cloud computing
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Jeff Bezos in Sydney: Luxury, Negronis, and Amazon’s Strategic Australian Footprint
Jeff Bezos and Lauren Sánchez arrive in Sydney via private jet, blending high-profile leisure with Amazon’s expanding infrastructure and satellite interests.
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Google Cloud Revenue Surges 63%: Why It Now Outshadows Alphabet’s Ad Empire
Google Cloud’s 63% growth to $20B signals a pivot for Alphabet, as AI infrastructure spending hits record levels and impacts long-standing capital policies.
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Plex Service Outage Highlights Risks of Cloud-Dependent Authentication
A widespread Plex outage on July 14 left users unable to access local media, renewing debates over the platform’s reliance on cloud-based authentication servers.
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Meta Shares Surge as AI Infrastructure Cost Breakthroughs and Cloud Ambitions Emerge
Meta stock rebounded in July 2026 as reports of lower-than-expected AI construction costs and plans to enter the cloud computing market bolstered investor confidence.
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Google and UC San Diego to Launch Data Center Using Recycled Smartphone Hardware
Google and UC San Diego are building a 2,000-unit data center using recycled Pixel motherboards to reduce electronic waste and lower cloud computing costs.
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Nvidia pivots to revenue-share model for AI startups, appoints new sales chief
Nvidia has launched a new revenue-sharing program to help AI startups access compute power while recruiting Microsoft veteran Nick Parker as global sales chief.
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Claude Hits Enterprise Scale: Microsoft Foundry Integration Removes Procurement Hurdles
Anthropic’s Claude models are now generally available on Microsoft Azure, streamlining enterprise procurement and security governance.
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Nebius and CoreWeave Face Volatility as Hyperscaler Competition Looms
AI cloud providers Nebius and CoreWeave face market volatility as Meta’s cloud ambitions threaten their role as primary infrastructure suppliers.
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Meta to Enter Cloud Market by Selling Excess AI Compute Power
Meta is reportedly launching a cloud business to sell excess AI computing power, aiming to diversify revenue and challenge industry giants like AWS and Azure.
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Google Struggles to Meet AI Demand as Inference Capacity Hits Bottleneck
Google is struggling to meet record-breaking demand for Gemini inference capacity, forcing the tech giant to limit supply to key customers like Meta.
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Cloud Infrastructure Faces Regulatory and Economic Crosswinds
The European Commission moves to designate AWS and Azure as gatekeepers under the DMA, while enterprises scramble to balance AI investments with cloud costs.
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Oracle’s Valuation Paradox: Massive AI Backlog vs. Near-Term Capital Expenditure Pressures
Despite a significant market discount and a $500 billion backlog, Oracle faces investor skepticism over the $80 billion required to fund its AI data center expansion.
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Google Enhances Gemini Security, Launches TPU 8 Chips
Google addressed a critical RCE flaw in Gemini CLI and unveiled TPU 8t and TPU 8i chips to support the next generation of autonomous AI systems.
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Microsoft Valuation Faces Reality Check Amid AI Spending Surge
Microsoft faces investor scrutiny as elevated AI infrastructure spending tests market patience, impacting tech sector sentiment and global innovation outlooks.
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Cloudflare bolsters AI agent platform amid market headwinds
Cloudflare enhances its Agent Cloud with new features for AI developers, aiming to scale agentic web applications despite recent stock declines.