1. Oracle's growth trajectory remains strong despite supply constraints and geopolitical risks; 2. Cloud services, now 77% of revenue, are driving growth with significant contributions from AI demand and OCI partnerships; 3. Capital investments are set to double in eFY25, with a large data center under construction.
Recent #cloud services news in the semiconductor industry
➀ Microsoft is notifying Mail and Calendar app users to switch to free web-based Outlook; ➁ The app will stop working after December 31, 2024; ➂ Users are encouraged to migrate by the end of 2024 for seamless transition.
➀ The rise of AI Neoclouds and their impact on the computing industry; ➁ The different types of providers in the AI Neocloud market, including traditional hyperscalers, Neocloud giants, emerging Neoclouds, and brokers/platforms/aggregators; ➂ Key considerations for building an AI Neocloud, such as cluster BoM, deployment, funding, and daily operations; ➃ Optimization strategies for the BoM, including CPU selection, memory, storage, and network considerations; ➄ Best practices for network management and software packages, including driver installation, user experience, and software requirements; ➅ Multi-tenancy considerations and best practices for isolation and storage management; ➆ Monitoring and common errors in Neocloud operations; ➇ Tips and testing for Neocloud operations, including SLURM topology and NCCL testing; ➈ Cluster deployment and acceptance testing, as well as daily operations and common issues.
➀ IBM has conducted a secret mass layoff in its cloud services department, impacting thousands of employees; ➁ The layoffs primarily targeted senior program, sales, and technical support staff, with most affected employees aged 50-55 and with 20-24 years of tenure; ➂ IBM closed its China R&D department last month, affecting over 1000 employees; ➃ IBM's revenue has been declining significantly, prompting the company to downsize with approximately 3900 layoffs globally in 2023.
➀ u-blox introduces CloudTrack, an end-to-end asset-tracking service that redefines the IoT landscape; ➁ The service offers ultra-low-power positioning, global connectivity, and seamless cloud integration; ➂ It provides businesses with transparent, pay-as-you-go pricing without hidden fees or concerns about data usage.
1. Apple has confirmed multiple service outages affecting Apple Books, Find My, Game Center, iCloud Mail, iCloud Web Apps, iWork for iCloud, Mac App Store, News, Photos, and Stocks. 2. The outages began around 12:15 PM Eastern Time and were resolved by 7:46 PM EST. 3. The cause of the outages has not been disclosed by Apple.