Oracle’s massive OpenAI deal raises equally big questions
Oracle and OpenAI have reportedly struck a five-year, $300 billion cloud computing deal The deal raises questions about how OpenAI will pay but also about what exactly it’s buying, analysts said The rapidly shifting AI landscape could well derail the...
Sovereign AI demand is shaking up the cloud market
The hyperscalers still dominate the cloud market, but they haven’t yet cornered sovereignty demand AI is driving a need for more sovereign cloud solutions and neocloud players have jumped at the opportunity The sovereign cloud market is expected to grow...
Analysts respond to VMware Explore with a big yawn
The biggest announcement to come out of the show was VCF 9.0, which saw VMware return to its focus on private cloud It’s not clear if VCF 9.0 will be enough to win over customers and partners upset over price...