As businesses strive to innovate faster than ever before — and more securely — on thing is certain: infrastructure matters. Hosted by Camberley Bates, Keith Townsend, and Dion Hinchliffe, Infrastructure Matters explores the latest developments in hybrid cloud computing and the technology that underpins it.
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As businesses strive to innovate faster than ever before — and more securely — on thing is certain: infrastructure matters. Hosted by Camberley Bates, Keith Townsend, and Dion Hinchliffe, Infrastructure Matters explores the latest developments in hybrid cloud computing and the technology that underpins it.
AI Disruption, Big Tech Gains and the $500 Billion Bet on Infrastructure - Episode 80
Infrastructure Matters
28 minutes 12 seconds
6 months ago
AI Disruption, Big Tech Gains and the $500 Billion Bet on Infrastructure - Episode 80
On this week’s episode of Infrastructure Matters, we unpack a flurry of headlines shaping the enterprise tech landscape. ServiceNow, SAP, and HPE all post solid earnings, while Google Cloud continues its impressive streak with a 28% year-over-year growth. Dion Hinchcliffe flags a sobering report from AlixPartners warning that over 100 public software firms are on the brink of disruption by AI-native challengers and hyperscalers. We also cover Oracle’s cloud security concerns, the EU’s massive $200B InvestAI initiative, and Nvidia’s jaw-dropping $500B U.S. AI infrastructure plans with partners TSMC and Foxconn. Plus, Dell refreshes its storage portfolio—from PowerEdge to PowerStore—to better serve emerging AI workloads, and we close with highlights from the latest DORA AI report.
Infrastructure Matters
As businesses strive to innovate faster than ever before — and more securely — on thing is certain: infrastructure matters. Hosted by Camberley Bates, Keith Townsend, and Dion Hinchliffe, Infrastructure Matters explores the latest developments in hybrid cloud computing and the technology that underpins it.
