Singapore Data Center Channel
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The Next Platform
GenAI Boom: Datacenter Spending Forecast Raised Again

Economic and technical forces have a kind of momentum that keeps them growing even as any new technology goes through its inevitable hype cycle from innovation to inflated expectations to disillusionment to deployment into productivity. …

GenAI Boom: Datacenter Spending Forecast Raised Again was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
The Coming Age Of The Internet Of Agents

Almost a year ago, executives, researchers, and developers within the Outshift group of Cisco Systems – an incubation unit focused on such advanced technologies as AI and quantum computing – began batting about the idea of a network infrastructure connecting vast numbers of AI agents from multiple vendors or organizations, allowing those AI agents to automatically communicate, work together, and solve complex problems for enterprises. …

The Coming Age Of The Internet Of Agents was written by Jeffrey Burt at The Next Platform.
The Next Platform
Azure Can’t Make Up For On Premise Profit Decline At Microsoft

If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to figure out how to get GPU-accelerated systems, you ought to try to convince the same companies to upgrade to Windows Server 2025, which launched last November. …

Azure Can’t Make Up For On Premise Profit Decline At Microsoft was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
IBM Takes The Patient Path To Future GenAI Profits

While the hyperscalers and cloud builders provide the best indicator of what it takes to create state of the art GenAI models and the infrastructure to train them as well as to put them into production for practical use through an API interface, perhaps IBM is one of the best leading indicators for how GenAI will slowly be adopted by the enterprises of the world within their own organizations. …

IBM Takes The Patient Path To Future GenAI Profits was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
How Much Money Does Arm Make In The Datacenter?

As we have been saying for quite some time, when it comes to datacenter CPUs, we think that homegrown Arm processors (as well as those made by independents Ampere Computing and Huawei Technologies) will eventually represent at least half of the computing capacity that the hyperscalers and major cloud builders install. …

How Much Money Does Arm Make In The Datacenter? was written by Timothy Prickett Morgan at The Next Platform.
The Next Platform
Intel Datacenter Chief Departs To Run Nokia – Now What?

After only a little more than a year of running Intel’s Data Center and AI group – which is probably about as much fun right now as falling down the stairs – Justin Hotard has departed the chip maker to become the next chief executive officer of Nokia, which interestingly enough has a renewed interest in building cloud networks and making money at that. …

Intel Datacenter Chief Departs To Run Nokia – Now What? was written by Timothy Prickett Morgan at The Next Platform.