage solution into a comprehensive subscription service that now incorporates Google's latest AI capabilities through tiered plans. The service addresses the limitations of the standard 15GB free storage allocation by offering expanded capacity along with premium features that vary by subscription level. Understanding these tiers has become increasingly important as Google positions AI features as a central component of its subscription strategy, creating distinct value propositions for different user needs. Google One Subscription Tiers and Benefits The storage foundation: Every Google account includes 15GB of free cloud storage shared across Drive, Photos,...
read May 27, 2025Dell’s new Enterprise Hub streamlines on-premises AI development
Dell Enterprise Hub is rapidly evolving into a comprehensive platform for on-premises AI deployment, offering organizations the ability to implement advanced AI capabilities within their own infrastructure. The platform's expansion to support multiple hardware accelerators, edge devices, and ready-to-deploy applications signals a significant shift toward making enterprise AI more accessible and manageable. This development addresses growing demand for private AI solutions that allow businesses to maintain control over their data while leveraging cutting-edge models. The big picture: Dell Enterprise Hub now provides a one-stop solution for deploying, training, and running AI models and applications entirely on-premises with support for multiple...
read May 22, 2025Dell aims to dominate enterprise AI infrastructure market
Dell Technologies is aggressively positioning itself as the comprehensive provider for enterprise AI infrastructure, with CEO Michael Dell outlining a vision of "decentralized, low-latency, and hyper-efficient" artificial intelligence that follows data rather than forcing data migration. The company's strategy addresses the growing complexity of on-premise generative AI deployments by offering end-to-end solutions with 24/7 support and monitoring, capitalizing on enterprise customers' desire for simplified AI implementation in their own environments. The big picture: Dell is launching a suite of hardware, software, and managed services designed to make on-premise AI more accessible and cost-effective than cloud alternatives. The new Dell AI...
read May 22, 2025Snowflake boosts annual product revenue outlook by 5%
Snowflake's data analytics services are seeing growing demand as companies prioritize AI investments, leading to raised fiscal forecasts and share price gains. The company has strategically integrated AI capabilities into its cloud platform through partnerships with major AI companies, allowing customers to build more sophisticated AI models for data processing. This cloud-based approach positions Snowflake to capitalize on the enterprise shift toward AI application development while exceeding financial expectations. The big picture: Snowflake raised its fiscal 2026 product revenue forecast after surpassing first-quarter expectations, reflecting strong demand for its AI-enhanced data analytics services. The company's shares rose 6% to $190.09...
read May 21, 2025EdgeCore expands Mesa, Arizona data center capacity to 450+ MW
EdgeCore's massive data center expansion in Mesa marks a significant commitment to addressing the increasing power demands of AI and cloud computing infrastructure. By acquiring an additional 43.87 acres of land, the company is positioning itself as a major provider of hyperscale data center capacity in the Southwest, with sustainability features designed specifically for Arizona's unique environmental challenges. The big picture: EdgeCore Digital Infrastructure is more than doubling its buildable land in Mesa, Arizona, enabling over 450 megawatts (MW) of data center capacity to support growing hyperscale client demand for AI and cloud infrastructure. The company has already developed and...
read May 21, 2025Microsoft Fabric attracts 70% of Fortune 500 companies
Microsoft's dramatic expansion of its Fabric data platform marks a strategic shift to dissolve data silos and streamline enterprise AI development. By integrating CosmosDB—the database that powers ChatGPT—alongside other key database technologies, Microsoft is executing on its vision of a unified data foundation capable of handling diverse workloads without the traditional limitations of coupled compute and storage. This approach directly addresses the integration complexity that has historically hindered enterprise AI initiatives. The big picture: Microsoft is significantly expanding its Fabric data platform by integrating CosmosDB and other database options to create a unified data layer that eliminates traditional data silos....
read May 20, 2025Microsoft brings Musk’s Grok AI to Azure at Build 2025
Microsoft's latest move to integrate Elon Musk's Grok AI models into its Azure cloud platform signals a strategic expansion of its AI ecosystem, despite the controversial history of Musk's chatbot. This partnership comes amid Microsoft's ongoing investment in OpenAI and highlights the company's ambition to position Azure as the central marketplace for AI development, regardless of the source or reputation of the models it hosts. The big picture: Microsoft announced at its Build conference that Grok 3 and Grok 3 mini models from Musk's xAI will be available as first-party offerings directly hosted and billed through Microsoft Azure. Elon Musk...
read May 20, 2025Qualcomm targets data centers with new Nvidia-compatible processors
Qualcomm's entry into the data center AI processor market signals a significant strategic pivot for the mobile chip giant, as it positions itself to compete in Nvidia's GPU-dominated territory. By designing CPUs specifically compatible with Nvidia's GPUs and software ecosystem, Qualcomm is acknowledging Nvidia's market leadership while carving out its own complementary role in the AI infrastructure landscape. This diversification effort represents the company's latest attempt to expand beyond its smartphone chip stronghold under CEO Cristiano Amon's leadership. The big picture: Qualcomm announced plans to launch data center processors designed to connect with Nvidia's GPUs, marking the company's re-entry into...
read May 20, 2025Wolters Kluwer accelerates cloud and AI adoption under new CEO
Wolters Kluwer, a nearly two-century-old information solutions company, has transformed from traditional publishing roots into a technology-driven enterprise that leverages artificial intelligence across half its product portfolio. Under new CIO Mark Sherwood's leadership, the company continues evolving its cloud strategy, AI integration, and cybersecurity approach to serve professionals across healthcare, legal, tax, and finance sectors—demonstrating how legacy organizations can successfully navigate digital transformation while maintaining industry expertise. The big picture: Mark Sherwood joined Wolters Kluwer as CIO in December 2024, bringing extensive tech experience from Microsoft, Nuance Communications, Symantec and Cisco to accelerate the company's ongoing technology transformation. Despite its...
read May 20, 2025Google One hits 150 million subs as AI features expand, traditional search contracts
Google's subscription service is experiencing unprecedented growth by adding AI features to its cloud storage plans. This strategic pivot comes at a critical time as the company seeks to diversify revenue streams beyond advertising, especially as generative AI threatens to disrupt traditional search and advertising models that have long been Alphabet's primary business drivers. The big picture: Google One has reached 150 million subscribers, marking a 50% increase since February 2024, as the company aggressively expands into AI-powered subscription services. The milestone comes shortly after Google introduced a premium AI plan priced at $19.99 monthly that offers advanced artificial intelligence...
read May 19, 2025Microsoft AI developer conference aims to lift profits, rethink OpenAI situationship
Microsoft is recalibrating its AI strategy ahead of its annual developer conference, balancing its deep partnership with OpenAI against ambitions to become a neutral provider in the expanding AI ecosystem. As the company continues massive infrastructure investments—including $64 billion this year largely for AI data centers—its evolving approach signals a strategic shift toward cost optimization and selective partnership expansion while maintaining its impressive 30% share growth that's bucking broader tech market trends. The big picture: Microsoft hosts its annual software developer conference in Seattle this Monday, where thousands of developers will explore how to monetize the company's substantial AI investments...
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