#hyperscalers

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#meta
Tech industry
fromComputerworld
18 hours ago

Meta's compute grab continues with agreement to deploy tens of millions of AWS Graviton cores

Meta is expanding its compute capabilities by partnering with AWS and utilizing multiple chip architectures for AI development.
Tech industry
fromInfoWorld
18 hours ago

Meta's compute grab continues with agreement to deploy tens of millions of AWS Graviton cores

Meta is expanding its compute capabilities by partnering with AWS and utilizing multiple chip architectures for AI development.
Media industry
fromExchangewire
1 day ago

The Stack: Big Tech Reckoning

The industry is undergoing significant changes with legal pressures, job cuts, and leadership shifts affecting major companies like Meta and Apple.
Tech industry
fromTNW | Amazon
6 hours ago

Meta signs multibillion-dollar deal for Amazon Graviton5 chips as AI compute demand outstrips $135B capex budget

Meta signed a multibillion-dollar deal with Amazon to deploy Graviton5 CPU cores for AI workloads, reflecting a significant demand for compute resources.
Tech industry
fromTheregister
1 day ago

Meta to use millions of AWS Graviton cores

Meta will use tens of millions of AWS Graviton 5 CPU cores to support its AI deployments, marking a significant collaboration with Amazon.
Tech industry
fromComputerworld
18 hours ago

Meta's compute grab continues with agreement to deploy tens of millions of AWS Graviton cores

Meta is expanding its compute capabilities by partnering with AWS and utilizing multiple chip architectures for AI development.
Tech industry
fromInfoWorld
18 hours ago

Meta's compute grab continues with agreement to deploy tens of millions of AWS Graviton cores

Meta is expanding its compute capabilities by partnering with AWS and utilizing multiple chip architectures for AI development.
Media industry
fromExchangewire
1 day ago

The Stack: Big Tech Reckoning

The industry is undergoing significant changes with legal pressures, job cuts, and leadership shifts affecting major companies like Meta and Apple.
Tech industry
fromTNW | Amazon
6 hours ago

Meta signs multibillion-dollar deal for Amazon Graviton5 chips as AI compute demand outstrips $135B capex budget

Meta signed a multibillion-dollar deal with Amazon to deploy Graviton5 CPU cores for AI workloads, reflecting a significant demand for compute resources.
Tech industry
fromTheregister
1 day ago

Meta to use millions of AWS Graviton cores

Meta will use tens of millions of AWS Graviton 5 CPU cores to support its AI deployments, marking a significant collaboration with Amazon.
#cloud-computing
European startups
fromNextgov.com
1 day ago

Commerce goes direct to hyperscalers with $4.1B cloud pact

The Commerce Department is initiating a $4.1 billion cloud computing agreement exclusively for hyperscale cloud service providers.
Online learning
fromInfoWorld
1 day ago

Where to begin a cloud career

Effective free courses establish foundational knowledge and context, making hands-on learning in cloud computing more accessible and effective.
DevOps
fromInfoQ
2 days 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
4 days 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.
European startups
fromNextgov.com
1 day ago

Commerce goes direct to hyperscalers with $4.1B cloud pact

The Commerce Department is initiating a $4.1 billion cloud computing agreement exclusively for hyperscale cloud service providers.
Online learning
fromInfoWorld
1 day ago

Where to begin a cloud career

Effective free courses establish foundational knowledge and context, making hands-on learning in cloud computing more accessible and effective.
DevOps
fromInfoQ
2 days 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
4 days 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.
fromTNW | Opinion
7 hours ago
Business intelligence

How web intelligence is powering the next wave of AI Infrastructure

The web intelligence industry is evolving to support AI's growing demands for multimodal data processing, particularly in handling video content.
Environment
fromFuturism
21 hours ago

Just 11 AI Data Centers Could Belch More Fumes Than Entire Countries

Eleven gas-powered data centers in the US could emit more greenhouse gases than entire countries with millions of residents.
Artificial intelligence
fromTheregister
4 hours ago

Ex-AWS legend explains what enterprises need to make AI work

Enterprise AI projects fail when companies prioritize technology over people and do not adapt their organizational processes accordingly.
DevOps
fromTechRepublic
2 years ago

What is Cloud Security? Fundamental Guide

Cloud security requires specialized processes and technologies to protect assets and data from evolving threats in a dynamic environment.
Marketing tech
fromExchangewire
1 day ago

Bedrock Debuts Containerised DSP Deployment on Index Cloud, Enabling Model-Driven Bidding at Scale

Bedrock Platform launched the first containerised DSP on Index Cloud, enhancing programmatic buying efficiency and decision-making capabilities.
Toronto startup
fromwww.businessinsider.com
1 day ago

Big Tech's AI data centers are pushing the power grid to its limits and one state is feeling it the most

Texas is set to become the world's data center capital by 2030, with power demand expected to quadruple by 2032.
#ai-adoption
Media industry
fromFuturism
22 hours ago

Chinese Netflix Competitor Opens Floodgates to AI Slop

iQIYI plans to shift to primarily AI-generated content within five years, transforming its platform into a social media destination.
fromInfoQ
2 days ago

How to Build an Exchange: Sub Millisecond Response Times and 24/7 Uptimes in the Cloud

Exchanges are a place where you can submit an order to buy something, letting everyone know about the price you want and notifying you when your order gets filled. They serve as financial infrastructure, providing up-to-date prices and facilitating trades.
Cryptocurrency
Data science
fromTechzine Global
1 day ago

Pinecone On-Demand is thirsty for bursty workloads

Pinecone offers solutions for variable and sustained query workloads in AI, focusing on cost-effective and predictable performance.
Software development
fromTechzine Global
1 day ago

Canonical releases Ubuntu 26.04 LTS with a focus on enterprise

Ubuntu 26.04 LTS emphasizes stability, security, and AI support, featuring a new Linux kernel and memory-safe software components.
fromHarvard Business Review
2 days ago

The End of One-Size-Fits-All Enterprise Software

Generative AI is dissolving the economic logic that made standardized enterprise software the only practical choice for most companies. What replaces it will be shaped not just by the rapidly evolving capabilities of this new technology, but by leaders willing to ask a harder question: Which workflows do we actually need to own?
Startup companies
fromBig Think
3 days 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
Science
fromTechCrunch
2 days ago

AI galaxy hunters are adding to the global GPU crunch | TechCrunch

NASA will launch the Nancy Grace Roman space telescope in September 2026, providing 20,000 terabytes of data to astronomers.
Business
from24/7 Wall St.
4 days 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.
#amazon
Venture
fromTechCrunch
4 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
fromInfoWorld
4 days 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.
Artificial intelligence
fromArs Technica
4 days 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
fromnews.bitcoin.com
4 days 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.
Venture
fromTechCrunch
4 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
fromInfoWorld
4 days 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.
Artificial intelligence
fromArs Technica
4 days 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
fromnews.bitcoin.com
4 days 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.
#ai
Silicon Valley
fromTNW | Opinion
5 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.
Artificial intelligence
fromComputerWeekly.com
1 day ago

Google Cloud Next: It's time to create value, not slop, from the AI boom | Computer Weekly

AI mania raises concerns about reckless applications similar to the historical misuse of radium, highlighting the need for caution and understanding.
London startup
fromTheregister
5 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
fromTechRepublic
2 days 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.
Silicon Valley
fromTNW | Opinion
5 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.
Artificial intelligence
fromComputerWeekly.com
1 day ago

Google Cloud Next: It's time to create value, not slop, from the AI boom | Computer Weekly

AI mania raises concerns about reckless applications similar to the historical misuse of radium, highlighting the need for caution and understanding.
London startup
fromTheregister
5 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
fromTechRepublic
2 days 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.
DevOps
fromMedium
2 hours ago

Implementing a Self-Service Data Platform

Implementing a self-service data platform can empower teams to manage their own data products without constant data engineering support.
Environment
fromFortune
22 hours ago

Data centers are finding a surprising way to deploy batteries | Fortune

Data centers are increasingly pairing batteries with fossil fuels to ensure reliable power for AI operations.
#google
Business intelligence
fromInfoWorld
2 days ago

Google pitches Agentic Data Cloud to help enterprises turn data into context for AI agents

Google is enhancing its data and analytics portfolio to compete with AWS and Microsoft in AI data management.
Business intelligence
fromInfoWorld
2 days ago

Google pitches Agentic Data Cloud to help enterprises turn data into context for AI agents

Google is enhancing its data and analytics portfolio to compete with AWS and Microsoft in AI data management.
Artificial intelligence
fromTNW | Corporates-Innovation
3 days ago

Google Cloud Next 2026: AI agents, A2A protocol, Workspace Studio, and the full-stack bet against OpenAI and Anthropic

Google rebranded its AI platform to Gemini Enterprise Agent Platform, consolidating various services and emphasizing a full-stack approach to AI solutions.
Marketing tech
fromWWD
1 day ago

SAP and Google Cloud Join Forces to Revolutionize AI-Driven Marketing

SAP SE and Google Cloud are integrating AI agents to enhance marketing strategies through unified data access and multi-agent orchestration.
#microsoft
fromNextgov.com
3 days ago
Information security

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

Marketing tech
fromAxios
4 days 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
3 days 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
3 days 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
4 days 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
3 days 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.
#google-cloud
Artificial intelligence
fromTheregister
2 days ago

Google on why its all-in-one AI stack embraces competitors

Google Cloud has a unique advantage with its integrated AI infrastructure, models, and data platform, essential for enterprise AI value.
Artificial intelligence
fromFortune
3 days 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.
fromTNW | Google
3 days ago
Artificial intelligence

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

fromTechCrunch
3 days 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.
fromTNW | Google
3 days 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.
Artificial intelligence
fromTheregister
2 days ago

Google on why its all-in-one AI stack embraces competitors

Google Cloud has a unique advantage with its integrated AI infrastructure, models, and data platform, essential for enterprise AI value.
Artificial intelligence
fromFortune
3 days 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.
Artificial intelligence
fromTNW | Google
3 days 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
fromTNW | Google
3 days 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.
DevOps
fromTheregister
2 days ago

Hybrid clouds have two attack surfaces - so watch both

Hybrid cloud management tools present significant security vulnerabilities that users often overlook.
#deepseek
European startups
fromFortune
1 day ago

DeepSeek unveils its newest model at rock-bottom prices and with 'full support' from Huawei chips | Fortune

DeepSeek released its V4 model, claiming performance rivaling top closed-source models, impacting market shares of competitors and related companies.
European startups
fromwww.aljazeera.com
1 day ago

China's DeepSeek unveils latest models a year after upending global tech

DeepSeek-V4-Pro outperforms rival open models in maths and coding, trailing only Google's Gemini 3.1-Pro in world knowledge.
European startups
fromFortune
1 day ago

DeepSeek unveils its newest model at rock-bottom prices and with 'full support' from Huawei chips | Fortune

DeepSeek released its V4 model, claiming performance rivaling top closed-source models, impacting market shares of competitors and related companies.
European startups
fromwww.aljazeera.com
1 day ago

China's DeepSeek unveils latest models a year after upending global tech

DeepSeek-V4-Pro outperforms rival open models in maths and coding, trailing only Google's Gemini 3.1-Pro in world knowledge.
fromComputerworld
1 day ago

Gartner: Global IT spending to grow by 13.5% this year

Global IT spending is expected to rise this year to $6.31 trillion, according to a new forecast from Gartner, a 13.5% increase compared to 2025.
Business intelligence
#data-centers
Environment
fromwww.dw.com
4 days 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.
Environment
fromwww.dw.com
4 days 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
fromAxios
1 week ago

The best and worst states for AI data centers

Texas is attracting data center investments with tax incentives, while Maine is implementing a moratorium to evaluate the impact of data centers.
Environment
fromwww.dw.com
4 days 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.
Environment
fromwww.dw.com
4 days 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
fromAxios
1 week ago

The best and worst states for AI data centers

Texas is attracting data center investments with tax incentives, while Maine is implementing a moratorium to evaluate the impact of data centers.
Tech industry
fromTechCrunch
1 day ago

In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs | TechCrunch

Meta has signed a deal to use millions of AWS Graviton chips for its AI needs, shifting from competitors like Google Cloud.
Software development
fromTechzine Global
1 week 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.
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.
fromTechzine Global
3 days 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
Tech industry
fromInfoQ
17 hours ago

Cloudflare Optimizes Edge Stack for High-Core CPUs Instead of Large Cache

Cloudflare's Gen 13 servers enhance performance by leveraging many processor cores instead of large CPU caches, improving capacity and energy efficiency.
#ai-agents
Artificial intelligence
fromInfoWorld
1 day ago

The agentic AI frenzy increases as more vendors stake their claims

OpenAI, Microsoft, and Google are rapidly advancing AI agent technologies to enhance workplace productivity and collaboration.
Artificial intelligence
fromInfoWorld
1 day ago

The agentic AI frenzy increases as more vendors stake their claims

OpenAI, Microsoft, and Google are rapidly advancing AI agent technologies to enhance workplace productivity and collaboration.
Tech industry
fromTheregister
2 days ago

AI now gobbling up power and management chips for servers

The chip shortage is impacting power management chips, threatening server shipments as demand for AI products prioritizes manufacturing capacity.
#ai-infrastructure
DevOps
fromMedium
4 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.
DevOps
fromMedium
4 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.
fromComputerWeekly.com
3 days 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
DevOps
fromNew Relic
3 days 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.
DevOps
fromComputerWeekly.com
5 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
from24/7 Wall St.
1 week 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.
DevOps
fromBusiness Matters
1 week ago

The Role of Dedicated Servers in Scaling Modern Businesses

Infrastructure investment is crucial for SMEs to ensure reliability, performance, and user experience in a competitive digital landscape.
#snowflake
Artificial intelligence
fromInfoWorld
4 days 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
4 days 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
fromAxios
4 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.
Artificial intelligence
fromEntrepreneur
4 days 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'.
DevOps
fromComputerWeekly.com
1 month ago

Do neoclouds mean a world where anything is possible? | Computer Weekly

Neoclouds are emerging GPU-as-a-service providers gaining investment and market attention as alternatives to dominant hyperscalers, filling real demand for AI and large language model training infrastructure.
Tech industry
fromInfoWorld
2 months ago

The next 10 years for cloud computing

Enterprises are abandoning unquestioning public cloud adoption due to high costs, limited productivity gains, and vendor lock-in, prompting providers to change strategies.
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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