Cloud Computing

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Key Facts

Key PlayersAWS, Azure, Google Cloud

AI AdoptionAdvanced

Use CasesAI-as-a-Service, Auto-scaling, MLOps

Top News

Cipher Digital Extends Barber Lake Data Center Lease to 20 Years, Securing $9 Billion Revenue

Cipher Digital announced a transformative 20-year lease extension for its Barber Lake data center in Colorado City, Texas, increasing total contracted revenue from $3.8 billion to over $9 billion. The deal includes a binding commitment from a leading AI lab to occupy the facility for 10 years after the initial Fluidstack lease expires.

Business3 sources

Cipher Digital Extends Barber Lake Data Center Lease to 20 Years, Securing $9 Billion Revenue

Business3 sources

Data center IPO hopefuls navigate tougher market as investor scrutiny intensifies

Singapore-based DayOne plans a November IPO targeting $5 billion at a $20 billion valuation, even as SoftBank-backed SB Energy postpones its $60 billion offering. Higher interest rates and mounting investor scrutiny are reshaping the data center IPO landscape, favoring operators with diversified customers and secured power supply over single-customer projects.

Business4 sources

Data center IPO hopefuls navigate tougher market as investor scrutiny intensifies

Business4 sources

Anthropic Signs $11.6 Billion Cloud Deal with Akamai, Potentially Reaching $20 Billion

Anthropic has signed an $11.6 billion, seven-year cloud services agreement with Akamai Technologies for CPU-based AI workloads. The deal could expand by $9 billion to reach $20 billion total. Akamai issued Anthropic a warrant for up to 5% of its common stock, marking the first time the company has attached equity to a cloud deal. Akamai shares surged 17% in after-hours trading following the announcement.

Business15 sources

Anthropic Signs $11.6 Billion Cloud Deal with Akamai, Potentially Reaching $20 Billion

Business15 sources

BlackRock and IFM Investors in Exclusive Talks for $25 Billion Stack Infrastructure Data Center Deal

A BlackRock and IFM Investors consortium has entered exclusive negotiations to acquire Stack Infrastructure's Asia Pacific data center portfolio for up to $25 billion. The deal, involving the Artificial Intelligence Infrastructure Partnership, targets facilities across Tokyo, Osaka, Sydney, Melbourne and Johor Bahru as global investors rush into AI-related infrastructure amid surging demand for cloud computing and AI services.

Business2 sources

BlackRock and IFM Investors in Exclusive Talks for $25 Billion Stack Infrastructure Data Center Deal

Business2 sources

Databricks Acquires Row Zero to Bring Governed Spreadsheets to Its $190B AI Platform

Databricks has acquired Seattle-based spreadsheet startup Row Zero to integrate enterprise spreadsheets directly into its Genie AI platform. The deal addresses security and governance risks while giving business teams a familiar interface to analyze live enterprise data without leaving their governed data environment.

Technology7 sources

Databricks Acquires Row Zero to Bring Governed Spreadsheets to Its $190B AI Platform

Technology7 sources

BNP Paribas Signs Google Cloud AI Partnership But Keeps Sensitive Data Off Public Cloud

BNP Paribas announced a five-year AI partnership with Google Cloud to deploy agentic AI and Gemini models across its operations. Despite the deal, the French bank will keep sensitive customer data and critical operations off public cloud infrastructure, maintaining its on-premise systems for medical information and highly confidential data while using Google technology for less sensitive workflows.

Technology5 sources

BNP Paribas Signs Google Cloud AI Partnership But Keeps Sensitive Data Off Public Cloud

Technology5 sources

CoreWeave Stock Surges on Analyst Upgrades and New AI Computing Deal Despite Wall Street Divide

CoreWeave stock climbed 1.6% after UBS initiated coverage with a Buy rating and $120 price target, citing strong demand for AI computing power. JPMorgan upgraded shares to $125, highlighting premium pricing on short-term contracts. The AI cloud company also secured a multi-year deal with Harell Data for biotech AI training on NVIDIA GPUs.

Business3 sources

CoreWeave Stock Surges on Analyst Upgrades and New AI Computing Deal Despite Wall Street Divide

Business3 sources

Hashgraph IBM Partnership Delivers AI Identity Solution as Enterprises Face Agent Authorization Crisis

The Hashgraph Group has secured a listing for its IDTrust platform on IBM's cloud marketplace through a global partnership. The tool provides verifiable digital identities for AI agents as Gartner projects 40% of enterprise applications will embed task-specific AI agents by end of 2026.

Technology2 sources

Hashgraph IBM Partnership Delivers AI Identity Solution as Enterprises Face Agent Authorization Crisis

Technology2 sources

Microsoft commits $10 billion Gulf investment for cloud and AI infrastructure amid regional tensions

Microsoft announced plans to invest over $10 billion across the United Arab Emirates, Saudi Arabia, Qatar, and Kuwait by 2030, focusing on cloud and AI infrastructure. Vice Chair Brad Smith confirmed the aggressive spending schedule continues despite ongoing geopolitical tensions, with digital resilience becoming a central pillar of the company's regional strategy.

Business4 sources

Microsoft commits $10 billion Gulf investment for cloud and AI infrastructure amid regional tensions

Business4 sources

KIDZ AI Secures Open Compute Project Membership to Strengthen AI Data Center Infrastructure Strategy

Education technology company KIDZ AI has joined the Open Compute Project as a Bronze Member to advance its GPU computing and AI data center infrastructure capabilities. The membership enables access to industry standards for high-density rack design, advanced cooling, and power architecture as the company expands beyond its core EdTech operations into enterprise AI infrastructure.

Business2 sources

KIDZ AI Secures Open Compute Project Membership to Strengthen AI Data Center Infrastructure Strategy

Business2 sources

Asus Laptops Now Include Free 3-Month Google AI Pro and Plus Subscriptions in New Partnership

Asus announced a promotional partnership with Google offering 3-month Google AI subscription access at no extra cost for select Asus and ROG laptops. The AI subscription offer includes Google AI Pro with 5TB cloud storage or Google AI Plus with 400GB storage, running from August 10, 2026 to August 9, 2027 in India.

Technology3 sources

Asus Laptops Now Include Free 3-Month Google AI Pro and Plus Subscriptions in New Partnership

Technology3 sources

Fastly Stock Sees Wild Swings as AI Security Push Meets Investor Day Reality

Fastly stock experienced dramatic volatility following its Investor Day, surging 16.2% after revelations showed it handles 29.3% of Meta Muse AI assistant traffic. The rally reversed with a 6.9% drop as analysts questioned whether AI traffic volumes translate to meaningful profits despite new AI security products.

Business5 sources

Fastly Stock Sees Wild Swings as AI Security Push Meets Investor Day Reality

Business5 sources

Alibaba Cloud Expands Data Centers to Europe and Middle East with New AI Infrastructure Push

Alibaba Cloud announced major data center expansion across Europe and the Middle East at its annual Apsara Conference. The company will establish its first cloud regions in Finland, Netherlands and Turkey while expanding facilities in Germany, France, UAE, Malaysia and Hong Kong over the next 12 months.

Business3 sources

Alibaba Cloud Expands Data Centers to Europe and Middle East with New AI Infrastructure Push

Business3 sources

Nscale Buried ByteDance Deal Accounting for 73% of Revenue Ahead of $35 Billion IPO

UK-based AI cloud provider Nscale failed to prominently disclose that ByteDance contributed $24 million of its $33 million revenue in 2025 through access to 2,304 Nvidia B200 chips at its Norway data center. The relationship only surfaced in an obscure loan document filed alongside the company's IPO paperwork, raising questions about transparency as the firm seeks a $35 billion valuation.

Business5 sources

Nscale Buried ByteDance Deal Accounting for 73% of Revenue Ahead of $35 Billion IPO

Business5 sources

Coforge Expands AgenticOps to Scale Enterprise AI Autonomy with 98.2% Accuracy

Coforge announced expanded AgenticOps capabilities to help enterprises deploy AI agents at scale. The company now works with over 160 clients, with 37 achieving 98.2% accuracy across 392 secure environments. AgenticOps addresses critical gaps in governance, security, and cost control as organizations move AI from pilot to production.

Technology2 sources

Coforge Expands AgenticOps to Scale Enterprise AI Autonomy with 98.2% Accuracy

Technology2 sources

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