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

NVIDIA CEO Jensen Huang's Foundation Donates $108M in CoreWeave AI Compute to Researchers

NVIDIA CEO Jensen Huang's foundation has purchased $108.3 million in AI computing capacity from CoreWeave and plans to donate it to universities and nonprofit research institutes. The donation will support science and artificial intelligence research, though it raises questions about NVIDIA's financial ties with CoreWeave amid ongoing investor scrutiny over potential circular financing.

Business2 sources

NVIDIA CEO Jensen Huang's Foundation Donates $108M in CoreWeave AI Compute to Researchers

Business2 sources

UK Competition and Markets Authority launches Microsoft antitrust inquiry over software dominance

The UK's Competition and Markets Authority has opened its fourth Strategic Market Status investigation into Microsoft's business software ecosystem. The probe examines whether the tech giant's bundling of Windows, Office, Teams, and Copilot limits customer choice and prevents effective integration with competitors' products, potentially affecting over 15 million UK commercial users.

Policy4 sources

UK Competition and Markets Authority launches Microsoft antitrust inquiry over software dominance

Policy4 sources

Enterprise AI faces agent management crisis as digital worker lifecycle demands new skills

Major tech firms reveal that deploying AI agents is just the beginning. The real challenge lies in managing the digital worker lifecycle, with enterprises struggling to move beyond robotic process automation to genuine multi-agent orchestration. IBM now manages 4,000 digital workers across 450 projects, while Dell reports a 95% lights-out factory operation using agentic AI.

Technology15 sources

Enterprise AI faces agent management crisis as digital worker lifecycle demands new skills

Technology15 sources

Nebius raises capex guidance to $25B as AI infrastructure demand surges through 2027

Nebius has increased its annual capital expenditure guidance to $20-25 billion, up from $16-20 billion, as the company accelerates investments to meet surging demand for AI infrastructure. The company's quarterly capex jumped to $2.5 billion, driven by GPU procurement and data center expansion, while CEO Arkady Volozh noted multiple customers are competing for every GPU brought online.

Business2 sources

Nebius raises capex guidance to $25B as AI infrastructure demand surges through 2027

Business2 sources

India could become world's AI skill capital if AI literacy doubles to 60% by 2030, says IBM

India could emerge as the global AI skill capital if AI literacy doubles from 30% to 60% by 2030, according to IBM India MD Sandip Patel. A new IBM-IndiaAI report reveals AI could contribute over $500 billion to India's economy by 2030, but challenges in data readiness, governance, and skills gap threaten to slow AI adoption across enterprises.

Business2 sources

India could become world's AI skill capital if AI literacy doubles to 60% by 2030, says IBM

Business2 sources

Alibaba's AI and cloud revenue surges 38% as company sacrifices profits for AI growth

Alibaba reported a 38% jump in AI and cloud revenue to $6.1 billion in Q1, driven by surging business demand for AI. However, the Chinese tech giant posted an operational loss of $125 million as it prioritizes investments in AI and cloud infrastructure over short-term profitability. CEO Eddie Wu says AI-related product revenue now accounts for 30% of its Cloud Intelligence Group's revenue.

Business5 sources

Alibaba's AI and cloud revenue surges 38% as company sacrifices profits for AI growth

Business5 sources

Major exchanges launch futures markets for AI computing power as GPU costs become tradable asset

CME Group and Intercontinental Exchange are launching the first futures markets for AI computing power, allowing investors and tech firms to hedge against volatile GPU rental costs. CME partners with Silicon Data while ICE teams with Ornn to create cash-settled contracts based on GPU pricing indices. The move signals that compute has evolved into a major tradable asset class.

Business4 sources

Major exchanges launch futures markets for AI computing power as GPU costs become tradable asset

Business4 sources

Microsoft Israel head steps down as internal investigation reveals ethical violations

Alon Haimovich, general manager of Microsoft Israel, is stepping down following an internal investigation into the subsidiary's dealings with the Israeli military. The probe, launched after The Guardian revealed Unit 8200 used Microsoft's Azure cloud platform for mass surveillance of Palestinians, found violations of the company's terms of service. Microsoft terminated Unit 8200's access to its cloud services last year.

Business3 sources

Microsoft Israel head steps down as internal investigation reveals ethical violations

Business3 sources

HPE launches unified data platform to accelerate private cloud sales and cut infrastructure costs

HPE unveiled its fourth-generation private cloud featuring a unified data platform that manages VMs, Kubernetes containers, and AI workloads through a single interface. Partners predict the enhanced hybrid cloud stack with AI-ready storage updates and simplified management will supercharge private cloud sales growth while offering customers a cost-effective alternative to rising VMware prices.

Technology2 sources

HPE launches unified data platform to accelerate private cloud sales and cut infrastructure costs

Technology2 sources

Telus and federal government unveil AI data cluster in B.C. to strengthen sovereign computing

Telus and Canada's federal government announced plans for a major AI data cluster across three facilities in British Columbia. The project will expand an existing Kamloops data center and develop two new Vancouver facilities, requiring more than 150 megawatts of electricity by 2032. The initiative aims to strengthen Canada's sovereign computing power and support domestic innovation in artificial intelligence.

Business2 sources

Telus and federal government unveil AI data cluster in B.C. to strengthen sovereign computing

Business2 sources

Microsoft's $1 billion Kenya AI data center stalls as power demands could shut down half the country

Microsoft and G42's ambitious $1 billion AI data center project in Kenya has hit a major roadblock over power capacity disputes. President William Ruto says the facility would require shutting off half the country's electricity to operate, highlighting the massive energy demands of AI infrastructure in developing economies.

Business7 sources

Microsoft's $1 billion Kenya AI data center stalls as power demands could shut down half the country

Business7 sources

Anthropic secures $1.8 billion AI cloud deal with Akamai to meet surging software demand

AI startup Anthropic has signed a $1.8 billion computing deal with Akamai Technologies to meet growing demand for its AI software. Akamai's stock surged 28% following the disclosure, as the company positions itself to secure critical computing components like CPUs and GPUs despite rising prices in the competitive AI infrastructure market.

Business2 sources

Anthropic secures $1.8 billion AI cloud deal with Akamai to meet surging software demand

Business2 sources

Microsoft shops for AI startups as it prepares for life beyond its $13 billion OpenAI partnership

Microsoft is actively pursuing acquisitions of AI startups including Cursor and Inception, signaling a strategic shift away from its dependence on OpenAI. Court documents from the Musk v. Altman trial reveal the tech giant harbored doubts about the partnership as far back as 2018, when executives worried OpenAI would defect to Amazon and damage Azure's reputation.

Business8 sources

Microsoft shops for AI startups as it prepares for life beyond its $13 billion OpenAI partnership

Business8 sources

Akamai Technologies shares surge 26% on $1.8 billion AI infrastructure deal with frontier model provider

Akamai Technologies saw its shares jump 26% after announcing a $1.8 billion, seven-year AI infrastructure commitment from a leading U.S. frontier model provider. The deal validates Akamai's position in the AI economy as Cloud Infrastructure Services revenue grew 40% year-over-year to $95 million, with analysts upgrading the stock and projecting accelerated growth through 2028.

Business3 sources

Akamai Technologies shares surge 26% on $1.8 billion AI infrastructure deal with frontier model provider

Business3 sources

CoreWeave beats revenue estimates but stock falls as AI infrastructure costs surge

CoreWeave reported first-quarter revenue of $2.08 billion, surpassing analyst expectations as demand for AI infrastructure accelerates. The specialized cloud provider secured over $40 billion in new customer commitments, including major deals with Meta, Anthropic, and Jane Street. However, shares fell over 9% as the company raised capital expenditure guidance to $31-35 billion, citing rising component costs in the race to build out data center capacity.

Business5 sources

CoreWeave beats revenue estimates but stock falls as AI infrastructure costs surge

Business5 sources

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