For years, cloud-based HPC and AI workloads could easily get managed Lustre file systems, but IBM’s GPFS was a DIY project. Now, services firm Sycomp has packaged GPFS into a managed “Infrastructure as Code” offering for Google Cloud and Microsoft Azure, automating many of the complex operations.
Broadcom’s CEO revealed Anthropic placed over $21 billion in orders for Google’s AI chips. This comes as a new executive order on AI preemption ignites a political battle. The collision of capital and policy is defining the next phase of the AI race.
Oracle’s latest earnings report left Wall Street scratching its head. Revenue and cash flow missed targets, sending shares tumbling. Yet, most analysts are holding onto their long-term buy ratings, betting big on AI.
Oracle’s cloud revenue jumped 33% to $8 billion, fueled by AI demand. But with analysts forecasting $100B in buildout costs, the new co-CEOs detailed their unique, capital-conscious approach to expansion.
Australian Data Centres has acquired a long-standing Verizon data center campus in Canberra. The move adds a second operational site in the capital and is part of ADC’s national expansion plans.
In a new interview, Coreweave’s CEO addressed the company’s rocky IPO, its meme-stock-like volatility, and the controversial “circular” investments defining the AI boom. He argues they’re simply building a new kind of cloud company, and that requires unconventional tactics.
Today’s tech briefing shows a market in correction. AI ambitions are being scaled back as companies like Microsoft and OpenAI adjust their sky-high revenue expectations. Meanwhile, a long-standing Windows security quirk gets a patch.
Data center operator DayOne has secured a major €500 million financing facility from Brookfield. The funds are earmarked for its development projects in Lahti and Kouvola, Finland.
Microsoft is reportedly in talks to move its custom chip design business from Marvell to Broadcom. Meanwhile, former WarnerMedia CEO Jason Kilar is leading a vocal charge against a rumored Netflix-Warner Bros. Discovery merger, calling it an “anti-monopoly nightmare.”
Netflix CEO Ted Sarandos is framing his company as Hollywood’s savior while questioning the future of movie theaters. This comes as Netflix is on track to acquire Warner Bros. in a massive $82.7 billion deal that has directors like Christopher Nolan concerned.
