Blog

Quick Take: CQ4’24 Cloud Earnings

Steve McDowell February 14, 2025

The top three US public cloud providers — Amazon Web Services (AWS), Microsoft Azure, and Google Cloud — each reported strong but slightly decelerating growth for calendar Q4 2024. The increasing importance of AI workloads, rising capital expenditures, and shifts in customer spending patterns all impacted earnings and guidance for the quarter.

Infrastructure News Roundup: January 2025

Steve McDowell February 3, 2025

January isn’t usually a big month for announcements related to enterprise infrastructure, but then this isn’t a normal January. Let’s look at what happened.

The AI Debate at Davos: Concerns and Controversies Surrounding Stargate

Steve McDowell January 27, 2025

The annual World Economic Forum in Davos is known for sparking high-profile discussions on global challenges, and this year was no exception. Against the backdrop of the recently announced $500 billion Stargate Project — an ambitious AI infrastructure initiative led by OpenAI, SoftBank, and Oracle—prominent figures in artificial intelligence (AI) raised concerns about the future of the technology and its societal implications.

Meta’s AI Ambitions in the Wake of Stargate

Steve McDowell January 27, 2025

As the tech world buzzes about Project Stargate, Meta has quietly, but assertively, announced its own transformative AI initiatives. While the $500 billion Stargate Project promises to build exclusive, centralized AI infrastructure for OpenAI, Meta is charting a different course. With a focus on scalability, accessibility, and open-source innovation, Meta’s AI moves reflect a strategic vision that balances ambition with practicality.

Quick Take: CoreWeave & IBM Partner on NVIDIA Grace Blackwell Supercomputing

Steve McDowell January 15, 2025

IBM and CoreWeave, a leading AI specialty AI cloud provider, together announced a collaboration to deliver one of the first NVIDIA GB200 Grace Blackwell Superchip-enabled AI supercomputers to market.

Quick Take: Datadog Acquires Log Search Provider Quickwit

Steve McDowell January 13, 2025

Datadog announced the acquisition of Quickwit, a cutting-edge provider of search and indexing software for petabyte-scale log datasets. The acquisition should enhance Datadog’s capabilities in observability, security, and data analytics by integrating Quickwit’s cost-efficient, high-performance search technology into its product suite.