Oracle CTO Larry Ellison hit the stage with AWS CEO Matt Garman to talk about their multicloud partnership and optimizing. Ellison also talked about Oracle's autonomous security efforts to prevent ransomware, identity theft and other attacks.
Alibaba said it saw "double-digit public cloud growth and increasing adoption of AI-related products." AI-related product revenue grew at a triple-digit pace.
DigitalOcean Holdings' strong second quarter results highlight how a new breed of cloud compute providers are gaining traction due to AI workloads and access to Nvidia GPUs.
Enterprises are beginning to leverage data centers for generative AI workloads, but it's more of a progression in conjunction with hybrid cloud deployments.
Amazon Web Services' sales growth in the second quarter accelerated to 19% amid a mixed quarter for Amazon overall.
Microsoft delivered a better-than-expected fourth quarter and said Azure revenue growth was up 29%.
Hewlett Packard Enterprise and Nvidia teamed up to launch a set of private cloud offerings and integrations designed for generative AI workloads. Nvidia AI Computing by HPE will be available in the fall.
GPU instances are taking a larger share of cloud enterprise spending and now are 14% of compute costs compared to 10% a year ago, according to a Datadog report analyzing AWS customer usage.
Brian Ames, senior manager of production AI and data products at General Motors, said the company has stood up its data factory and plans to layer in generative AI capabilities in the next year.
Here are the details of the Oracle and Google Cloud tie-up followed by the OpenAI deal and the not-too-surprising strong cloud results.
Don't look now, but AI-optimized servers and infrastructure may be the most trendy innovation corner of technology. And the release cycle looks like it was ripped out of the Apple and Samsung playbooks.
Microsoft announced a bevy of additions to Azure including AMD Instinct MI300X instances, Cobalt 100 instances in preview and the latest OpenAI model, GPT-4o, in Azure OpenAI Service.
