Demand
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Blog
Data center constraints pinch as Microsoft reports soaring AI demand
Microsoft forecasted slowing growth in its Azure business at the firm’s most recent earnings call, with company executives noting that demand is currently outstripping capacity. Amy Hood, Microsoft’s CFO, said the tech giant predicts a growth rate of 31% to 32% in Azure, falling below the average analyst expectation of 32.25% according to reporting by Reuters. Hood also said the…
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NVIDIA Blackwell GPUs Sold Out: Demand Surges, What’s Next?
Nvidia continues to ride the AI wave as the company sees unprecedented demand for its latest Blackwell GPU next-generation processors. The supply for the next 12 months is sold out, Nvidia CEO Jensen Huang told Morgan Stanley analysts during an investors’ meeting. A similar situation occurred with Hopper GPUs several quarters ago, Morgan Stanley Analyst Joe Moore pointed out. Nvidia’s…
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Europe slams Apple with yet another iPhone demand – Computerworld
Europe’s bureaucrats continue to do their best to ensure Apple is forced to sell the world’s worst operating system, announcing plans to force Apple to open up its systems even more than it already has. In a triumph of bureaucratic doublespeak, the European Union doesn’t argue that it’s attempting to force the issue. Instead, it says it wants to “assist” Apple. “Today, the…
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Sovereign cloud demand is “truly global” according to Oracle — and the company is well placed to capitalize on it
The demand for sovereign cloud capabilities is “truly global” according to a senior figure at Oracle, and the company intends to fully capitalize on this trend in the year ahead. Speaking to ITPro at a roundtable at Oracle CloudWorld 2024, Scott Twaddle, SVP of Oracle Cloud Infrastructure (OCI), product and industries, described the burgeoning sovereign cloud computing market as “fascinating”…
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Edge data center demand is skyrocketing — and generative AI and IoT are the key drivers fueling this rapid growth
Edge data centers are set for a boom thanks to the growth in Internet of Things (IoT) and generative AI technologies, according to new research. Analysis from global real estate consulting firm JLL predicts that the global market for edge IT infrastructure and data centers will hit $317 billion by 2026, more than doubling from the 2020 value of $153…
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Secureworks Fills Australian Mid-Market Demand for Simplified Cyber Security Solutions
Secureworks is a U.S. headquartered publicly listed cybersecurity firm offering extended detection and response, XDR, technology, and services. Majority-owned by Dell, its XDR is marketed under the Taegis product brand. This year, the company launched a “ManagedXDR Plus” offering for mid-market customers seeking more tailored cybersecurity options at a reasonable price point. Secureworks CEO Wendy Thomas, who visited Australia in…
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