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Anthropic plans to let business customers retain data for its most capable AI models on their own cloud infrastructure. The planned safety system, expected later this year, would still require a 30-day retention period while moving storage control to customers.
AWS Professional Services uses a multi-agent framework on Amazon Bedrock AgentCore to automate enterprise cloud migrations end to end. Specialized agents cover discovery, infrastructure-as-code generation, portfolio governance, and post-migration operations, reducing IaC development time from weeks to minutes.
Relativity Networks raised $22 million through a SAFE and secured a $40 million order from a large cloud provider. The Orlando-based company is developing fibre technology intended to accelerate connectivity inside AI data centres.
Oracle 創辦人 Larry Ellison 正把公司從高利潤軟體企業，轉型為重資產 AI 基礎設施供應商，押注 OpenAI 等客戶對 GPU 與資料中心算力的長期需求。文章分析，Oracle 已大幅增加資本支出、借款與長期租賃承諾，雖然雲基礎設施收入快速成長，但也面臨現金流、信用評級與客戶合約履行風險。
Alibaba Cloud has launched its third data center in South Korea, adding enterprise cloud capacity and six Agentic AI services. The expansion will contribute to a global network reaching 104 availability zones.
Google AI研究の中心人物が相次いで退社し、「Geminiは終わった」と見る声が出ている。一方でGoogleは、最先端モデル単体ではなく、AIを社会全体に普及させる基盤として勝つ戦略を選んだ可能性がある。
Alibaba’s profit plunged after it raised quarterly capital expenditure for AI to nearly $10 billion. The report also examines Meta’s growing role as a Microsoft AI customer and Castelion’s plans to scale hypersonic missile production.
Alibaba’s net profit fell 75% to $1.54 billion in the June quarter as capital spending reached $9.98 billion. The spending reflects a major investment in AI infrastructure and cloud capabilities rather than a deterioration in core business performance.
Microsoft、Alphabet、Amazon、Meta與Oracle的AI資料中心資本支出快速上升，可能迫使它們透過公司債與結構化融資籌集資金。文章認為，AI債券供給正在擠壓美國國債需求，推高長期利率並對高估值AI公司的估值模型造成壓力。
Meta Platforms has reportedly become one of Microsoft’s largest AI customers. The development suggests that demand for emerging AI technology remains heavily concentrated among major technology companies.