Cloud Computing

Twitter

Facebook

Copy Link

Key Facts

Key PlayersAWS, Azure, Google Cloud

AI AdoptionAdvanced

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

Top News

Williams Companies explores gas-producing assets to secure AI energy supply for hyperscalers

Williams Companies is considering acquiring natural gas production assets in the U.S., marking a rare move for an energy infrastructure operator. The Tulsa-based firm aims to position itself as a single energy partner to hyperscalers and AI data centers, offering an integrated solution from gas production through power generation as demand for AI infrastructure surges.

Business2 sources

Williams Companies explores gas-producing assets to secure AI energy supply for hyperscalers

Business2 sources

Intel and AMD face severe CPU shortages as AI demand strains global chip supply chain

Intel and AMD are warning Chinese customers of major server CPU supply constraints, with delivery delays stretching up to six months. The AI infrastructure boom is driving unprecedented demand for traditional computing components, pushing Intel's server chip prices up more than 10% in China. Supply constraints stem from manufacturing challenges and TSMC's prioritization of AI chips.

Business5 sources

Intel and AMD face severe CPU shortages as AI demand strains global chip supply chain

Business5 sources

Amazon unveils $200 billion AI spending plan as shares plunge on investor concerns over returns

Amazon announced plans to spend $200 billion on AI infrastructure in 2026, a 50% jump from last year's $131 billion and far exceeding Wall Street's $150 billion estimate. The massive capital expenditure sparked investor concerns about profitability, sending shares down as much as 11% in after-hours trading despite strong AWS revenue growth of 24%.

Business20 sources

Amazon unveils $200 billion AI spending plan as shares plunge on investor concerns over returns

Business20 sources

Atlassian maintains margins with 5M Rovo users as CEO defends AI strategy amid stock decline

Atlassian CEO Mike Cannon-Brookes told investors the company can scale its Rovo agentic AI offering to five million users without inflating AI costs or hurting margins. Despite shares falling 70% over twelve months and $826 million in quarterly R&D spending, the CEO insists AI strengthens rather than threatens the collaborationware giant's business model.

Business2 sources

Atlassian maintains margins with 5M Rovo users as CEO defends AI strategy amid stock decline

Business2 sources

Alphabet doubles AI spending to $185B, sells $20B bonds and rare 100-year notes to fund buildout

Google's parent company Alphabet is doubling down on artificial intelligence with capital expenditure reaching up to $185 billion this year—roughly double last year's total. To finance this unprecedented AI infrastructure buildout, the company sold $20 billion in dollar bonds and is issuing rare 100-year sterling bonds, the first by a tech company since the 1990s.

Business43 sources

Alphabet doubles AI spending to $185B, sells $20B bonds and rare 100-year notes to fund buildout

Business43 sources

Big Tech AI Race Pushes Capital Expenditures to $650 Billion as Investor Pressure Mounts

Amazon leads with $200 billion, followed by Google's $185 billion in planned spending for 2026. The four hyperscalers are investing more than Israel's GDP in AI infrastructure, but plummeting stock prices reveal deep investor concerns about returns. Free cash flow is taking a hit as tech company spending accelerates beyond cloud infrastructure services revenue.

Business22 sources

Big Tech AI Race Pushes Capital Expenditures to $650 Billion as Investor Pressure Mounts

Business22 sources

Germany Opens €1 Billion AI Data Center to Boost Digital Sovereignty and Industrial AI

Deutsche Telekom, Nvidia, and SAP have launched one of Europe's largest AI computing facilities in Munich. The €1 billion Industrial AI Cloud aims to reduce European dependence on foreign digital infrastructure while boosting Germany's AI computing power by 50%. The facility operates at 30% capacity and represents the first step toward building AI gigafactories across Europe.

Technology3 sources

Germany Opens €1 Billion AI Data Center to Boost Digital Sovereignty and Industrial AI

Technology3 sources

Dassault NVIDIA Partnership Merges Virtual Twin Tech With Industrial AI to Transform Engineering

Dassault Systèmes and NVIDIA announced a long-term strategic partnership to build a shared industrial AI architecture that combines Virtual Twin technologies with AI infrastructure. The collaboration will establish science-validated industry World Models and deploy skilled virtual companions across biology, materials science, engineering and manufacturing, fundamentally changing how millions of professionals design and simulate complex systems.

Technology3 sources

Dassault NVIDIA Partnership Merges Virtual Twin Tech With Industrial AI to Transform Engineering

Technology3 sources

Western Digital unveils HDD tech roadmap with 100TB drives and flash-like performance for AI

Western Digital revealed breakthrough hard drive innovations at Innovation Day 2026, introducing High Bandwidth Drive Technology and Dual Pivot design that promise to deliver flash-like performance for AI workloads. The company's new storage roadmap targets 100TB capacity by 2029 while addressing the growing demands of AI-driven data storage with 4x throughput gains and 20% power reduction.

Technology7 sources

Western Digital unveils HDD tech roadmap with 100TB drives and flash-like performance for AI

Technology7 sources

Google Cloud and Liberty Global forge five-year AI partnership across European operations

Google Cloud and Liberty Global have announced a five-year strategic partnership to deploy Gemini AI models across the cable group's 80 million fixed and mobile connections in Europe. The deal will support AI-powered search on Liberty's Horizon TV platform, customer-service automation, and autonomous network operations while targeting new revenue streams for both companies.

Business2 sources

Google Cloud and Liberty Global forge five-year AI partnership across European operations

Business2 sources

Snowflake commits $200 million to OpenAI in multi-year enterprise AI partnership

Cloud data company Snowflake has entered a $200 million multi-year AI deal with OpenAI, bringing advanced models directly into its platform for over 12,600 customers. The partnership embeds OpenAI's capabilities into Snowflake Cortex AI and Snowflake Intelligence, enabling enterprises to build AI agents and run natural language queries on their data across all major cloud providers without compromising security or governance.

Technology13 sources

Snowflake commits $200 million to OpenAI in multi-year enterprise AI partnership

Technology13 sources

DRAM prices surge up to 95% in Q1 2026 as artificial intelligence boom strains global supply

Memory chip prices are experiencing their steepest increases in history, with DRAM contract prices jumping 90-95% in Q1 2026. TrendForce revised its forecasts upward as persistent AI and data center demands worsen the global memory supply and demand imbalance. PC memory prices are doubling while NAND flash surges 55-60%, forcing device makers to warn of higher costs ahead.

Business4 sources

DRAM prices surge up to 95% in Q1 2026 as artificial intelligence boom strains global supply

Business4 sources

Oracle weighs cutting up to 30,000 jobs to fund $156 billion AI data centre expansion

Oracle is considering layoffs of 20,000 to 30,000 employees to fund its aggressive AI data centre buildout, according to TD Cowen research. The job cuts could free up $8-10 billion in cash flow as US banks withdraw funding support and investor concerns mount over the company's ability to finance its massive AI push.

Business3 sources

Oracle weighs cutting up to 30,000 jobs to fund $156 billion AI data centre expansion

Business3 sources

Oracle unveils $50 billion AI funding plan as investors worry about mounting debt and OpenAI exposure

Oracle announced plans to raise $45 billion to $50 billion in 2026 through a combination of debt and equity sales to expand cloud infrastructure for AI workloads. The software giant kicked off a $20-$25 billion bond sale, but shares fell 4% as investors expressed concerns about its rising debt load and heavy reliance on OpenAI's ability to meet financial commitments.

Business11 sources

Oracle unveils $50 billion AI funding plan as investors worry about mounting debt and OpenAI exposure

Business11 sources

India bets on tax breaks and data centers to attract AI investment, but funding cuts raise concerns

India unveiled a zero-tax policy through 2047 for foreign cloud providers running global AI workloads from Indian data centers, aiming to position itself as a compute hub. But the government halved the IndiaAI Mission budget to Rs 1,000 crore, sparking debate about whether India can build meaningful AI capacity while advocating for smaller language models over expensive frontier systems.

Policy9 sources

India bets on tax breaks and data centers to attract AI investment, but funding cuts raise concerns

Policy9 sources

Prev 1…515253…72 Next