#hyperscalers

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fromComputerWeekly.com
19 hours ago

Forrester Technology & Innovation Summit preview: Digital sovereignty in the public cloud | Computer Weekly

Given that corporate IT relies heavily on cloud-based infrastructure and services delivered via the public cloud, access to the data held in the cloud is paramount. Should all mission-critical data be held on-premise? What roles should digital sovereignty and digital residency play in a corporate IT strategy? These are among the questions being discussed at Forrester's forthcoming Technology & Innovation Summit in London.
Software development
#vmware
fromArs Technica
4 days ago

35 percent of VMware workloads expected to migrate elsewhere by 2028

During Gartner's event, Palmer posited that Broadcom's VMware doesn't view hyperscalers as strategic partners and vice versa. AWS took issue with Broadcom disallowing AWS and its channel partners to resell VMware Cloud on AWS, telling CRN in May 2024 that it was "disappointed" by the news. Still, hyperscalers, including AWS, have remained interested in doing business with VMware end users "because they know over time they will convert you to 'proper cloud,'" Palmer said.
Software development
Artificial intelligence
fromFortune
6 days ago

Is the AI bubble about to burst? There's increasing evidence that it might be | Fortune

AI adoption signals and investor sentiment point to rising risk of an AI valuation bubble if corporations reduce large-scale AI investment.
Artificial intelligence
fromFortune
1 week ago

When AI's 'inevitable slowdown' comes it could tank the S&P 500 by up to 20%, Goldman Sachs says

A major slowdown in hyperscaler AI capex could cut the S&P 500 valuation multiple by up to 20%, though current valuations remain below bubble peaks.
Artificial intelligence
fromTheregister
1 week ago

Goldman Sachs warns AI bubble could burst datacenter boom

AI-driven datacenter demand will surge 50% by 2027 and sector energy use will double by 2030, though AI adoption may underperform current expectations.
fromInfoWorld
2 weeks ago

Overseas enterprises and US sovereign clouds

In recent years, the global conversation around cloud computing has shifted from a focus on technology to geopolitics. Data sovereignty, privacy, and control are now top concerns for enterprises outside the United States-especially across Europe, the UK, Asia, and Africa. Regulations and shifting political winds are prompting companies to reassess the risks of storing their data in the hands of foreign-most notably, American-companies.
EU data protection
#cloud-computing
European startups
fromInfoWorld
4 months ago

Breaking the cloud monopoly

Enterprises are moving away from hyperscalers as they seek more control over data and cost management, diversifying platforms for AI applications.
European startups
fromTheregister
4 months ago

Europe's cloud customers eyeing exit from US hyperscalers

European customers are increasingly considering alternatives to US hyperscalers due to geopolitical concerns and shifting attitudes towards data sovereignty.
Artificial intelligence
fromInfoWorld
2 months ago

Sovereign clouds in the age of cost control and AI

Sovereign clouds offer a viable alternative for enterprises seeking control, cost transparency, and efficiency without relying on hyperscalers.
Artificial intelligence
fromTheregister
2 months ago

Germany asks if US hyperscalers hold keys to AI kingdom

Three American hyperscalers dominate AI by controlling essential compute infrastructure and data access, raising concerns about competition in the market.
Artificial intelligence
fromIT Pro
3 months ago

Global cloud spending might be booming, but AWS is trailing Microsoft and Google

Cloud infrastructure spending surged to $90.9 billion in Q1 2025, fueled by AI adoption.
Hyperscalers are investing in AI infrastructure to optimize costs related to inference.
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