Amazon Will Spend Nearly A Year Of AWS Revenue On AI Investments was written by Timothy Prickett Morgan at The Next Platform.

Anthropic And OpenAI Show Why Musk Should Build A Cloud was written by Timothy Prickett Morgan at The Next Platform.

One of the geniuses of the cloud – perhaps the central genius – is that a big company that would have a large IT budget, perhaps on the order of hundreds of millions of dollars per year, and that has a certain amount of expertise creates a much, much larger IT organization with billions of dollars – and with AI now tens of billions of dollars – in investments and rents out the vast majority of that capacity to third parties, who essentially allow that original cloud builder to get their own IT operations for close to free. …

You Are Paying The Clouds To Build Better AI Than They Will Rent You was written by Timothy Prickett Morgan at The Next Platform.

The Sugar Daddy Boomerang Effect: How AI Investments Puff Up The Clouds was written by Timothy Prickett Morgan at The Next Platform.

AI Accelerates Cloud Revenues As Well As Cloud Investments was written by Timothy Prickett Morgan at The Next Platform.

Mixed Results For The Datacenter Thundering Thirteen In Q4 was written by Timothy Prickett Morgan at The Next Platform.

Amazon Gives Anthropic $2.75 Billion So It Can Spend It On AWS XPUs was written by Timothy Prickett Morgan at The Next Platform.

Hyperscalers Bringing Nvidia’s Grace-Blackwell Superchip To Their Clouds was written by Jeffrey Burt at The Next Platform.

How AWS Can Undercut Nvidia With Homegrown AI Compute Engines was written by Timothy Prickett Morgan at The Next Platform.

The On-Premises Empire Strikes Back At AWS was written by Timothy Prickett Morgan at The Next Platform.