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

Micron launches first PCIe 6.0 SSDs with 28GB/s speeds, but they're built for AI data centers only

Micron has begun mass production of the world's first PCIe 6.0 SSDs, the 9650 series, delivering sequential read speeds up to 28GB/s—double that of PCIe 5.0. These enterprise-grade SSDs target AI data centers and hyperscalers running AI inference workloads, with capacities ranging from 7.68TB to 30.72TB. Samsung is also preparing PCIe 6.0 drives for later in 2026, signaling a storage performance shift driven entirely by AI demands.

Technology5 sources

Micron launches first PCIe 6.0 SSDs with 28GB/s speeds, but they're built for AI data centers only

Technology5 sources

AMD and TCS Partner on Helios Platform to Build 200MW AI Infrastructure in India

AMD and TCS announced an expanded partnership to deploy the Helios platform in India, featuring a rack-scale AI infrastructure capable of supporting up to 200 megawatts of capacity. The collaboration positions AMD to compete with Nvidia in one of the world's fastest-growing AI markets, combining AMD's advanced processors with TCS' HyperVault data center expertise to deliver sovereign AI factories and enterprise-grade compute infrastructure.

Technology7 sources

AMD and TCS Partner on Helios Platform to Build 200MW AI Infrastructure in India

Technology7 sources

Blackstone backs Neysa with $1.2B as India scales AI infrastructure to meet surging demand

Blackstone leads a $1.2 billion investment in Neysa, India's AI infrastructure startup, securing a majority stake as the country pushes to expand GPU capacity. The Mumbai-based company plans to scale from 1,200 to over 20,000 GPUs, targeting enterprises and government clients. India currently has fewer than 60,000 GPUs deployed but expects to reach over 2 million in coming years.

Startups3 sources

Blackstone backs Neysa with $1.2B as India scales AI infrastructure to meet surging demand

Startups3 sources

AI Demand Sells Out Western Digital Hard Drives Through 2026, Long-Term Agreements Lock Supply

Western Digital CEO Irving Tan confirmed the company is completely sold out of hard drives for 2026, with firm purchase orders from top enterprise customers. AI data centers have locked in supply through long-term agreements extending to 2028, leaving consumers facing shortages and price hikes. With 89% of revenue from cloud businesses and SSDs now costing 16 times more than HDDs, the AI infrastructure boom is reshaping the storage market.

Business14 sources

AI Demand Sells Out Western Digital Hard Drives Through 2026, Long-Term Agreements Lock Supply

Business14 sources

India plans massive AI data city with $175B investments to close artificial intelligence gap

India is building a vast AI data city in Visakhapatnam to narrow the artificial intelligence gap with the United States and China. The project has secured $175 billion in investment agreements involving 760 projects, including a $15 billion commitment from Google for its largest AI infrastructure hub outside the US and an $11 billion joint venture between Reliance Industries, Brookfield, and Digital Realty.

Business3 sources

India plans massive AI data city with $175B investments to close artificial intelligence gap

Business3 sources

15 Global Tech Giants Launch Trusted Tech Alliance to Set New Standards for AI and Infrastructure

At the Munich Security Conference, 15 companies from 10 countries—including AWS, Microsoft, Google Cloud, Anthropic, Ericsson, and Nokia—announced the Trusted Tech Alliance. The initiative establishes shared principles for trusted technology across connectivity, cloud infrastructure, semiconductors, software, and AI. Members commit to transparency, security, and data protection standards regardless of nationality.

Policy2 sources

15 Global Tech Giants Launch Trusted Tech Alliance to Set New Standards for AI and Infrastructure

Policy2 sources

FTC Intensifies Antitrust Probe Into Microsoft's Cloud and AI Dominance

The Federal Trade Commission has escalated its investigation into Microsoft, issuing civil investigative demands to at least half a dozen competitors. The probe examines whether the tech giant illegally monopolizes the enterprise software market through its cloud services, AI offerings like Copilot, and licensing practices that may restrict customers from using rival platforms.

Policy2 sources

FTC Intensifies Antitrust Probe Into Microsoft's Cloud and AI Dominance

Policy2 sources

Arista Networks raises revenue forecast as AI demand fuels data center networking growth

Arista Networks posted fourth-quarter revenue of $2.49 billion, beating Wall Street estimates of $2.38 billion, and forecast first-quarter revenue of $2.6 billion above analyst expectations. The networking equipment provider raised its 2026 revenue outlook to $11.25 billion with a 25% growth target, driven by surging demand from cloud and AI companies investing heavily in infrastructure. Shares jumped more than 17% in after-hours trading.

Business3 sources

Arista Networks raises revenue forecast as AI demand fuels data center networking growth

Business3 sources

Western Digital's 970% surge reveals AI's hidden storage crisis as hyperscalers lock in supply

Western Digital soared 970% in less than a year, becoming the second-best S&P 500 performer in 2025. The storage maker secured multi-year procurement agreements with AWS, Microsoft Azure, and Google Cloud as AI training demands overwhelm existing data storage infrastructure. With 215 exabytes shipped in Q2 2026 and margins hitting 46.1%, the company is betting on HAMR technology to deliver 100TB drives by 2029.

Technology2 sources

Western Digital's 970% surge reveals AI's hidden storage crisis as hyperscalers lock in supply

Technology2 sources

Nebius to build 240MW AI data centre in France, set to become one of Europe's largest facilities

Amsterdam-based Nebius is constructing a massive 240-megawatt data centre near Lille, France, transforming a former Bridgestone tyre plant into one of Europe's largest AI infrastructure facilities. The project will begin delivering capacity by late summer 2025, with half the site operational by end of 2026, as European companies increasingly adopt AI tools.

Technology2 sources

Nebius to build 240MW AI data centre in France, set to become one of Europe's largest facilities

Technology2 sources

Nebius Group capex jumps to $2.1 billion as AI cloud firm expands GPU and data center footprint

Amsterdam-based Nebius Group reported capital expenditures of $2.1 billion in Q4, up from $416 million a year earlier, as the AI cloud firm races to meet surging demand. The company plans nine new data centers across the US, France, Israel and UK while serving tech giants Microsoft and Meta.

Business2 sources

Nebius Group capex jumps to $2.1 billion as AI cloud firm expands GPU and data center footprint

Business2 sources

NeevCloud and Agnikul Cosmos to Launch India's First AI Data Centre in Space by 2027

Indian space startup Agnikul Cosmos and cloud firm NeevCloud plan to launch an AI-powered data centre in Low Earth Orbit, with a proof-of-concept mission this year and commercial operations by 2027. The orbital AI data centre platform will host 500 high-performance AI chips on Agnikul's extended upper stage, processing up to 10 million AI-driven calls daily and serving 100,000 concurrent users.

Technology4 sources

NeevCloud and Agnikul Cosmos to Launch India's First AI Data Centre in Space by 2027

Technology4 sources

Infosys and ExxonMobil expand partnership to tackle AI infrastructure cooling challenges

Infosys has expanded its collaboration with ExxonMobil to deploy advanced data center immersion fluids designed to cool energy-intensive AI and high-performance computing workloads. The partnership combines ExxonMobil's thermal management technology with Infosys' AI platforms to deliver scalable cooling solutions across industries, aiming to reduce data center energy costs and carbon emissions.

Technology2 sources

Infosys and ExxonMobil expand partnership to tackle AI infrastructure cooling challenges

Technology2 sources

Aurora triples driverless truck network with software update enabling 1,000-mile nonstop routes

Aurora announced a software update that will triple its driverless truck network to 10 routes across the Southern US. The expansion enables autonomous trucks to complete 1,000-mile trips like Fort Worth to Phoenix in 15 hours—surpassing the 11-hour legal limit for human drivers. The company expects 200 driverless trucks in operation by year-end.

Technology2 sources

Aurora triples driverless truck network with software update enabling 1,000-mile nonstop routes

Technology2 sources

Kakao forms strategic partnership with Google to advance on-device AI and XR integration

Korea's mobile platform giant Kakao has announced a strategic partnership with Google to collaborate on on-device AI services and embed its technologies into Google's extended reality devices including AI glasses. The partnership will focus on optimizing Kakao's Kanana chatbot for Android while exploring new interfaces for XR form factors.

Technology2 sources

Kakao forms strategic partnership with Google to advance on-device AI and XR integration

Technology2 sources

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