Log in Subscribe
— Topic

Cloud Computing

21 briefings
Oracle Escalates Cloud Wars with Autonomous AI Database Evolution
Oracle Autonomous Database

Oracle Escalates Cloud Wars with Autonomous AI Database Evolution

Oracle's integration of AI-driven self-optimization and open standards aims to disrupt the cloud database market, challenging incumbents with the new 'Autonomous AI Lakehouse' strategy.

Jan 16, 2026 4 min read
Beyond Billable Hours: A 25-Year Veteran's Roadmap for the Future of IT Services
IT Services

Beyond Billable Hours: A 25-Year Veteran's Roadmap for the Future of IT Services

After 25 years in the industry, I'm arguing that the traditional IT services model is obsolete. Pressures from cloud, AI, and the demand for business outcomes require a fundamental transformation from reactive service provider to proactive, value-bas...

Jan 03, 2026 5 min read
Breaking the Monopoly: How Intel's Gaudi 3 is Reshaping the 2025 AI Infrastructure Stack
Intel Gaudi 3

Breaking the Monopoly: How Intel's Gaudi 3 is Reshaping the 2025 AI Infrastructure Stack

As cloud providers like IBM and Dell scale up Intel's latest AI accelerators, the data center market sees a shift toward open standards and cost-efficiency over raw speed.

Dec 28, 2025 3 min read
The Power Wall: How Infrastructure Constraints Are Stalling the $7 Trillion AI Race
Data Centers

The Power Wall: How Infrastructure Constraints Are Stalling the $7 Trillion AI Race

By late 2025, data center vacancies have hit record lows while rental rates soar. As the grid struggles to keep up, the AI boom faces its most significant physical barrier yet.

Dec 28, 2025 3 min read
OpenAI and AWS Forge $38 Billion Alliance: The End of Cloud Monogamy
OpenAI

OpenAI and AWS Forge $38 Billion Alliance: The End of Cloud Monogamy

In a massive shift for the AI industry, OpenAI secures $38 billion in compute from Amazon Web Services, signaling a new era of multi-cloud strategy and intensified infrastructure competition.

Dec 28, 2025 4 min read
Oracle and Ampere Redefine Cloud Density with New 192-Core Arm Instances
Oracle Cloud

Oracle and Ampere Redefine Cloud Density with New 192-Core Arm Instances

By deploying the massive AmpereOne processor, Oracle creates a high-density, consistent performance alternative to x86, challenging the proprietary silicon models of AWS and Google.

Dec 27, 2025 3 min read
The Arm Revolution Intensifies: Oracle's Strategic Bet on Ampere to Disrupt Cloud Compute
Oracle Cloud Infrastructure

The Arm Revolution Intensifies: Oracle's Strategic Bet on Ampere to Disrupt Cloud Compute

By deploying Ampere's high-core Altra processors, Oracle Cloud Infrastructure is claiming performance leadership over legacy x86 architectures while offering a distinct alternative to AWS Graviton.

Dec 26, 2025 4 min read
Microsoft Rewrites Storage Stack: Native NVMe in Windows Server 2025 Marks End of SCSI Legacy
Windows Server 2025

Microsoft Rewrites Storage Stack: Native NVMe in Windows Server 2025 Marks End of SCSI Legacy

By removing a 14-year-old compatibility layer, Microsoft's new native NVMe architecture delivers massive gains in IOPS and CPU efficiency for enterprise data centers.

Dec 26, 2025 3 min read
Oracle Wins Bid to Manage TikTok's US Operations in Historic Joint Venture
TikTok

Oracle Wins Bid to Manage TikTok's US Operations in Historic Joint Venture

A consortium led by Oracle and Silver Lake finalizes a deal to control TikTok's US arm, resolving national security concerns and averting a nationwide ban.

Dec 22, 2025 3 min read