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

Apple Launches $50 AI Usage Packs as It Prepares to Monetize Intelligence Features

Apple rolled out its first paid AI access option with $50 intelligence usage packs for Logic Pro users who exceed monthly limits. The move marks the beginning of Apple's AI monetization strategy, with usage limits planned for Siri AI and other cloud-based features that will eventually require fees or iCloud+ subscriptions.

Technology7 sources

Apple Launches $50 AI Usage Packs as It Prepares to Monetize Intelligence Features

Technology7 sources

E2E Networks Launches Blaze Pay-Per-Token AI Inference Service on 14.6 MW Sovereign AI Factory

E2E Networks launched Blaze, a pay-per-token AI inference service offering access to open AI models through a single OpenAI-compatible API. Built on NVIDIA GPU infrastructure hosted in India, the platform addresses rising demand for cost-efficient, low-latency inference as Indian enterprises shift from pilots to production deployments.

Technology2 sources

E2E Networks Launches Blaze Pay-Per-Token AI Inference Service on 14.6 MW Sovereign AI Factory

Technology2 sources

Bull and Schwarz Digits Partner to Build Sovereign European AI Computing Infrastructure

French supercomputer manufacturer Bull and Schwarz Digits signed a preliminary agreement to develop AI computing services operating entirely under European jurisdiction. The partnership combines Bull's supercomputing expertise with Schwarz Digits' STACKIT cloud platform to create a sovereign European AI and cloud stack targeting regulated sectors.

Technology2 sources

Bull and Schwarz Digits Partner to Build Sovereign European AI Computing Infrastructure

Technology2 sources

US Approves Nvidia AI Chips Sales to Chinese Firms with Empty Offices and Blacklisted Ties

An investigation uncovered that Chinese companies approved to purchase Nvidia's H200 chips operate from empty offices and have connections to sanctioned entities. Meanwhile, 600,000 chips remain stockpiled in Hong Kong as Beijing restricts imports, highlighting how geopolitical tensions are reshaping global AI hardware trade.

Policy24 sources

US Approves Nvidia AI Chips Sales to Chinese Firms with Empty Offices and Blacklisted Ties

Policy24 sources

Apple Warns Unprecedented Memory Costs and Siri AI Spending Will Squeeze Holiday Profits

Apple projects gross margins will fall to 45-46% during the December quarter, down from 47.9%, as the company grapples with soaring memory chip prices and mounting Siri AI cloud costs. Despite forecasting strong 7-10% revenue growth, new CEO John Ternus called current memory pricing unprecedented in his first earnings call.

Business4 sources

Apple Warns Unprecedented Memory Costs and Siri AI Spending Will Squeeze Holiday Profits

Business4 sources

Microsoft and Lumen expand partnership to jointly sell networking solutions for AI workloads on Azure

Microsoft and Lumen Technologies announced an expanded partnership to co-sell networking infrastructure for companies running AI workloads on Azure. The collaboration addresses connectivity challenges across public clouds, private data centers, and offices, with Lumen bringing its cloud networking suite to Azure customers.

Business2 sources

Microsoft and Lumen expand partnership to jointly sell networking solutions for AI workloads on Azure

Business2 sources

CrowdStrike stock surges 114% in 2026 as AI security demand accelerates, Deutsche Bank sees more upside

CrowdStrike Holdings has more than doubled in 2026, climbing 114% year-to-date as AI adoption fuels cybersecurity spending. Deutsche Bank upgraded the stock to buy with a $300 price target, arguing investors underestimate how AI will expand the security market. The firm deepened partnerships with Nvidia, Dynatrace, and CoreWeave to protect AI workloads and cloud infrastructure.

Business2 sources

CrowdStrike stock surges 114% in 2026 as AI security demand accelerates, Deutsche Bank sees more upside

Business2 sources

LLMjacking Attacks Cost Victims $100K Daily as Criminals Hijack Enterprise AI Access

Criminals are hijacking enterprise access to Large Language Models through stolen API keys and cloud credentials, generating fraudulent cloud charges exceeding $100,000 per day. Google's Mandiant documented cases where cumulative charges reached $1 million before victims revoked access, revealing a specialized cybersecurity threat ecosystem.

Technology6 sources

LLMjacking Attacks Cost Victims $100K Daily as Criminals Hijack Enterprise AI Access

Technology6 sources

Sam Altman Backtracks on RAM Shortage Comments After Public Outcry Over AI Data Centers

OpenAI CEO Sam Altman sparked controversy by calling consumer PC RAM usage 'quite terrible' during a podcast interview, suggesting memory should prioritize AI data centers. After facing sharp backlash and mockery from Elon Musk, Altman clarified he supports ramping up global RAM production for everyone.

Entertainment42 sources

Sam Altman Backtracks on RAM Shortage Comments After Public Outcry Over AI Data Centers

Entertainment42 sources

SanDisk reveals 88% of new revenue came from AI data centers as demand for memory chips soars

SanDisk reported fiscal Q1 revenue of $11.03 billion, up 23% sequentially, with data center revenue jumping 61% to $4.8 billion. The memory maker attributed nearly 90% of its quarterly growth to AI infrastructure spending by hyperscalers, while traditional Edge and consumer segments showed mixed results.

Business4 sources

SanDisk reveals 88% of new revenue came from AI data centers as demand for memory chips soars

Business4 sources

Google Cloud explodes with 103% growth as TPU systems fuel $30.7 billion in quarterly sales

Google Cloud achieved record-breaking 103% revenue growth in Q3, reaching $30.7 billion, driven by surging demand for its Tensor Processing Units. CEO Thomas Kurian highlighted TPU systems as a major contributor, with over 100 customers now using the specialized AI infrastructure across enterprises, financial institutions, and AI labs.

Business2 sources

Google Cloud explodes with 103% growth as TPU systems fuel $30.7 billion in quarterly sales

Business2 sources

UK Commits £60M to AI Sovereignty Fund as Dependence on Foreign Tech Raises Security Concerns

The UK government added £60 million to its Sovereign AI Fund to reduce reliance on foreign tech giants who control 70-90% of the cloud market. Recent rogue AI incidents and jurisdictional vulnerabilities under the US CLOUD Act have exposed national security risks, prompting calls for true digital sovereignty beyond sovereignty-washing by US hyperscalers.

Policy3 sources

UK Commits £60M to AI Sovereignty Fund as Dependence on Foreign Tech Raises Security Concerns

Policy3 sources

Fujifilm to Increase Magnetic Tape Production Fivefold as AI Storage Demand Surges

Fujifilm announced a $63 million investment to boost magnetic tape production capacity fivefold by fiscal 2028, marking its largest tape facility investment in 20 years. The expansion at its Odawara plant responds to surging AI storage demand, with cloud providers and data centers increasingly adopting LTO Ultrium10 tapes for cost-effective, secure data backup and archiving.

Business5 sources

Fujifilm to Increase Magnetic Tape Production Fivefold as AI Storage Demand Surges

Business5 sources

F5 and Oracle Join Forces to Strengthen Application Security on Oracle Cloud Infrastructure

F5 Inc. and Oracle Corp. announced plans to integrate F5's web application and API protection technology directly into Oracle Cloud Infrastructure. The collaboration aims to help organizations defend critical applications and APIs against AI-powered cyber threats through virtual patching and AI runtime defense, reducing reliance on specialized security expertise.

Technology2 sources

F5 and Oracle Join Forces to Strengthen Application Security on Oracle Cloud Infrastructure

Technology2 sources

Microsoft OpenAI Revenue Reaches $10 Billion in Single Quarter, Exceeding Xbox and Bing Combined

Microsoft disclosed $10 billion in quarterly revenue from OpenAI, representing 11% of its total earnings—more than Xbox and Bing combined. The figure highlights the massive financial ties between the companies despite loosening partnership terms and Microsoft's shift toward building its own AI models and diversifying cloud providers.

Business3 sources

Microsoft OpenAI Revenue Reaches $10 Billion in Single Quarter, Exceeding Xbox and Bing Combined

Business3 sources

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