#hyperscaler-capex

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#ai #data-centers #cloud-computing #ai-infrastructure #google-cloud #amazon #anthropic #aws #infrastructure
#google-cloud
fromTNW | Google
11 hours ago
Artificial intelligence

Google launches $750M partner fund at Cloud Next 2026 to finance agentic AI deployments across Accenture, Deloitte, KPMG

Artificial intelligence
fromFortune
1 day ago

Google Cloud's next big moment-and what it needs to continue its ascent | Fortune

Google's AI advancements are revitalizing its cloud division, with significant revenue growth and a focus on addressing bottlenecks in AI implementation.
fromTechCrunch
10 hours ago
Tech industry

Google makes an interesting choice with its new agent building tool for enterprises | TechCrunch

fromTNW | Google
9 hours ago
Artificial intelligence

Pichai opens Cloud Next 2026 with $240B backlog, 750M Gemini users, and a plan to turn Search into an agent manager

Google Cloud reported $70 billion in annual revenue, 48% growth, and a $240 billion backlog, emphasizing its role in the evolving enterprise AI landscape.
fromTechCrunch
15 hours ago
Artificial intelligence

The most interesting startups showcased at Google Cloud Next 2026 | TechCrunch

Google is investing $750 million to support AI startups on its Cloud platform.
Artificial intelligence
fromTNW | Google
11 hours ago

Google launches $750M partner fund at Cloud Next 2026 to finance agentic AI deployments across Accenture, Deloitte, KPMG

Google launched a $750 million fund to boost partners' agentic AI development, marking a strategic shift in enterprise AI competition.
Artificial intelligence
fromFortune
1 day ago

Google Cloud's next big moment-and what it needs to continue its ascent | Fortune

Google's AI advancements are revitalizing its cloud division, with significant revenue growth and a focus on addressing bottlenecks in AI implementation.
Tech industry
fromTechCrunch
10 hours ago

Google makes an interesting choice with its new agent building tool for enterprises | TechCrunch

Google introduced the Gemini Enterprise Agent Platform for building and managing AI agents, targeting IT teams and business users with various functionalities.
Artificial intelligence
fromTNW | Google
9 hours ago

Pichai opens Cloud Next 2026 with $240B backlog, 750M Gemini users, and a plan to turn Search into an agent manager

Google Cloud reported $70 billion in annual revenue, 48% growth, and a $240 billion backlog, emphasizing its role in the evolving enterprise AI landscape.
more#google-cloud
#meta
more#meta
fromBig Think
11 hours ago

Why AI data centers might lower electricity prices - not raise them

"These are mega-rich people who are not here to do charitable things. They don't love Joliet. I'm here because I love Joliet, and I don't want to see my utilities go up."
Silicon Valley real estate
#cloud-computing
DevOps
fromInfoQ
7 hours ago

When a Cloud Region Fails: Rethinking High Availability in a Geopolitically Unstable World

Cloud regions are influenced by geopolitical events, necessitating multi-region strategies for resilience against disruptions.
European startups
fromTechzine Global
1 day ago

The European cloud of the future is built using actual, physical containers

Cloud workloads increasingly utilize physical containers through initiatives like the Modular Integrated Sustainable Datacenter (MISD) project.
Business intelligence
fromInfoWorld
1 week ago

The hyperscalers are pricing themselves out of AI workloads

AI is challenging traditional cloud pricing models, as buyers seek exceptional value beyond brand recognition and familiar pricing strategies.
DevOps
fromInfoWorld
5 days ago

When cloud giants neglect resilience

Cloud outages highlight reliability issues as providers prioritize cost-cutting over service stability, raising questions about acceptable levels of unreliability.
DevOps
fromInfoQ
7 hours ago

When a Cloud Region Fails: Rethinking High Availability in a Geopolitically Unstable World

Cloud regions are influenced by geopolitical events, necessitating multi-region strategies for resilience against disruptions.
European startups
fromTechzine Global
1 day ago

The European cloud of the future is built using actual, physical containers

Cloud workloads increasingly utilize physical containers through initiatives like the Modular Integrated Sustainable Datacenter (MISD) project.
Business intelligence
fromInfoWorld
1 week ago

The hyperscalers are pricing themselves out of AI workloads

AI is challenging traditional cloud pricing models, as buyers seek exceptional value beyond brand recognition and familiar pricing strategies.
DevOps
fromInfoWorld
5 days ago

When cloud giants neglect resilience

Cloud outages highlight reliability issues as providers prioritize cost-cutting over service stability, raising questions about acceptable levels of unreliability.
more#cloud-computing
Business
from24/7 Wall St.
11 hours ago

Why Cisco's AI and Networking Tailwinds Point to $98.76 in 12 Months

Cisco Systems shows potential for continued gains with a price target of $98.76, reflecting a 12.6% upside over the next year.
#data-centers
Environment
fromwww.dw.com
1 day ago

Why the cloud still runs on coal and gas

Data centers in the U.S. are straining energy grids, leading to increased reliance on fossil fuels and delaying renewable energy goals.
EU data protection
fromTechzine Global
18 hours ago

New EU rules stall due to lack of data center data

Europe's data center sustainability regulations reveal significant gaps in data quality and reporting, hindering accurate assessments of energy consumption and environmental impact.
Real estate
fromwww.businessinsider.com
1 day ago

The AI data center boom is moving closer to cities and this Texas developer just raised $2 billion to bet on it

Texas is becoming a hub for data centers that support AI training, with facilities being built closer to population centers.
Data science
fromTechzine Global
5 days ago

Eaton: AI data centers need aerospace-grade engineering

AI demands require a complete overhaul of data center infrastructure, moving from traditional cooling methods to advanced systems-level designs.
Environment
fromwww.dw.com
1 day ago

Why cloud computing still runs on coal and gas

Data centers' energy demands are straining U.S. power grids, leading to reliance on fossil fuels and delaying renewable energy goals.
Environment
fromWIRED
17 hours ago

New Gas-Powered Data Centers Could Emit More Greenhouse Gases Than Entire Nations

Natural gas projects for data centers linked to major tech companies could emit over 129 million tons of greenhouse gases annually.
Environment
fromwww.dw.com
1 day ago

Why the cloud still runs on coal and gas

Data centers in the U.S. are straining energy grids, leading to increased reliance on fossil fuels and delaying renewable energy goals.
EU data protection
fromTechzine Global
18 hours ago

New EU rules stall due to lack of data center data

Europe's data center sustainability regulations reveal significant gaps in data quality and reporting, hindering accurate assessments of energy consumption and environmental impact.
Real estate
fromwww.businessinsider.com
1 day ago

The AI data center boom is moving closer to cities and this Texas developer just raised $2 billion to bet on it

Texas is becoming a hub for data centers that support AI training, with facilities being built closer to population centers.
Data science
fromTechzine Global
5 days ago

Eaton: AI data centers need aerospace-grade engineering

AI demands require a complete overhaul of data center infrastructure, moving from traditional cooling methods to advanced systems-level designs.
Environment
fromwww.dw.com
1 day ago

Why cloud computing still runs on coal and gas

Data centers' energy demands are straining U.S. power grids, leading to reliance on fossil fuels and delaying renewable energy goals.
Environment
fromWIRED
17 hours ago

New Gas-Powered Data Centers Could Emit More Greenhouse Gases Than Entire Nations

Natural gas projects for data centers linked to major tech companies could emit over 129 million tons of greenhouse gases annually.
more#data-centers
#amazon
Venture
fromTechCrunch
2 days ago

Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return | TechCrunch

Amazon invests $5 billion in Anthropic, raising total investment to $13 billion, while Anthropic commits over $100 billion to AWS over ten years.
Artificial intelligence
fromArs Technica
1 day ago

Anthropic gets $5B investment from Amazon, will use it to buy Amazon chips

Amazon invests an additional $5 billion in Anthropic, raising total investment to $13 billion, to support Claude AI models with more computing resources.
Artificial intelligence
fromTechRepublic
1 day ago

Amazon Deepens Anthropic Partnership, Eyeing Up to $25B as Claude Demand Surges

Amazon is investing heavily in Anthropic to enhance AWS's role in AI by providing significant computing resources for Claude.
Artificial intelligence
fromnews.bitcoin.com
1 day ago

Amazon Invests $5 Billion More in Anthropic, Secures 10-Year AWS Deal Worth $100 Billion

Amazon invested $5 billion in Anthropic, raising total investment to $13 billion, with a $100 billion commitment to AWS over 10 years for Claude model training.
Artificial intelligence
fromInfoWorld
1 day ago

Amazon's $5B Anthropic bet is really about compute, not just cash

Amazon invests $5 billion in Anthropic to secure long-term compute capacity and alleviate infrastructure constraints amid rising AI demand.
DevOps
fromwww.businessinsider.com
1 week ago

Amazon creates 'Project Houdini' to make data center delays disappear

Amazon's Project Houdini aims to speed up data center construction by moving processes to factories, addressing AI demand and capacity constraints.
Venture
fromTechCrunch
2 days ago

Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return | TechCrunch

Amazon invests $5 billion in Anthropic, raising total investment to $13 billion, while Anthropic commits over $100 billion to AWS over ten years.
Artificial intelligence
fromArs Technica
1 day ago

Anthropic gets $5B investment from Amazon, will use it to buy Amazon chips

Amazon invests an additional $5 billion in Anthropic, raising total investment to $13 billion, to support Claude AI models with more computing resources.
Artificial intelligence
fromTechRepublic
1 day ago

Amazon Deepens Anthropic Partnership, Eyeing Up to $25B as Claude Demand Surges

Amazon is investing heavily in Anthropic to enhance AWS's role in AI by providing significant computing resources for Claude.
Artificial intelligence
fromnews.bitcoin.com
1 day ago

Amazon Invests $5 Billion More in Anthropic, Secures 10-Year AWS Deal Worth $100 Billion

Amazon invested $5 billion in Anthropic, raising total investment to $13 billion, with a $100 billion commitment to AWS over 10 years for Claude model training.
Artificial intelligence
fromInfoWorld
1 day ago

Amazon's $5B Anthropic bet is really about compute, not just cash

Amazon invests $5 billion in Anthropic to secure long-term compute capacity and alleviate infrastructure constraints amid rising AI demand.
DevOps
fromwww.businessinsider.com
1 week ago

Amazon creates 'Project Houdini' to make data center delays disappear

Amazon's Project Houdini aims to speed up data center construction by moving processes to factories, addressing AI demand and capacity constraints.
more#amazon
Business intelligence
fromFortune
14 hours ago

The $6 trillion reinvention: Why IT services firms must start underwriting outcomes | Fortune

Autonomous AI is transforming IT services by enhancing value creation, delivery, and pricing models.
#saas
more#saas
#ai
DevOps
fromdzone.com
6 hours ago

Revolutionizing Scaled Agile Frameworks: AI, MuleSoft, AWS

AI, MuleSoft, and AWS can significantly enhance the Scaled Agile Framework by automating metrics and improving decision-making.
fromFortune
1 week ago
Tech industry

The dirty secret behind Big Tech's AI arms race: Massive hardware investments that are obsolete in 3 years | Fortune

Silicon Valley
fromTNW | Opinion
2 days ago

Op-Ed: SaaS is not dead. You are just being sold the funeral

AI will not replace human creativity and traditional software is not dead despite prevailing narratives.
London startup
fromTheregister
2 days ago

AI is reshaping Britain's datacenter map away from London

UK AI datacenter capacity may shift from London due to power shortages and planning constraints, making other locations more appealing.
DevOps
fromdzone.com
6 hours ago

Revolutionizing Scaled Agile Frameworks: AI, MuleSoft, AWS

AI, MuleSoft, and AWS can significantly enhance the Scaled Agile Framework by automating metrics and improving decision-making.
Tech industry
fromFortune
1 week ago

The dirty secret behind Big Tech's AI arms race: Massive hardware investments that are obsolete in 3 years | Fortune

Hyperscalers are rapidly replacing hardware, leading to losses despite increased AI capital expenditures, which may harm long-term profitability.
DevOps
fromTechRepublic
8 hours ago

AI Demand Is Forcing a Rethink of Data Center Power, Cooling

AI's rapid growth is challenging data center infrastructure, necessitating rethinking of power, cooling, and construction strategies.
more#ai
Web frameworks
fromInfoQ
2 days ago

Cloudflare Introduces Project Think: A Durable Runtime for AI Agents

Cloudflare's Project Think introduces durable AI agents with a kernel-like runtime, enabling long-lived workloads and preserving execution progress during platform restarts.
NYC startup
fromTheregister
2 days ago

Trump-branded datacenter fails to make itself great, again

Fermi America faces leadership changes as CEO Toby Neugebauer and CFO Miles Everson resign amid struggles to secure customers and power equipment.
Marketing
fromMarTech
2 days ago

Marketing investment is a capital allocation decision | MarTech

Marketing spend should be treated as a capital allocation decision to optimize contribution profit and revenue growth.
#scale-computing
Scala
fromTechzine Global
1 week ago

New Scale Computing gets new Velocity Partner Program

Scale Computing revamps its partner program to address market changes and strengthen relationships with partners amid industry challenges.
Software development
fromTechzine Global
6 days ago

Scale sets edge platform's software ever more free from hardware constraints

Scale Computing is reducing hardware requirements for its software, allowing more flexibility for partners and customers in choosing hardware platforms.
Scala
fromTechzine Global
1 week ago

New Scale Computing gets new Velocity Partner Program

Scale Computing revamps its partner program to address market changes and strengthen relationships with partners amid industry challenges.
Software development
fromTechzine Global
6 days ago

Scale sets edge platform's software ever more free from hardware constraints

Scale Computing is reducing hardware requirements for its software, allowing more flexibility for partners and customers in choosing hardware platforms.
more#scale-computing
#microsoft
Tech industry
fromComputerworld
20 hours ago

Microsoft trims cloud desktop pricing, even as it boosts AI costs

Microsoft is reducing prices for Windows 365 and AVD while increasing Microsoft 365 costs, aiming to promote cloud-based PCs and AI services.
Marketing tech
fromAxios
1 day ago

Microsoft wants to build the infrastructure behind the AI internet

Microsoft is creating a two-sided marketplace to compensate publishers for content used by AI products, ensuring fair use and collaboration.
Tech industry
fromComputerworld
20 hours ago

Microsoft trims cloud desktop pricing, even as it boosts AI costs

Microsoft is reducing prices for Windows 365 and AVD while increasing Microsoft 365 costs, aiming to promote cloud-based PCs and AI services.
Information security
fromNextgov.com
10 hours ago

Microsoft to test third-party AI models for incorporation in its security offerings

Microsoft is evaluating third-party AI systems to enhance its cybersecurity measures against AI-driven threats.
Marketing tech
fromAxios
1 day ago

Microsoft wants to build the infrastructure behind the AI internet

Microsoft is creating a two-sided marketplace to compensate publishers for content used by AI products, ensuring fair use and collaboration.
more#microsoft
#vast-data
Venture
fromTechzine Global
12 hours ago

VAST Data grows extremely fast and is highly profitable; IPO is on the horizon

VAST Data's valuation has surged to $30 billion following its Series F funding round, reflecting significant growth and profitability.
Venture
fromTechzine Global
12 hours ago

VAST Data grows extremely fast and is highly profitable; IPO is on the horizon

VAST Data's valuation has surged to $30 billion following its Series F funding round, reflecting significant growth and profitability.
Venture
fromTNW | Investors-Funding
7 hours ago

VAST Data raises $1B at $30B valuation with Nvidia backing as AI data infrastructure demand accelerates

VAST Data raised $1 billion in Series F funding, achieving a $30 billion valuation, significantly increasing from its previous valuation of $9.1 billion.
more#vast-data
#ai-infrastructure
DevOps
fromMedium
2 days ago

The AI Infrastructure Stack in 2026: Companies Building the Future of AI

AI infrastructure companies are transforming the deployment and scaling of artificial intelligence into full production systems with essential governance and observability.
fromwww.businessinsider.com
3 weeks ago
Venture

10 power players behind the data center debt boom

The AI boom is driving a significant financing surge for data centers, with major Wall Street firms leading the charge.
Artificial intelligence
from24/7 Wall St.
11 hours ago

Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

The AI arms race benefits companies supplying infrastructure, particularly those providing connectivity solutions and data center technology.
European startups
fromTheregister
18 hours ago

UK firms to deploy AI projects abroad as energy costs rise

One in five UK firms have moved AI workloads abroad due to high energy costs, threatening the government's economic growth plans.
DevOps
fromMedium
2 days ago

The AI Infrastructure Stack in 2026: Companies Building the Future of AI

AI infrastructure companies are transforming the deployment and scaling of artificial intelligence into full production systems with essential governance and observability.
Artificial intelligence
from24/7 Wall St.
11 hours ago

Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

The AI arms race benefits companies supplying infrastructure, particularly those providing connectivity solutions and data center technology.
more#ai-infrastructure
Software development
fromInfoWorld
18 hours ago

Google's Gemma 4 shines on local systems - both big and small

Gemma 4's mixture of experts design enhances performance by allowing CPU weight allocation, improving token generation speed significantly.
Business
from24/7 Wall St.
1 day ago

Forget Nvidia: Why HPE Could Be the Overlooked AI Infrastructure Play of 2026

Hewlett Packard Enterprise is an overlooked investment opportunity in AI infrastructure with strong financial growth and expanding margins.
Web frameworks
fromInfoQ
6 days ago

Speed at Scale: Optimizing the Largest CX Platform Out There

Optimizing performance in customer experience platforms involves addressing challenges rather than focusing solely on the latest technologies.
London startup
fromComputerWeekly.com
1 week ago

Data dive: A new American Century in the datacentre pipeline? | Computer Weekly

US datacentre capacity is projected to triple, while the UK will slip in global rankings for datacentre capacity.
DevOps
fromNew Relic
15 hours ago

A Billion Dollars Transacted: Built for What's Next

Efficiency gains from observability allow teams to focus on strategic work and accelerate feature development.
Information security
fromZDNET
15 hours ago

Google bets $32B on AI agent cyber force as security arms race escalates

Google introduces AI agents for cyber defense, enhancing threat detection and mitigation capabilities against increasingly sophisticated cyberattacks.
fromComputerWeekly.com
19 hours ago

Blackbox replaces two racks of HPE storage with 8U of Everpure | Computer Weekly

Blackbox Hosting has consolidated storage from two full racks down to just 8U of rack space following migration to Everpure FlashArray hardware, achieving a 10:1 data reduction ratio and an 85% reduction in power utilization.
DevOps
Marketing tech
fromAdExchanger
1 day ago

Going Global? Contextual AI Needs To Be Your Strategy | AdExchanger

US brands need to prioritize contextual targeting for effective global marketing strategies, as cultural nuances significantly impact engagement and attention.
Information security
fromComputerWeekly.com
12 hours ago

Interview: Critical local infrastructure is missing link in UK cyber resilience | Computer Weekly

Local infrastructure in the UK is vulnerable to cyber attacks, risking severe disruption to essential services and public safety.
Venture
fromTNW | Investors-Funding
2 days ago

Australia's NEXTDC launches A$2.2 billion capital plan

NEXTDC is raising A$1.5 billion through an equity offering to fund the expansion of its data centre operations in response to increased demand.
European startups
fromTheregister
2 days ago

Europe picks 4 sovereign cloud providers, but one has Google

The European Commission awarded contracts for cloud services, raising concerns about true independence due to involvement of S3NS, a Thales and Google Cloud joint venture.
fromTheregister
5 days ago

Users complain of UK Azure capacity problems

Azure UK is full. Like full full. There's no additional quota available in any UK region, meaning no new VMs or AKS clusters can be created.
Tech industry
DevOps
fromInfoQ
1 day ago

Cloudflare Outlines MCP Architecture as Enterprises Confront Security and Governance Risks

Centralized governance and remote infrastructure are essential for secure Model Context Protocol deployments, addressing risks like prompt injection and supply chain attacks.
Marketing tech
fromComputerworld
1 day ago

Adobe builds an 'agentic content supply chain' for the AI era

Adobe's new tools automate content creation and enhance branding through generative AI and agentic assistants.
fromFortune
2 days ago

Data centers now account for half of all new U.S. electricity use, just as Americans start to sour on AI | Fortune

Data centers accounted for around 50% of all electricity demand growth in the U.S. last year, according to the IEA, far surpassing the rise in electricity usage in the residential, industrial, and transport sectors.
Environment
fromTechzine Global
20 hours ago

Red Hat OpenShift takes sovereign step to Google Cloud Dedicated

Red Hat OpenShift on Google Cloud Dedicated is designed to address several key pillars of digital sovereignty: data residency, technological autonomy, and supply chain resilience. With isolated infrastructure, it must comply with regulations such as the GDPR and regional sovereignty rules.
DevOps
Marketing tech
fromMarTech
1 day ago

Microsoft updates ads platform for AI-driven discovery | MarTech

Microsoft is enhancing AI Max for Search campaigns to improve ad visibility and personalization within AI-driven environments.
Marketing tech
fromDigiday
1 day ago

Ad Tech Briefing: The days of bloat are over, as efficiency drives ad tech's C-suite exodus

Independent ad tech players must adapt or risk failure amid increasing competition from LLMs and evolving market dynamics.
Artificial intelligence
fromZDNET
15 hours ago

How Google just revamped Gemini Enterprise for the agentic era - here's what's new

Google launched the Gemini Enterprise Agent Platform to enhance automated workflows and security for developers.
DevOps
fromComputerWeekly.com
2 days ago

Storage implications of a modern IT architecture | Computer Weekly

Organizations are increasingly using containers to modernize applications and manage both cloud-native and traditional workloads with Kubernetes.
DevOps
fromInfoWorld
1 day ago

Enterprises are rethinking Kubernetes

Kubernetes is losing its status as the default choice for enterprise application deployment due to operational complexities and rising expectations.
fromInfoQ
3 days ago

Engineering Stable, Secure and Scalable Platforms: A Conversation with Matthew Liste

I was always a tinkerer, I guess. I grew up in the age where computers were not ubiquitous or common. An experience as a kid was instrumental in how my career happened.
DevOps
DevOps
from24/7 Wall St.
6 days ago

Oracle's New AWS Partnership Just Put It Ahead of Azure and Google Cloud

Multicloud setups are essential for enterprise AI, enabling seamless data movement and integration across different cloud providers.
#snowflake
Artificial intelligence
fromInfoWorld
1 day ago

Snowflake offers help to users and builders of AI agents

Snowflake enhances its Intelligence and Cortex Code for better automation and data source access, aiming for a unified enterprise AI experience.
Artificial intelligence
fromInfoWorld
1 day ago

Snowflake offers help to users and builders of AI agents

Snowflake enhances its Intelligence and Cortex Code for better automation and data source access, aiming for a unified enterprise AI experience.
more#snowflake
Artificial intelligence
fromEntrepreneur
1 day ago

Salesforce CEO Marc Benioff Says Rumors of the 'SaaSpocalypse' Are Greatly Exaggerated

Marc Benioff believes AI will enhance Salesforce's value rather than destroy it, despite Wall Street's fears of a 'SaaSpocalypse'.
Artificial intelligence
fromMedium
1 day ago

Enterprise AI in Practice: 6 Must-Watch Sessions on Scaling Agentic Systems

Enterprise AI is transitioning from experimentation to execution, presenting challenges in governance, scaling, and measurable business impact.
Artificial intelligence
fromAxios
2 days ago

Anthropic bites back in the compute wars with Amazon partnership

Anthropic is investing heavily in compute capacity to enhance its Claude models, competing directly with OpenAI's infrastructure advantage.
US politics
fromFortune
2 months ago

Inside the race to build data centers | Fortune

Mega-scale AI data centers are driving AI growth, transforming landscapes, straining energy and water resources, and creating major political and economic conflicts.
Business
fromThe Motley Fool
2 months ago

Google Plans to Double Capex Spending as Cloud Growth Soars 48% | The Motley Fool

Alphabet's AI-driven strategy is boosting cloud revenue and profitability while sustaining strong search ad growth, enabling higher earnings and continued heavy investment.
DevOps
fromInfoWorld
1 month ago

Cloud at 20: Cost, complexity, and control

Cloud computing has failed to deliver on its promise of simplified IT operations and cost savings, instead creating greater complexity and spiraling expenses for most enterprises.
#aws
more#aws
Tech industry
fromTechzine Global
2 months ago

AWS prepares to invest $200 billion in AI infrastructure by 2026

Amazon will invest about $200 billion by 2026, primarily in AWS, expanding data-center capacity to meet structurally higher AI-driven compute demand.
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