… AI is certainly one of them, but organizations also are seeing more data storage and processing pushing out to the edge , which is becoming a central focus of enterprise compute and a challenge in areas from visibility to security to efficiency. “The edge is growing, so the problem is growing,” Kri… …
… To help cover its datacenter expansion costs, CoreWeave said this morning that it was doing a private offering of $1.25 billion in senior notes that would come due in 2031, and by the afternoon, that amount was raised to $1.75 billion in notes. …
… This classic AI expansion, which started in earnest in 2014 or so, added a new workload to the datacenter, and the GenAI revolution is well on the way to doubling the overall size of IT spending globally. …
… In all, Nvidia’s datacenter revenue was $193.7 billion and $62.3 billion, respectively. …
… Datacenter networking accounted for $320 million, up 3.3X. …