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Broadcom is making VMware licensing more expensive for smaller businesses by raising the minimum core requirement from 16 to 72. This change forces customers with lower-core servers to pay for capacity they don’t use. Those who miss renewal deadlines will also face a 20% price hike. As Broadcom shifts focus to larger enterprises, smaller businesses may need to explore alternative solutions to manage rising costs.
Microsoft has canceled or deferred 2GW of data center projects across the US and Europe, signaling a potential shift in AI-driven infrastructure investments. While analysts debate whether this indicates oversupply, Microsoft remains committed to its $80 billion AI data center expansion in 2025. With hyperscalers pouring billions into AI, concerns of an investment bubble are growing, echoing warnings from Alibaba’s chairman.
Leaseweb has partnered with CDNetworks to enhance its Multi-CDN capabilities, boosting speed, security, and scalability for digital services worldwide. The collaboration strengthens Leaseweb’s infrastructure, optimizing performance for media, gaming, SaaS, and AdTech industries. With CDNetworks’ 2,800+ global PoPs, Leaseweb customers can expect reduced latency and seamless content distribution, even under heavy traffic. This strategic alliance positions both companies at the forefront of next-gen content delivery solutions.
Cybersecurity firm Blackwall, formerly BotGuard, is making waves with a rebrand and global expansion. Led by sales executive Shoko Nagao, the company is shifting beyond bot mitigation to a full-suite, pre-server security approach. Blackwall’s proactive filtering reduces server load while offering hosting providers a scalable, revenue-generating solution. With fresh investment, the company is set to grow across North America, Latin America, and Asia-Pacific.
Microsoft is rolling out Researcher and Analyst, two AI-driven tools designed to enhance deep research and data analysis within Microsoft 365 Copilot. Researcher leverages OpenAI’s reasoning models for strategic insights, while Analyst refines complex data queries using Python. Available in April through Microsoft’s Frontier program, these tools integrate web data and workplace intelligence, aiming to redefine AI-assisted research for businesses and professionals.
Digital Realty has launched FRA18, a new data center at Digital Park Fechenheim in Frankfurt, blending cutting-edge AI and HPC capabilities with historic architecture. The facility debuts with 6.4MW capacity, set to expand to 16MW, and features heat reuse technology in partnership with Mainova. Located in the former Neckermann headquarters, FRA18 preserves its industrial heritage while powering Germany’s digital future.
