Constellation Insights
March 11, 2024

Oracle's Q3 IaaS revenue up 49%

"We expect to continue receiving large contracts reserving cloud infrastructure capacity because the demand for our Gen2 AI infrastructure substantially exceeds supply—despite the fact we are opening new and expanding existing cloud datacenters," said Oracle CEO Safra Catz.

Constellation Insights
February 18, 2024

Nvidia's uncanny knack for staying ahead

Nvidia's ability to stay ahead of the curve is fascinating. Nvidia has dominated generative AI with GPUs that until recently were the only game in town for accelerated computing, but should a new buzzword turn up CEO Jensen Huang will be riding that wave too.