Dell'Oro: Data center capex to hit more than $500bn by 2027 due to AI growth
But near-term headwinds as market digests existing buildout
But near-term headwinds as market digests existing buildout
Company doubles down to meet expected generative AI demand
Alphabet earnings show growth, mainly propelled by ad sales
At an existing Lincoln Rackhouse data center
Expected to be ready by early 2024
Investment bank sees positives for hyperscalers, Equinix, and Digital Realty - but not supply chains
As GPU maker supports non-hyperscale cloud businesses
Hewlett Packard Enterprise launches HPE GreenLake for Large Language Models
AI-dedicated hardware provider gains another customer
But startup will likely remain "cloud agnostic"
Company was already a Google Cloud customer
Invest in yourself, via someone else
Or, at least, the expectation of an explosion
Company goes all in on the gen AI hype train
Packing Grace Hopper Superchips into a supercomputer
Now the world's sixth-most valuable public firm
Built for generative AI
Expects to spend big on generative AI
But his reasons for why it will be safe are built on shaky grounds
Already being tested by OpenAI
GPU leader Koduri’s generative AI startup wants access to large amounts of compute
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But don't expect highly specific information
And will give developers access to PaLM