… To make those investments in AI infrastructure, the AI model builders have themselves had to raise tremendous amounts of money from investors – sometimes including their AI compute engine suppliers, which is a bit of roundtripping, indeed. …
… As AI models become bigger and more capable, hyperscalers, cloud service providers, and enterprises are pouring cash into building out the storage and compute infrastructure needed to support them. The first half of 2024 saw AI infrastructure investment hit $31.8 billion, according to IDC. …
… By delivering excellence starting with the very infrastructure on which AI workloads run, we help AI natives ensure their investments drive the value they’re looking for, with reliable performance, flexibility, and scale. …
… To cover that processing demand and address a revenue backlog that stands at $240 billion, Google has to buy an incredible amount of iron in 2026, and Anat Ashkenazi, chief financial officer at Google, laid out the plan. “The investment we have been making in AI are already translating into strong … …
… Courting Anthropic In November, Microsoft and Anthropic announced a deal aimed at broadening the access users have to Anthropic’s Claude AI models that are running on Azure, with the AI vendor agreeing to buy $30 billion of compute capacity on Microsoft’s cloud infrastructure. …
… What is clear is that to service that OpenAI commitment, Microsoft is going to have to invest in AI infrastructure at the crazy rates of its peers: AWS, Google, and Meta Platforms. …
… Some prior investments in infrastructure are clearly paying off. As Q1 2026 came to an end, Google had shelled out $35.67 billion in capital expenses, and the company said that about 60 percent was for servers and 40 percent was for networking and datacenters. …
… That timing is not an accident, we think, because the GenAI boom hit in late calendar 2022 and the hyperscalers and cloud builders all pivoted their own investments away from their vast general purpose infrastructure and towards building a new class of AI supercomputers. …
… NeuBird is developing guardrails for autonomous approval of simple infrastructure changes adding a single node for resource starvation, for instance . …
… At the same time, the Nutanix Cloud Manager gets new features to help service providers operate and monetize AI infrastructure, with monitoring of AI infrastructure, and the ability to bill by GPU usage, API calls, or model consumption. “We are extending SP Central into GPU enabled systems where we… …