Oracle’s AI binge rattles markets as Blue Owl flies off
Debt fears grow while Wall Street whispers about a popping bubble
Blue Owl Capital has walked away from talks to bankroll a $10 billion data centre for Oracle in Saline Township, Michigan, a flagship project meant to feed OpenAI.
IBM boss says hyperscalers are dreaming
Arvind Krishna tears into Big Tech’s data centre maths
IBM lead suit Arvind Krishna has warned that hyperscalers like Google and Amazon are shovelling cash into data centres at a rate that will never turn a profit.
AWS grabs Nvidia gear to muscle into the big AI leagues
Amazon arms its cloud with chip tech while rivals circle.
Amazon’s AWS outfit is strapping Nvidia’s prized NVLink Fusion into a future Trainium4 chip as it tries to lure heavyweight AI customers onto its cloud turf.
Nuvias UC cashes out of boxes so it can chase cloud money
Offloads hardware to Northamber
Nuvias UC has flogged its hardware arm to Northamber for £7.1 million (€8.3 million), handing the AV and UC distributor a tidy bundle of gear and specialist staff that fits neatly into its intelligent workplace ambitions.
SSD shortages are getting worse
Samsung just made sure of it
SSD shortages are here, prices are climbing, and the world’s largest NAND producer just took one foot off the gas.