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Alibaba Group reported a 9% revenue increase as growing AI development in China boosted demand for computing capacity from its cloud business. The results highlight how AI infrastructure demand is supporting Alibaba’s broader growth.
Cloudflare revisited remote Spectre attacks against its Workers infrastructure during 2024 and 2025. The analysis examines new attack primitives, including Spectre gadgets, remote timers, co-location techniques, and strengthened defenses.
Chinese technology companies are building large AI data center complexes in rural provinces to use surplus land and energy. Huawei and Tencent are reportedly developing infrastructure in Guizhou under China's “Eastern Data, Western Computing” strategy.
Loudoun County, Virginia, has used more than 250 data centers to generate substantial local wealth and reduce property taxes. Its success is attracting attention from other jurisdictions despite growing national opposition to data center expansion.
Kingsoft Cloud reported second-quarter FY2026 revenue of 3.072 billion yuan, up 30.8% year over year and above market expectations. AI-related customers drove growth, while the company recorded its first GAAP operating profit and continued investing heavily in AI computing capacity.
Baidu’s AI-related revenue remained around half of general business revenue in the second quarter, but fell to 125 billion yuan from 136 billion yuan in the prior quarter. The company’s AI portfolio spans cloud infrastructure, applications, search, Kunlunxin chips, and Apollo, yet model competitiveness, monetization, and growth remain unresolved.
OpenAI and Meta are seeking help to address growing public opposition to their AI data center plans. The effort highlights the increasing public-relations challenges surrounding large-scale AI infrastructure expansion.
Hudson River Trading signed a multiyear agreement with CoreWeave to use its AI computing services. The partnership will support the development of new trading research and machine-learning models.
The article analyzes the logic behind Arm’s growth in the hyperscale cloud computing market. Its focus is on CPU architecture, cloud-provider adoption, and the broader shift in data-center infrastructure economics.
KCD Hangzhou has opened its call for papers, inviting the community to discuss cloud native technologies, observability, and large-model inference in the Agent era. The announcement targets practitioners interested in sharing or learning about the infrastructure behind AI agents.