The quiet infrastructure crisis
Benedikt Langer
AdvertisementIn partnership with BRESSNER Technology, a HIPER Global Company Industry, healthcare and ...
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Topic
ICT Infrastructure
ICT infrastructure analysis for C-level decision makers: data centers, network backbones, cloud foundations.
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Oracle Makes Customers Fund Its AI Expansion Upfront
Eva Mickler
Oracle released its results for the first quarter of fiscal 2027 on 10 September 2026. The company ...
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SLB buys Kelvion: 3.5 billion euros for AI cooling
Bernhard Liebl
Oilfield technology group SLB, formerly Schlumberger, is buying Herne-based heat exchanger maker Kelvion ...
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Washington decides which AI is allowed to run here
Eva Mickler
In just eight days, Washington has shifted the dispute over Chinese AI models from analysis to the ...
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Why Your Cloud Bill Never Gets Smaller
Bernhard Liebl
The cloud bill climbs month after month, even though no one deliberately orders more. Unused resources ...
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AI cloud commitments: Capex pace turns uncomfortable
Angelika Beierlein
Hyperscalers continue to expand. Yet analysts and earnings calls point to a slower growth rate in capital ...
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The Billion-Dollar Gamble of the Hyperscalers and Their Cloud Tab
Bernhard Liebl
The major cloud providers are investing the equivalent of around €580 billion in data centres by 2026, ...
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Sovereign Cloud: When the Premium Price Truly Pays Off
Alec Chizhik
More and more CIOs in Western Europe want to expand their local cloud usage. At first glance, this seems ...
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IT Budget 2026: The End of the 70/30 Rule
Eva Mickler
70 percent for operations, 30 percent for innovation: many IT budgets still hinge on this rule of thumb. ...
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VMware under Broadcom: The Exit Plan as a Lever
Bernhard Liebl
A VMware bill of 500,000 euros a year turns into two million under Broadcom. Such jumps are no longer ...
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