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Even as demand for data infrastructure surges to an all-time high, Equinix is planning to lay off 3% of its workforce, suggesting a growing skills mismatch in the industry. According to Goldman Sachs , datacenter demand in the US alone is projected to nearly triple by 2030, driving more than $1 trillion in investment.
On the demand side for datacenters, large hyperscale cloud providers and other corporations are building increasingly bigger large language models (LLMs) that must be trained on massive compute clusters. Still, several questions remain about DeepSeeks training, infrastructure, and ability to scale, Schneider stated.
Hosting and colocation giant Equinix is sunsetting its bare-metal infrastructure-as-a-service (IaaS) offering by June 2026. New features will no longer be added to Equinix Metal , as the service was called.
Basically, this means that demand for HBM exceeds supply for at least a year, and any orders placed now won’t be filled until 2026. Bottom line: Expect a new supply-chain headache thanks to HBM being unavailable until at least 2026. CPUs and Processors, DataCenter, High-Performance Computing No HBM, no GPU cards.
growth this year, with datacenter spending increasing by nearly 35% in 2024 in anticipation of generative AI infrastructure needs. Datacenter spending will increase again by 15.5% in 2025, but software spending — four times larger than the datacenter segment — will grow by 14% next year, to $1.24
The rapid expansion of AI and generative AI (GenAI) workloads could see 40% of datacenters constrained by power shortages by 2027, according to Gartner. The surge is attributed to the increased deployment of large-scale language models (LLMs) and complex algorithms that require massive data processing capabilities.
Secure Access Service Edge (SASE) is a network architecture that combines software-defined wide area networking (SD-WAN ) and security functionality into a unified cloud service that promises simplified WAN deployments, improved efficiency and security, and application-specific bandwidth policies. billion by 2025. billion by 2025.
The reality of what can be accomplished with current GenAI models, and the state of CIO’s data will not meet today’s lofty expectations.” GenAI will easily eclipse the effects that cloud and outsourcing vendors had on previous years regarding datacenter systems,” according to Lovelock. “It
billion in 2026 though the top use case for the next couple of years will remain research and development in quantum computing. Citi is using Amazon Braket, a cloud-based service, to see how well quantum computers could handle portfolio optimization tasks. Full cloud deployment is also possible per customer request.
This next generation processor, dubbed Aurora, is not due until 2026. Aurora offers powerful AI compute capabilities for workloads like RAG and vector databases, but Wittich said it will support all types of enterprise applications, not just cloud. “So But don’t be planning to place an order just yet.
billion in the Middle East kingdom to build datacenters and a significant cloud presence in the region. Amazon — alongside its US-based cloud competitors Google and Microsoft — acted quickly to set up regional headquarters in Saudi Arabia. billion to launch new cloud areas.
On the quantum computing vendor side, 39% expect their customers to be using quantum computers inproduction in 2026, according to an Omdia survey released in October. Investors are buying up datacenters to create a Pony Express quantum signal to go coast-to-coast, he says. Theyre buying up under-utilized or distressed assets.
There are firewalls for clouds and firewalls for datacenters, firewalls for network perimeters, and firewalls for distributed offices. According to Gartner, by 2026, more than 60% of organizations will have more than one type of firewall deployment. "A
An inquiry into HPE’s $14 billion takeover of Juniper Networks by the UK’s Competition and Markets Authority (CMA), a move that potentially could delay approval of the deal, will have little impact on datacenter managers, an analyst with Info-Tech Research Group said. Not at all.”
Microsoft, Meta, and Google may seem unlikely partners, but they are all making custom processors for their cloud services. AI and high-performance computing ( HPC ) require a considerable amount of data to be moved around between cores and memory. Products could appear next year, with implementation potentially around 2026.
Cloud technology is a springboard for digital transformation, delivering the business agility and simplicity that are so important to today’s business. Cloud is also a powerful catalyst for improving IT and user experiences, with operating principles such as anywhere access, policy automation, and visibility.
These are the three major trends in HPC: Cloud delivery : Enterprises have traditionally run HPC on premises and have used cloud resources for occasional traffic bursts. However, Hyperion Research reports that the cloud market for HPC is expected to grow faster than the on-premises market.
Apollo is believed to be the first large-scale deployment of optical circuit switching (OCS) for datacenter networking. Apollo has served as the backbone of all Google datacenter networks, having been in production for nearly a decade, supporting all datacenter use cases.
Oracle is adding a new managed offering to its Cloud@Customer platform that will allow enterprises to run applications on proprietary optimized infrastructure in their own datacenters to address data residency and security regulations and solve low-latency requirements.
Bahrain EDB As cloud adoption grows, its impact on economies and businesses is starting to show that digital transformation can make good on the utopian promises of innovation and improved public services. Those who demand to see hard facts that prove the power of cloud should examine Bahrain. So why did AWS select Bahrain?
Here’s a recap of some of the latest industry research, hiring statistics, and certification trends that impact today’s network professionals, infrastructure and operations (I&O) leaders, and datacenter teams. Check back for regular updates. trillion in delays, quality issues, and revenue loss.
Surging demand for AI computing power will strain the supply chains for datacenter chips, personal computers, and smart phones, and, combined with “continued geopolitical tensions and other supply risks, could trigger the next semiconductor shortage,” a report released Tuesday by Bain & Company stated.
As businesses digitally transform and leverage technology such as artificial intelligence, the volume of data they rely on is increasing at an unprecedented pace. Analysts IDC [1] predict that the amount of global data will more than double between now and 2026. Find out more on the Veeam website. [1]
Its technology helps facilities such as datacenters improve energy efficiency by using an array of sensors that measure various metrics, and then analyzing that information with software. The rapid growth of AI is driving new demand for cloud computing infrastructure, which requires substantial energy.
Headquartered in Grand Rapids, Michigan, US Signal is the largest privately-held datacenter services provider in the Midwest. McCormick notes that while cloud solutions inherently help reduce businesses’ carbon footprints, US Signal is committed to doing far more. Cloud Computing, Green IT
Upgrading cloud infrastructure is critical for deploying broad AI initiatives more quickly, so that’s a key area where investments are being made this year. These network, security, and cloud changes allow us to shift resources and spend less on-prem and more in the cloud.”
These changes are being driven by growing SaaS adoption, increasing workload migration to the cloud, and the need to support the expanding number of employees who work-from-anywhere. Traditional enterprise wide area networks, or WANs were designed primarily to connect remote branch offices directly to the datacenter.
It’s following in the footsteps of IBM and Microsoft, which like the German telco have an edge over regular companies contemplating a similar move to Rise in that they have their own clouds in which to host the applications and their own IT services divisions to make the move.
The largest of the three lines, “tech foundations,” bundles together what Atos calls its “mature” businesses: datacenters and hosting; the digital workplace; unified communication and collaboration; and business process outsourcing. Prior to that, Oliva spent almost two decades with IBM, much of it managing cloud and hybrid services.
EU-funded project is set to change the course of digital storage by launching datacenters into space, aiming to reduce Earth-bound energy consumption and enhance data sovereignty. Datacenters, critical for digital progression, consume substantial electricity and water to operate and cool their servers.
By 2026, retailers’ global investments in digital transformation tools are expected to reach $388 billion , growing by 18% a year. Increasing compute capacity and deploying a hybrid cloud strategy ensured against system crashes, enabling the chain to make better use of data to optimize its distribution routing strategies.
The deal will spell an end to the current one-stop shop for IT services that it offers its enterprise customers, but will free up capital and cash-flow for it to invest in more modern activities: digital transformation , smart digital platforms, cloud technology, cybersecurity, high-performance computing and AI.
But only in recent years, with the growth of the web, cloud computing, hyperscale datacenters, machine learning, neural networks, deep learning, and powerful servers with blazing fast processors, has it been possible for NLP algorithms to thrive in business environments. by 2025, according to IDC. NLP will account for $35.1
Helion Photo) The rapid growth of artificial intelligence is driving new demand for cloud computing infrastructure operated by tech giants including Amazon and Microsoft, which are investing billions of dollars each year into the construction of datacenters that gobble massive amounts of energy. In the U.S.
A 122% rise in datacenter revenue in Q3 solidified CEO Lisa Su’s confidence in demand from cloud providers for AI infrastructure development. Nevertheless, AMD projects strong growth in the AI space, increasing its full-year sales estimate for AI-accelerators to over $5 billion from an earlier forecast of $4.5
As the industry stands on the cusp of growth in 5G services and cloud-based edge computing, we thought it would be useful to take a look at the problem of energy consumption and the extent innovation can decouple it from the growth in data usage. How clean is the cloud? In 2018, datacenters accounted for.
Nvidias largest customer, Microsoft (MSFT -1.32%), announced plans to invest approximately $80 billion this calendar year in AI datacenters, with about half of that budget directed toward GPU servers. The usage of Azure OpenAI services has doubled in the past six months, fueling demand for data and analytics services.
Alphabet’s Google, along with TPG Rise Climate and other investors, has invested over $800 million in clean energy developer Intersect Power to expand its datacenter capacity amidst the growing demand driven by AI technologies. This approach focuses on co-locating datacenters with solar, wind, and battery infrastructures.
These benefits are expected to spur annual spending by global manufacturers on data management, analytics and other advanced capabilities to nearly $20 billion by 2026, up from roughly $5 billion this year. CIOs have tended to spend their time looking at the company’s datacenters and how best to get the most value from them.
The consultancy predicted in March 2023 that by 2026, 5% of employees will engage in unauthorized use of generative AI in their organizations. “If We’re also interested in ‘little LLMs,’ if we can get to that state, because you would not need a clouddatacenter. If anything, 5% is conservative.
If you have a datacenter that happens to have capacity, why pay someone else?” Europe’s AI Act will require some of this documentation, but most of its provisions won’t go into effect until 2026, she says. “I “Some open source models allow you to see what’s used for inference and what’s not,” he adds.
The chips are expected to be manufactured by TSMC, the world’s largest semiconductor foundry, starting in 2026. AMD introduced these chips last year as part of its datacenter expansion strategy, aiming to capture some of the market share currently held by NVIDIA.
Cloud providers including AWS, Google Cloud, and Azure will also adopt the GPU later this year. This efficiency boost translates to 50 times more revenue potential for datacenters utilizing Blackwell GPUs over previous Hopper-based architectures. Multi-Instance GPU (MIG) for workload partitioning.
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