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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. In short, when it comes to assessing the cloud platforms, capital expenditures serve as table stakes and a barometer.

Microsoft 118
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Amazon renewable power leader on AI’s energy strain, a political dust-up in Oregon, and more

GeekWire

As the retail, cloud and entertainment giant strives to reach net zero carbon emissions by 2040, most of its carbon cuts so far have come from its shift to renewables. ” Charley Daitch, the Amazon Web Services director of energy and water strategy. (Amazon Photo) Amazon for three years has ranked as the No.

Energy 94
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Researchers want to put energy hogs like ChatGPT on a diet with more efficient computer chips

GeekWire

The GPUs and related electronics are an essential part of computer servers that are housed in data centers. The data centers are where the “cloud” resides. But the rise in generative AI will keep boosting demand for data centers. “I see a lot of opportunities.

Energy 91
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Amazon bolsters its clean energy leadership with 9 new projects worldwide

GeekWire

The cloud company and online retail sales juggernaut now claims to be the largest corporate purchaser of renewable energy in Europe. The energy will provide juice for operations at its corporate offices, Amazon Web Services (AWS) data centers, product fulfillment centers and Whole Foods Market stores. .

Energy 102
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The mainframe is dying: Long live the mainframe application!

CIO Business Intelligence

Fujitsu remains very much interested in the mainframe market, with a new model still on its roadmap for 2024, and a move under way to “shift its mainframes and UNIX servers to the cloud, gradually enhancing its existing business systems to optimize the experience for its end-users.” Z as a service. The future of mainframe-as-a-service.

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Oracle names new cloud infrastructure leader, signals broader ambitions to challenge Amazon

GeekWire

Six-year Oracle veteran Clay Magouyrk is the new executive vice president in charge of Oracle Cloud Infrastructure, based in Seattle, reporting to co-founder Larry Ellison, executive chairman and chief technology officer. Four years after Oracle Cloud Infrastructure’s launch, Magouyrk says, a lot has changed.

Oracle 144