AWS, Azure, GCP and the neo-clouds competing for AI workloads. Pricing, capacity and platform moves.
163 articles
Google has awarded $250,000 for the discovery of critical vulnerabilities in the Linux kernel that allow guest VM escapes. These flaws enable untrusted users to gain root privileges, posing a major security risk to cloud infrastructure.
Ars Technica · 72d ago
Amazon is seeking to raise at least $25 billion through a US dollar bond sale. The capital is earmarked to accelerate the company's massive investment in AI infrastructure.
Bloomberg Technology · 73d ago
Deutsche Bank suggests Meta could monetize excess AI compute by selling access to older models or idle capacity. This strategy could generate between $9 billion and $30 billion in additional revenue by 2027.
36氪 · 78d ago
Meta is developing a cloud infrastructure business to sell AI compute and model access to external customers, directly competing with AWS, Azure, and Google Cloud.
虎嗅 · 78d ago
OpenAI and AWS have expanded their strategic partnership, allowing enterprises to access OpenAI models, the Codex coding agent, and managed agents directly within the AWS ecosystem.
ITmedia AI+ (日本) · 85d ago
Anthropic is moving to build its own server infrastructure to reduce long-term compute costs. The company is negotiating data center leases with Google providing financial guarantees and collaborative chip R&D support.
cnBeta (Full RSS) · 99d ago
Meta is expanding its infrastructure strategy to compete with major cloud providers by positioning itself as a foundational layer for AI services.
钛媒体 · 112d ago
Snowflake Inc. increased its annual product sales outlook, citing strong demand for its data software in the AI era.
Bloomberg Technology · 114d ago
Intel introduced the SuperClaw hybrid agent solution, which reduces cloud-side token consumption by 70%. This innovation aims to reshape the cost structure for enterprise AI deployments.
钛媒体 · 119d ago
Alibaba's T-Head has launched the Zhenwu M890, a new AI training and inference chip. It features 144GB of memory and 800GB/s interconnect bandwidth, offering 3x the performance of its predecessor for large-scale AI clusters.
36氪 · 122d ago
JD Cloud plans to build a computing cluster powered by 100,000 general-purpose GPUs from Chinese chipmaker Moore Threads. The cluster will support large-model training, inference, and embodied AI, with capacity offered to companies across industries.
TechNode · 10d ago
Jane Street has reportedly committed roughly $13 billion over five years to Crusoe for AI chip clusters and supporting data-center infrastructure. The agreement is one of the largest AI cloud contracts reported this year.
The Next Web (TNW) · 15d ago
Nscale agreed to supply at least $3.5 billion worth of AI cloud computing capacity to robotics startup Figure. Nscale will also invest an undisclosed amount in Figure, linking large-scale AI infrastructure financing with humanoid robotics development.
Bloomberg Technology · 15d ago
Anthropic reportedly agreed to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia. The agreement is intended to rapidly expand Anthropic’s AI capacity.
Bloomberg Technology · 18d ago
Amazon will add 2 million Nvidia graphics processing units to its data-center fleet over the next two years. The commitment indicates that Amazon continues to rely on Nvidia hardware despite developing its own AI chips.
Bloomberg Technology · 23d ago
Anthropic has agreed to spend $45 billion renting AI cloud computing power from Nscale’s flagship data center development in West Virginia. The deal is intended to secure capacity for Anthropic’s expanding business ahead of a potential public offering.
Bloomberg Technology · 23d ago
Alibaba completed an HK$80 billion share placement, with all proceeds earmarked for full-stack AI capabilities and infrastructure expansion. Founder Jack Ma and senior executives bought more than HK$800 million of shares, signaling confidence as the company trades short-term dilution and cash-flow pressure for faster AI capacity growth.
虎嗅 · 24d ago
Meta reportedly spends hundreds of millions of dollars annually accessing AI models through Microsoft Azure. The company processes trillions of tokens weekly on Azure, making it one of Microsoft's largest AI customers.
The Next Web (TNW) · 28d ago
Alibaba is slowing investment in instant retail while redirecting more capital toward AI infrastructure, cloud services, chips, and Qwen applications. Q2 capital expenditure surged 75% year over year to RMB 67.68 billion, while AI-related cloud revenue reached RMB 12.376 billion.
虎嗅 · 29d ago
Nebius Group plans to raise $4.5 billion through convertible bonds to build artificial intelligence data centres. The offering includes $2.75 billion of notes maturing in 2030, with the remainder issued in a second tranche.
The Next Web (TNW) · 30d ago
Nebius Group is seeking to raise $4.5 billion through convertible bonds. The company plans to use the capital as it builds data centers to meet demand for artificial intelligence services.
Bloomberg Technology · 31d ago
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.
TechNode · 31d ago
Alibaba Cloud has placed its Lingjun Zhenwu M890 supernode instance into service in China, beginning with Ulanqab. Enterprise customers can provision 64-card, high-speed-interconnect computing units for large-scale AI inference without building their own data centers.
TechNode · 38d ago
IBM will deploy an NVIDIA HGX B300 cluster on IBM Cloud for Together AI's open-source model inference services under a multiyear $240 million agreement. The dedicated inference cluster is expected to enter service in Q1 2027.
IT之家 · 38d ago
Anthropic has struck a reported $9.1 billion cloud deal with Riot Platforms. The agreement would help the Claude maker secure computing capacity to meet rising customer demand.
Bloomberg Technology · 39d ago
Anthropic signed a six-year, $10 billion compute agreement with Volta, a cloud startup that launched only recently. The deal gives Volta its marquee contract and provides Anthropic with another source of computing capacity.
The Next Web (TNW) · 46d ago
AI cloud provider CoreWeave is entering the Asian market with its first regional data centers in Indonesia. The expansion targets growing demand for computing power across Asia.
Bloomberg Technology · 46d ago
Former AWS senior executive Dave Brown is joining Meta to lead data center infrastructure efforts. This move fuels speculation that Meta is building its own cloud platform to compete with AWS.
GeekWire · 63d ago
Alibaba and ByteDance are engaged in an intense AI resource battle, with both companies heavily subsidizing AI infrastructure through their core businesses. Alibaba leverages cloud revenue, while ByteDance uses advertising income to sustain its Doubao model traffic.
钛媒体 · 64d ago
Alibaba Cloud's Bailian platform announced a price reduction for the Fast mode of the GLM-5.2 model, effective July 15, 2026. This move aims to increase the accessibility of their LLM services.
36氪 · 67d ago