Tired: Software. Wired: Cloud data centers
Today: AWS and Google put the capital expenditures pedal to the metal as demand for enterprise AI surges, OpenAI ramps up its enterprise attack, and the latest enterprise moves.
Today: a deep dive into Red Hat's decision to take on the rebuilders, Microsoft's curious definition of "all-up," and this week's enterprise moves.
Red Hat is probably the most successful open-source enterprise software company in the history of tech. For many years that success has existed in tension with the open-source software community, and this summer that tension rose to a new level.