Amazon and Google are winning the AI capex race - but what's the prize? | TechCrunch
Amazon leads the tech capex race with a projected $200B for 2026, outpacing peers as companies massively increase spending on AI-related infrastructure.
AI has pumped hyperscale - but how long can it last?
Hyperscale datacenter operators nearly tripled infrastructure spending and increased quarterly operational capacity by roughly 170% driven by surging demand for AI workloads since late 2022.
EU cloud gang wins licensing concessions from Microsoft
CISPE stated that the agreement allows members to offer Microsoft software to customers on a pay-as-you-go basis through Microsoft's Cloud Solution Program, enhancing privacy for European users.