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Capital spending soars in the cloud as Microsoft, Google, and others bet big on AI demand

GeekWire

These servers inside a Microsoft data center in Quincy, Wash., were the first to be powered by the company’s Azure Cobalt 100 CPU, as part of a broader cloud infrastructure buildout. The big question, long-term, is whether demand for AI services will be worth the investment for each company. billion in revenue.

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Google Expands Cloud Data Center Plans, Asserts Hardware, Connectivity Leadership

Data Center Knowledge

Company touts its infrastructure might as it fights for enterprise cloud market share Read More.

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Google will no longer offer Gemini API for free

Dataconomy

For some time, there have been whispers that Google might introduce a fee for AI-enhanced search results, particularly through a proposed premium search service that incorporates generative AI. Google initially provided free access to its AI offerings to attract developers and compete with OpenAI’s early market presence.

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Alphabet pins hopes on Google Cloud as ad revenue growth declines

CIO Business Intelligence

While overall revenue growth slowed to 6% in the quarter for Alphabet, Google Cloud grew 38% year-on-year to $6.9 billion, giving the company much needed support. Google Cloud includes Google’s infrastructure and platform services, collaboration tools, and other services for enterprise customers.

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Apple might deploy M2 Ultra chips on cloud servers

Dataconomy

Apple is initiating its venture into generative AI by first processing intricate queries using M2 Ultra chips within data centers, with a future strategy to upgrade to the more sophisticated M4 chips. These chips are slated for use in Apple’s own data centers and are expected to eventually be utilized in third-party servers.

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Nvidia AI Enterprise adds generative AI microservices

CIO Business Intelligence

of Nvidia’s enterprise-spanning AI software platform will feature a smorgasbord of microservices designed to speed app development and provide quick ways to ramp up deployments, the company announced today at its GPU Technology Conference. the company said. Version 5.0 Nvidia’s AI Enterprise 5.0

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Oracle adds compute services to its Cloud@Customer offering

CIO Business Intelligence

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 data centers to address data residency and security regulations and solve low-latency requirements. The infrastructure will be managed and operated by Oracle.

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