… That made licensing, pricing, route to market, capabilities across all these offers extremely hard for our customers to truly understand them.” It also meant that much of the responsibility for integrating these capabilities together was put on the users. …
HPE Throws VM Users A Lifeline, Unifying Containers And VM Management In Cloud Stack It has been more than two years now since Broadcom spent $69 billion to buy virtualization giant VMware and in short order rattled the cages of enterprises and the wider tech industry by announcing significant pric… …
Control Red Hat Woos VMware Shops With OpenShift Virtualization Engine Broadcom’s $61 billion acquisition of VMware in November 2023 and the subsequent changes to venerable virtualization company’s business model and pricing have rankled many long-time enterprise users, a situation that has been hi… …
CLOUD Broadcom Makes Its Pitch To Run Kubernetes On VMware VCF Broadcom’s $69 billion acquisition of virtualization pioneer VMware in late 2023 sent ripples through the tech industry that unsurprisingly focused on the skyrocketing price increases of as much as 300 percent to more than 1,000 percent… …
… In as much as cloud is just a delivery and pricing model, it is interesting that the Microsoft Cloud had $51.51 billion in sales, up 26.2 percent, with gross profits of $34.51 billion, up 20.8 percent. …
… Software licensing revenues for stuff that is presumably closed source wiggles up and down here and there and is generally growing. …
…license to OpenAI models (including access to source code) in exchange for big investments and what we presume were access to GPU clusters on its Azure cloud at a reasonably discounted price…
…The hyperscalers and cloud builders all want to pair their Arm CPUs to Nvidia GPUs, AMD GPUs, and homegrown XPUs, and in some cases they will use licensed NVLink Fusion ports and…
AI Nvidia Finally Admits Why It Shelled Out $20 Billion For Groq Back in late December , Nvidia did a $20 billion “acquihire” of most of the development team at Groq and licensed…
…the hyperscalers and cloud builders and leading to the enormous spending by the model builders who want to license their token chewing and token spewing software to the enterprises and sovereigns of…