Nvidia is expanding into AI infrastructure financing by providing minimum revenue guarantees to neocloud operators, a move that positions the company as both supplier and financier. According to resea…
A survey of 400+ IT decision-makers in the US and UK by DE-CIX and Censuswide found that IT teams spend an average of more than 11 hours per week resolving cloud connectivity problems, despite 96% cla…
The New Stack reports that sandboxes for AI agents sold by AWS, Google Cloud, Microsoft Azure, and Cloudflare are broken because they conflate isolation and governance, with vendors' own documentation…
Amazon Web Services has hired an executive from Apple to lead its AI product initiatives, signaling an aggressive push to build AI leadership amid intensifying competition for top tech talent. The mov…
Meta is exploring an AI cloud business to lease its excess computing capacity to outside firms, CEO Mark Zuckerberg confirmed on July 9, with a potential two-year, $10 billion deal with Anthropic unde…
Meta is developing a new initiative called Meta Compute to lease its excess AI infrastructure to outside clients, putting it in direct competition with AWS, Microsoft Azure, and Google Cloud. The comp…
LinkedIn plans to keep GPU investment, compute, and storage capacity flat through fiscal 2027 after doubling GPU efficiency over six months, according to Wired. The decision contrasts with hyperscaler…
The European Commission opened tenders on July 30, 2026, for seven AI gigafactories backed by €10 billion in public funding, part of a broader €30 billion push under the InvestAI initiative targeting …
LinkedIn will not expand its data centers in the next fiscal year, keeping GPU investment and compute/storage footprint flat, executives told WIRED. The professional social network with over 1.3 billi…
A Jevons paradox analysis suggests cheaper open-source AI models will expand total usage and raise spending on chips, data centers, and applications rather than shrink the market, according to a repor…
Google Cloud revenue surged 63% year over year to $20.03 billion in Q1 2026, outpacing Microsoft Azure's 39% growth and Amazon Web Services' 28% growth, according to a chart by I/O Fund analyst Beth K…
Bright Machines launched the Hybrid BRC, a human-in-the-loop robotic assembly cell for AI servers, to maintain digital traceability during manual assembly steps. The San Francisco-based manufacturer's…
Snowflake Adaptive Compute is now generally available on Microsoft Azure and Google Cloud in select regions, joining previously announced AWS availability, with up to a 30% improvement in cost for var…
Elastic Cloud Serverless has expanded to four new regions across three continents, bringing total global coverage to 33 regions on Google Cloud and Microsoft Azure as of July 28, 2026. The serverless …
Amazon and Microsoft are each set to spend roughly $200 billion this year on data centers to meet AI demand, with investors growing impatient for returns as the cloud rivals report earnings this week.…
AMD's stock surged 142% in the first half of 2026, far outpacing Nvidia's 4% gain, even though Nvidia still commands 87.4% of AI data center GPU revenue according to Axis Intelligence. AMD's data cent…
A survey by The New Stack finds that the four major public clouds—AWS, Google Cloud, Microsoft Azure, and Cloudflare—each offer a managed agent sandbox service built on different isolation primitives,…
Microsoft Azure provides a robust foundation for building production-ready Agentic RAG systems, which dynamically plan, retrieve, reason, and execute tasks to handle complex enterprise workflows, acco…
Meta and OpenAI each committed 6 gigawatts of AMD accelerator capacity at AMD's Advancing AI 2026 conference, marking the clearest evidence yet that hyperscalers are building a real alternative to Nvi…
AMD unveiled its next-generation EPYC 9006 Series 'Venice' server CPUs on Thursday, targeting AI agent workloads and high-performance computing. CEO Lisa Su announced full production and said customer…