Synergy Interactive Analysis| www.srgresearch.com
“The technology might be expensive, but it is creating new services that are bringing in tens of billions of dollars for the cloud providers,” Synergy Research Group Chief Analyst John Dinsdale said.| CIO Dive
AWS, Microsoft and Google accounted for 59% of all hyperscale compute capacity as the number of large facilities grew to more than 1,100 last year, Synergy Research Group said.| CIO Dive
The company will keep fueling infrastructure spend to support AI and cloud, amid what CEO Andy Jassy described as a “once-in-a-lifetime” opportunity.| CIO Dive
Andy Jassy justified company plans to keep investing in the technology, which he described as a “once-in-a-lifetime reinvention of everything we know,” in a letter to shareholders on Thursday.| CIO Dive
Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy Hood said.| CIO Dive
The majority of the spending will target technical infrastructure, including servers and data centers, CFO Anat Ashkenazi said Tuesday.| CIO Dive
The tech giant will funnel more than half of the investments into U.S.-based facilities, Microsoft Vice Chair and President Brad Smith said Friday.| CIO Dive
A golden opportunity lies ahead for America to harness the transformative power of AI—today’s electricity—to revolutionize the economy, secure global leadership, and build a foundation for prosperity through innovation, skilling, and international collaboration.| Microsoft On the Issues
