#cloud computing
#cloud computing

8 hours ago

Venture

CoreWeave Has Raised $20 Billion in Capital This Year. Should Investors Be Worried?

fromTNW | Google

Artificial intelligence

Google has sold so much TPU capacity that its own researchers are queueing for the rest

DevOps

When cloud giants meddle in markets

fromTNW | Deep-Tech

Tech industry

G42's Core42 leases 20MW in converted Minneapolis office building as UAE expands US AI data centre footprint

The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here's the Stock That Profits Most

Wall Street is now focusing on power consumption and AI infrastructure spending rather than just quarterly cloud growth.

London startup

fromBusiness Matters

British deep-tech start-up loc.ai raises 1m to break SMEs free from the cloud's 'inference tax'

Loc.ai secures £1 million to develop off-cloud AI infrastructure, addressing rising costs in the SaaS sector caused by hyperscale cloud providers.

Venture

8 hours ago

CoreWeave Has Raised $20 Billion in Capital This Year. Should Investors Be Worried?

CoreWeave raised over $20B in 2026 to fund GPU infrastructure, using debt and customer-backed financing to accelerate revenue despite heavy leverage.

fromTNW | Google

Google has sold so much TPU capacity that its own researchers are queueing for the rest

Google’s AI infrastructure deals with Anthropic and Meta lock up TPU and chip capacity, creating internal queueing constraints for Google researchers.

When cloud giants meddle in markets

Hyperscale cloud demand for DRAM and high-bandwidth memory raises downstream costs, pressuring enterprises toward cloud adoption through distorted self-hosting economics.

fromTNW | Deep-Tech

G42's Core42 leases 20MW in converted Minneapolis office building as UAE expands US AI data centre footprint

Core42 has leased 20 megawatts in a former office building in Minneapolis, reflecting a trend of converting office spaces into data centers driven by AI demand.

The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here's the Stock That Profits Most

Wall Street is now focusing on power consumption and AI infrastructure spending rather than just quarterly cloud growth.

London startup

fromBusiness Matters

British deep-tech start-up loc.ai raises 1m to break SMEs free from the cloud's 'inference tax'

Loc.ai secures £1 million to develop off-cloud AI infrastructure, addressing rising costs in the SaaS sector caused by hyperscale cloud providers.

more#ai-infrastructure

#cloud-computing

Tech industry

AWS is 20-and all in on AI

2 days ago

Tech industry

Surprise AI bills leave AWS and Google Cloud users aghast

Capacity markets could reshape cloud computing

Enterprises may soon buy elastic computing from organizations with excess capacity, expanding cloud-like services beyond hyperscalers.

fromTNW | Microsoft

12 years ago

Tech industry

Windows Azure Will Become Microsoft Azure on April 3

Tech industry

Who's the winner in the new Microsoft-OpenAI deal?

The agentic AI distraction

Cloud providers prioritize agentic AI over essential infrastructure improvements, risking customer trust and satisfaction.

AWS is 20-and all in on AI

AWS turned internal cloud technologies into a business, grew rapidly, became a major profit driver for Amazon, and expanded worldwide adoption.

2 days ago

Surprise AI bills leave AWS and Google Cloud users aghast

Compromised cloud AI API keys can enable unauthorized inference on expensive models, causing tens-of-thousands-dollar bills without prompt provider help or clear prior warnings.

Capacity markets could reshape cloud computing

Enterprises may soon buy elastic computing from organizations with excess capacity, expanding cloud-like services beyond hyperscalers.

fromTNW | Microsoft

12 years ago

Windows Azure Will Become Microsoft Azure on April 3

Microsoft renames its cloud platform from Windows Azure to Microsoft Azure effective April 3, 2014.

Who's the winner in the new Microsoft-OpenAI deal?

Microsoft and OpenAI renegotiated terms after cloud exclusivity disputes, changing their relationship and financial arrangements.

The agentic AI distraction

Cloud providers prioritize agentic AI over essential infrastructure improvements, risking customer trust and satisfaction.

Prediction: Wall Street May Be Sleeping on Google's Next Big Move

Google shows strong growth from cloud, AI monetization, and Waymo expansion, supporting a higher 12-month price target and a buy recommendation.

Alphabet Stock: I See a Path to $500 by 2027

Google's stock is projected to reach $502.88, indicating a 31.21% upside from its current price of $383.25.

Europe news

With no end in sight, Trump considers new options in Iran war-including the 'Dark Eagle' hypersonic missile | Fortune

Google's identity is shifting as its cloud computing and AI businesses grow, potentially overshadowing its traditional search engine revenue.

Alphabet GOOGL Q1 2026 Earnings Call Transcript | The Motley Fool

Consolidated revenue reached $109.9 billion, driven by growth in Google Services and Google Cloud.

fromTechRepublic

Anthropic Draws Google's $40B Bet in Latest AI Megadeal

Google is preparing a $40 billion investment in Anthropic to enhance AI infrastructure and support Claude's growth.

Prediction: Wall Street May Be Sleeping on Google's Next Big Move

Google shows strong growth from cloud, AI monetization, and Waymo expansion, supporting a higher 12-month price target and a buy recommendation.

Alphabet Stock: I See a Path to $500 by 2027

Google's stock is projected to reach $502.88, indicating a 31.21% upside from its current price of $383.25.

Europe news

With no end in sight, Trump considers new options in Iran war-including the 'Dark Eagle' hypersonic missile | Fortune

Google's identity is shifting as its cloud computing and AI businesses grow, potentially overshadowing its traditional search engine revenue.

Alphabet GOOGL Q1 2026 Earnings Call Transcript | The Motley Fool

Consolidated revenue reached $109.9 billion, driven by growth in Google Services and Google Cloud.

fromTechRepublic

Anthropic Draws Google's $40B Bet in Latest AI Megadeal

Google is preparing a $40 billion investment in Anthropic to enhance AI infrastructure and support Claude's growth.

Bill Gates Just Did the Unthinkable -- He Sold Every Last Share of Microsoft Stock

Bill Gates Foundation Trust no longer holds Microsoft shares, while Microsoft’s entrenched enterprise ecosystem and AI/cloud investments strengthen its competitive moat.

Venture

Bill Ackman has been quietly buying Microsoft since February, when AI fears were dragging the stock | Fortune

Pershing Square built a new Microsoft position at a 21-times forward-earnings valuation, calling it a core holding.

TCI sells off billions in Microsoft stake due to AI concerns

TCI cut its Microsoft stake from about 10% to about 1%, citing AI-driven uncertainty about Office and Azure dominance and potential displacement of existing productivity software.

Analysts See 41% Upside for Microsoft Stock After Nearly 100% Backlog Growth

Microsoft's stock has a 41% upside potential according to analysts, despite a recent selloff after strong earnings.

Here's how the new Microsoft and OpenAI deal breaks down

Microsoft and OpenAI ended their partnership amicably, allowing OpenAI to offer services across all cloud providers, including AWS.

Microsoft's AI Moat Holds up Even After the OpenAI Reset

Microsoft's AI moat remains strong despite changes in its partnership with OpenAI.

3 days ago

Bill Gates Just Did the Unthinkable -- He Sold Every Last Share of Microsoft Stock

Bill Gates Foundation Trust no longer holds Microsoft shares, while Microsoft’s entrenched enterprise ecosystem and AI/cloud investments strengthen its competitive moat.

Venture

Bill Ackman has been quietly buying Microsoft since February, when AI fears were dragging the stock | Fortune

Pershing Square built a new Microsoft position at a 21-times forward-earnings valuation, calling it a core holding.

TCI sells off billions in Microsoft stake due to AI concerns

TCI cut its Microsoft stake from about 10% to about 1%, citing AI-driven uncertainty about Office and Azure dominance and potential displacement of existing productivity software.

Analysts See 41% Upside for Microsoft Stock After Nearly 100% Backlog Growth

Microsoft's stock has a 41% upside potential according to analysts, despite a recent selloff after strong earnings.

Here's how the new Microsoft and OpenAI deal breaks down

Microsoft and OpenAI ended their partnership amicably, allowing OpenAI to offer services across all cloud providers, including AWS.

Microsoft's AI Moat Holds up Even After the OpenAI Reset

Microsoft's AI moat remains strong despite changes in its partnership with OpenAI.

more#microsoft

#ai-chips

Forget Cerebras Systems' IPO and Focus on This Tech Giant Instead

Cerebras’ post-IPO AI chip surge faces overextension risk, while Alibaba’s scaled AI and cloud business offers more grounded fundamentals.

Amazon's AI Chips Are Driving Growth. Here's Why That Could Accelerate | The Motley Fool

Amazon’s in-house AI chips are improving price performance, reducing supply risk, and driving growth through strong booking and expected margin expansion.

Forget Cerebras Systems' IPO and Focus on This Tech Giant Instead

Cerebras’ post-IPO AI chip surge faces overextension risk, while Alibaba’s scaled AI and cloud business offers more grounded fundamentals.

Amazon's AI Chips Are Driving Growth. Here's Why That Could Accelerate | The Motley Fool

Amazon’s in-house AI chips are improving price performance, reducing supply risk, and driving growth through strong booking and expected margin expansion.

more#ai-chips

#artificial-intelligence

Alphabet and Meta Delivered Worrisome News for Investors -- and It Has Trillion-Dollar Implications | The Motley Fool

Alphabet and Meta are making very large AI capital expenditures, driving early revenue and advertising gains despite potential reductions in share buybacks.

European startups

Alibaba's AI and cloud revenue jump 38%

fromeuronews

Tech industry

Google parent Alphabet profit jumps 81% amid Big Tech earnings results

Alphabet and Meta Delivered Worrisome News for Investors -- and It Has Trillion-Dollar Implications | The Motley Fool

Alphabet and Meta are making very large AI capital expenditures, driving early revenue and advertising gains despite potential reductions in share buybacks.

Alibaba's AI and cloud revenue jump 38%

AI and cloud revenue growth accelerated, but overall operating profitability declined due to rising technology investment costs.

fromeuronews

more#artificial-intelligence

Google parent Alphabet profit jumps 81% amid Big Tech earnings results

Strong quarterly results from major tech companies are driven by growth in artificial intelligence and cloud computing.

Forget the AI Hype. Microsoft and Alphabet Just Showed Their Cards. Here Is Which Hand We Think Is Stronger

Microsoft growth is driven by Azure and enterprise AI demand, while Alphabet growth is powered by Google Cloud, Search, and consumer AI offerings.

A European central bank has signed a mega deal with a cloud service provider. The problem for Google, Microsoft and Amazon? It's not with them | Fortune

Central banks in Europe are shifting essential cloud services from major U.S. providers to European firms to reduce dependence and strengthen digital resilience.

#ai

European startups

ZTE and Telkom Indonesia sign strategic MoU to accelerate digital solutions and infrastructure development

fromDevOps.com

Mistral Moves Coding Agents to the Cloud - and Gets Out of Your Way - DevOps.com

Mistral launched remote coding agents for its Vibe platform, enabling asynchronous coding tasks in the cloud without user supervision.

Tech industry

Quarterly results: hyperscalers impress, despite sky-high AI spending

ZTE and Telkom Indonesia sign strategic MoU to accelerate digital solutions and infrastructure development

ZTE and Telkom Indonesia expand cooperation to accelerate Indonesia’s digital transformation using cloud computing, AI, and next-generation connectivity.

fromDevOps.com

Mistral Moves Coding Agents to the Cloud - and Gets Out of Your Way - DevOps.com

Mistral launched remote coding agents for its Vibe platform, enabling asynchronous coding tasks in the cloud without user supervision.

Quarterly results: hyperscalers impress, despite sky-high AI spending

AI-driven growth in cloud revenue is significantly benefiting major U.S. hyperscalers like Alphabet, Amazon, and Microsoft.

Digest: Meta Eyes $240bn Ad Haul in 2026; Alibaba AI Revenue Hits 11th Quarter of Triple-Digit Growth

Meta’s ad revenue is forecast to reach about $240bn in 2026 as Instagram and Reels attract increased marketer spending.

Alibaba’s AI-related products delivered 11 straight quarters of triple-digit growth, reaching 8.97bn yuan and supporting overall revenue gains.

ANALYSIS | Canada's sovereign AI push comes down to a harder question: who controls the data? | CBC News

Canadian data-centre plans aim for sovereign control, but real control is limited by foreign hardware, customers, and cross-border digital networks.

Privacy professionals

Cloud and data sovereignty caught in a paradox | Computer Weekly

Hyperscaler cloud services face challenges with data sovereignty due to US court orders compelling data access, impacting global operations.

What's behind Europe's efforts to ditch U.S. software in favor of sovereign tech | TechCrunch

Europe is reducing reliance on U.S. tech due to concerns over data sovereignty and the CLOUD Act.

Canada news

fromwww.cbc.ca

ANALYSIS | Canada's sovereign AI push comes down to a harder question: who controls the data? | CBC News

Canadian data-centre plans aim for sovereign control, but real control is limited by foreign hardware, customers, and cross-border digital networks.

Privacy professionals

Cloud and data sovereignty caught in a paradox | Computer Weekly

Hyperscaler cloud services face challenges with data sovereignty due to US court orders compelling data access, impacting global operations.

What's behind Europe's efforts to ditch U.S. software in favor of sovereign tech | TechCrunch

Europe is reducing reliance on U.S. tech due to concerns over data sovereignty and the CLOUD Act.

more#data-sovereignty

Remote teams

fromFinanceBuzz

10 Remote Jobs That Pay $65 an Hour or More (Yes, They're Legit)

Remote work demand increased after COVID-19, enabling high-paying roles that can reach $65+ per hour across multiple fields.

Google Was the Next Nvidia All Along, but It Might Be Making a Big Mistake

Alphabet shows strong AI-driven revenue and margin growth, but rising capex, falling free cash flow, and higher debt pressure cash flow durability.

Analysts See 10% Upside for Alphabet Following Q1 Earnings

Alphabet's stock shows strong growth potential with a 9.5% upside and robust performance across its core segments.

fromFinbold

Google just under $200 billion from overtaking Nvidia as world's largest company

Alphabet is narrowing the valuation gap with Nvidia, driven by strong earnings and AI integration.

Stock Market Today, April 30: Alphabet Surges After Reporting Accelerating Google Cloud Growth | The Motley Fool

Alphabet's Q1 2026 results exceeded expectations, with significant growth in Cloud revenue and increased capital expenditures to meet AI demand.

fromwww.cnbc.com

Alphabet first-quarter results likely to show continued growth, boosted by cloud

Alphabet is expected to report strong earnings driven by AI and cloud growth, with significant revenue increases projected for the first quarter.

Google Was the Next Nvidia All Along, but It Might Be Making a Big Mistake

Alphabet shows strong AI-driven revenue and margin growth, but rising capex, falling free cash flow, and higher debt pressure cash flow durability.

Analysts See 10% Upside for Alphabet Following Q1 Earnings

Alphabet's stock shows strong growth potential with a 9.5% upside and robust performance across its core segments.

fromFinbold

Google just under $200 billion from overtaking Nvidia as world's largest company

Alphabet is narrowing the valuation gap with Nvidia, driven by strong earnings and AI integration.

Stock Market Today, April 30: Alphabet Surges After Reporting Accelerating Google Cloud Growth | The Motley Fool

Alphabet's Q1 2026 results exceeded expectations, with significant growth in Cloud revenue and increased capital expenditures to meet AI demand.

fromwww.cnbc.com

Alphabet first-quarter results likely to show continued growth, boosted by cloud

Alphabet is expected to report strong earnings driven by AI and cloud growth, with significant revenue increases projected for the first quarter.

Alphabet vs. Microsoft: What Recent Revenue Trends Reveal | The Motley Fool

Alphabet and Microsoft show strong year-over-year revenue growth driven by AI investment and major platform advantages.

EU data protection

The European Commission eyes rules to restrict US cloud services

New EU rules may restrict non-EU cloud services for sensitive public data, requiring greater storage and management on European cloud infrastructure.

fromeLearning Industry

Cloud Vs. On-Premise LMS: Which One Is Secretly Bleeding Your Budget?

LMS hosting model choice affects scalability, cost, security, and internal workload over time through cloud, on-premise, or hybrid trade-offs.

Tech layoffs this week: Cloudflare, Coinbase, Upwork, and others point to AI as they slash jobs

Major tech firms are cutting thousands of jobs in May, citing rapid workplace adoption of AI and AI-driven productivity changes.

Beyond Benioff: Is Salesforce Ready for Life Without Its Founder?

Salesforce succession planning appears supported by internal leadership, while financial performance and durable subscription economics may reduce disruption risk after Marc Benioff.

#openai

fromWIRED

What Microsoft Executives Really Thought About OpenAI in 2018

Microsoft executives expressed early reservations about additional funding for OpenAI, citing uncertain breakthroughs and concerns about losing OpenAI to Amazon.

fromNextgov.com

OpenAI announces availability across cloud providers

OpenAI ends exclusivity with Microsoft, expanding availability of its AI models to other cloud providers like AWS.

fromAxios

OpenAI breaks free of Microsoft's cloud

OpenAI can now sell through any cloud, limiting Microsoft's revenue share and removing the AGI clause from their agreement.

OpenAI ends exclusive partnership with Microsoft, AWS welcomes models

Microsoft loses exclusive access to OpenAI's technology, allowing OpenAI to partner with other cloud providers like AWS.

fromArs Technica

No longer exclusive: Microsoft agrees to let OpenAI see other cloud providers

OpenAI and Microsoft amended their partnership, allowing OpenAI to serve products across any cloud provider while maintaining a primary relationship with Azure.

Microsoft and OpenAI's famed AGI agreement is dead

OpenAI can now serve products across any cloud provider, dropping exclusivity with Microsoft and removing the AGI clause from their deal.

fromWIRED

What Microsoft Executives Really Thought About OpenAI in 2018

Microsoft executives expressed early reservations about additional funding for OpenAI, citing uncertain breakthroughs and concerns about losing OpenAI to Amazon.

fromNextgov.com

OpenAI announces availability across cloud providers

OpenAI ends exclusivity with Microsoft, expanding availability of its AI models to other cloud providers like AWS.

fromAxios

OpenAI breaks free of Microsoft's cloud

OpenAI can now sell through any cloud, limiting Microsoft's revenue share and removing the AGI clause from their agreement.

OpenAI ends exclusive partnership with Microsoft, AWS welcomes models

Microsoft loses exclusive access to OpenAI's technology, allowing OpenAI to partner with other cloud providers like AWS.

fromArs Technica

No longer exclusive: Microsoft agrees to let OpenAI see other cloud providers

OpenAI and Microsoft amended their partnership, allowing OpenAI to serve products across any cloud provider while maintaining a primary relationship with Azure.

Microsoft and OpenAI's famed AGI agreement is dead

OpenAI can now serve products across any cloud provider, dropping exclusivity with Microsoft and removing the AGI clause from their deal.

Snowflake Is Up 9% Today: Is It Outperforming Other Cloud Stocks Like ServiceNow?

Snowflake shares surged 9% to $152 on Thursday, outpacing ServiceNow's 5% gain, as enterprise software sentiment shows signs of recovery amid bargain-hunting and AI workload migration trends.

Privacy professionals

AI evaluation startup Braintrust confirms breach, tells every customer to rotate sensitive keys | TechCrunch

Braintrust urged customers to revoke and replace API keys after unauthorized access to its AWS cloud account was confirmed.

Broadcom updates VCF to address on-premise AI | Computer Weekly

Broadcom's VCF 9.1 offers a secure, cost-effective platform for AI workloads in private clouds, addressing key enterprise challenges.

Oracle's $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year

Oracle's Remaining Performance Obligations of $553 billion indicate strong future revenue growth and customer commitment.

Salesforce vs Oracle: There's Only One Winner In the Cloud AI Push

Oracle and Salesforce are pursuing AI growth strategies, but Oracle is heavily in debt while Salesforce operates with a capital-light model.

Oracle's $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year

Oracle's Remaining Performance Obligations of $553 billion indicate strong future revenue growth and customer commitment.

Salesforce vs Oracle: There's Only One Winner In the Cloud AI Push

Oracle and Salesforce are pursuing AI growth strategies, but Oracle is heavily in debt while Salesforce operates with a capital-light model.

60 Out of 65 Wall Street Analysts Say Buy Amazon. Not One Says Sell.

Amazon's P/E ratio is significantly lower than its historical median, indicating undervaluation despite strong growth in cloud computing and online retail.

Tech industry

Amazon vs. Microsoft and the Great AI Capex Divergence

Tech industry

Amazon Now Does Everything: From Books to Satellites to $615 Million Movies

Tech industry

Amazon's cloud sales are growing the most in 15 quarters. Investors sent the stock down on AI capex fears | Fortune

fromwww.businessinsider.com

Tech industry

Amazon's cloud business is surging - and so is its capital spending | TechCrunch

Tech industry

Amazon the chip company? Tech giant says it may sell AI chips as a product, not just a cloud service

60 Out of 65 Wall Street Analysts Say Buy Amazon. Not One Says Sell.

Amazon's P/E ratio is significantly lower than its historical median, indicating undervaluation despite strong growth in cloud computing and online retail.

Amazon vs. Microsoft and the Great AI Capex Divergence

Amazon's capital expenditures surged, impacting cash flow, while Microsoft reduced spending amid concerns over its AI partnership.

Amazon Now Does Everything: From Books to Satellites to $615 Million Movies

Amazon has evolved from selling books to a diverse portfolio including cloud services, satellite operations, and entertainment, with significant revenue growth.

Amazon's cloud sales are growing the most in 15 quarters. Investors sent the stock down on AI capex fears | Fortune

Amazon reported strong profit and sales growth in Q1, driven by a 28% increase in its cloud computing unit.

Amazon's cloud business is surging - and so is its capital spending | TechCrunch

Amazon's AWS experienced a 28% year-over-year sales increase, driven by the AI boom, marking its fastest growth in 15 quarters.

fromwww.businessinsider.com

Amazon the chip company? Tech giant says it may sell AI chips as a product, not just a cloud service

Amazon plans to sell Trainium AI chips to external customers within two years, increasing competition with Nvidia.

more#amazon

Anthropic said to commit to $200B in AI capacity on Google Cloud

Anthropic plans to spend $200 billion on Google Cloud over five years, significantly impacting Google's financial commitments.

The illusion of digital sovereignty and the reality of control | Computer Weekly

Organisations must improve exit velocity and ability to pivot for true digital resilience, yet many lack effective strategies.

Building AI apps and agents with Microsoft Foundry

Microsoft Foundry is a unified platform for AI development, offering tools for developers, ML engineers, and IT administrators.

#aws

Artificial intelligence

AWS lets agents drive its virtual cloudy desktops

Tech industry

AWS networking lab tour: Making networking disappear

Tech industry

AWS plants more tombstones in the application graveyard

DevOps

AWS and OpenAI expand partnership following end of Microsoft's exclusivity

AWS CEO Matt Garman sees huge business opportunity for Amazon in AI-powered software: 'Everything is going to be remade' | Fortune

AWS is entering the SaaS market with new AI-driven productivity tools, confident in the continued demand for software-as-a-service.

fromTNW | Amazon

AWS to sell OpenAI models after Microsoft drops exclusivity, as OpenAI misses revenue targets and faces $100B infrastructure commitments

AWS will sell OpenAI models after Microsoft ended its exclusive reselling rights, following a significant investment and restructuring in their partnership.

AWS lets agents drive its virtual cloudy desktops

AWS allows AI agents to operate within its WorkSpaces virtual PCs, enhancing automation and task management.

AWS networking lab tour: Making networking disappear

AWS aims to make networking seamless and unobtrusive, focusing on functionality rather than visibility.

AWS plants more tombstones in the application graveyard

AWS is entering the applications business with multiple new products and rebrands, including Amazon Quick and Amazon Connect offerings.

AWS and OpenAI expand partnership following end of Microsoft's exclusivity

Amazon Web Services and OpenAI have integrated advanced AI models into AWS, targeting large organizations for secure and scalable AI deployment.

AWS CEO Matt Garman sees huge business opportunity for Amazon in AI-powered software: 'Everything is going to be remade' | Fortune

AWS is entering the SaaS market with new AI-driven productivity tools, confident in the continued demand for software-as-a-service.

fromTNW | Amazon

AWS to sell OpenAI models after Microsoft drops exclusivity, as OpenAI misses revenue targets and faces $100B infrastructure commitments

AWS will sell OpenAI models after Microsoft ended its exclusive reselling rights, following a significant investment and restructuring in their partnership.

How Netflix Shapes our Fleet for Efficiency and Reliability

Netflix balances efficiency and reliability in its global service delivery through effective capacity and fleet planning.

fromTNW | Tq

Nscale invests 695M in Portugal with Microsoft as crypto-to-AI neocloud hits $14.6B valuation in two years

Nscale invests €695 million in Portugal to supply 66,000 Nvidia GPUs for Microsoft's Start Campus, enhancing Europe's AI infrastructure.

Diskless databases: What happens when storage isn't the bottleneck

Diskless architecture enhances database performance, availability, and scalability by separating compute and storage, eliminating constraints and simplifying operations.

Microsoft is ending reservations for older instance types

Microsoft will phase out older Azure VM instance types, ceasing new reservations this summer and decommissioning some by 2028.

Microsoft to stop reservations for 17 Azure VMs, kill 13

Microsoft will stop taking orders for one-year reservations for 13 instance types, meaning it won't be possible to book a server for a year. Microsoft will retire these instance types in May and November 2028.

Tech industry

While NVDA Dominates Headlines, Here's Where the Real AI Economics Are Hiding

NVIDIA's stock dominance contrasts with the cyclical nature of semiconductor revenue, highlighting the stronger economic position of software and cloud sectors.

Moving to a mainframe can be cheaper than VMware: Gartner

Moving to an IBM mainframe may be cheaper for VMware users than adopting Broadcom's new licenses, according to Gartner's analysis.

fromNew Relic

Escaping the "Snowflake Tax": How we cut data costs by over 50% at New Relic

Decoupling storage from compute led to significant cost savings and improved scalability in data management.

The $665 billion question: Will Big Tech's AI gamble pay off? | Fortune

Big Tech plans to invest $665 billion in AI this year, significantly increasing from previous spending levels.

Microsoft levels up Azure Local for sovereign clouds

Microsoft's Azure Local has been revamped to support large-scale sovereign infrastructure with enhanced management and scalability features.

Microsoft reports sinking Xbox revenue as its cloud business climbs

Microsoft's Xbox hardware revenue fell 33%, while cloud and productivity sectors thrived, driving overall revenue to $82.9 billion.

Healthcare

fromNextgov.com

FDA to pilot real-time clinical drug trials through cloud and AI

The FDA's new pilot program uses AI and cloud computing to monitor clinical trial data in real time, potentially reducing drug approval timelines significantly.

Enterprises need to think beyond GPUs for agentic AI, analysts say

Enterprises must evaluate hardware options and pricing models for Agentic AI, emphasizing CPU importance for workflow management over GPU usage.

SAS Viya brings data infrastructure and agentic AI closer to each other

SAS announced major expansions to the Viya platform, enhancing data management and AI integration for improved analytics and governance.

Microsoft, OpenAI change contract terms-again

Enterprises must collaborate with multiple AI vendors due to evolving technology and partnerships.

Science

fromTechRepublic