Latest Cloud Computing News & Updates
AWS, Azure, GCP and the neo-clouds competing for AI workloads. Pricing, capacity and platform moves.
124 articles
CoreWeave Expands Into Asia With Indonesian Data Centers
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.
AI將重做消費零售
新潮傳媒創辦人張繼學認為，消費將從「人找貨」與「貨找人」進入由 AI 購物代理主導的「AI 找貨」階段。傳統流量廣告與大量 SKU 模式可能受到衝擊，品牌心智、即時零售與 AI 推薦將成為新商業基礎設施。
AWS Sees Massive Inference Opportunity
Amazon Web Services’ cloud chief says customers are moving beyond using AWS primarily to train AI models and are now integrating AI into business operations. This shift is driving increased demand for AI inference, the process of running trained models to generate results.
Compute Industry Shifts from Hardware Rental to Token Pricing
Leading Chinese tech firms are shifting their business model from renting raw GPU hardware to a 'Token-as-a-Service' (TaaS) model. This change reflects a broader industry trend of charging based on output tokens rather than infrastructure capacity.
Google pays $250K for Linux guest VM escape exploit
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.
Amazon Plans $25B Bond Sale to Fuel AI Infrastructure
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.
Meta may monetize AI compute, adding $30B by 2027
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.
Meta enters cloud market to sell AI compute
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.
OpenAI expands partnership to bring models to AWS
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.
Anthropic Negotiates Data Center Leases with Google Support
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.
Meta aims to become the 'Cloud of Clouds'
Meta is expanding its infrastructure strategy to compete with major cloud providers by positioning itself as a foundational layer for AI services.
Snowflake Raises Outlook Driven by AI Data Demand
Snowflake Inc. increased its annual product sales outlook, citing strong demand for its data software in the AI era. The company's stock rose significantly following the news.
Intel launches SuperClaw to slash cloud AI token costs
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.
T-Head Unveils Zhenwu M890 AI Chip with 3x Performance
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.
AWS exec Dave Brown joins Meta amid cloud rumors
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.
Alibaba and ByteDance in high-stakes AI infrastructure war
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.
Alibaba Cloud cuts GLM-5.2 Fast mode pricing
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.
Nebius Sells $1B in AI Compute to Reflection AI
Cloud provider Nebius Group has agreed to provide $1 billion in computing power to Reflection AI. Reflection AI is a startup founded by former Google DeepMind researchers.
Cloud vs. Silicon: The new AI strategy
Cloud providers are shifting their competitive strategy in the second half of the AI era. The focus is moving from hardware-centric (chips) to service-centric (cloud) models.
Tencent Cloud Slashes MetaInsight Intelligent Retrieval Pricing
Tencent Cloud announced significant price reductions for its MetaInsight intelligent retrieval service, effective July 2026. Costs for scalar and hybrid retrieval, as well as storage, have been drastically lowered to improve accessibility.
Alibaba Cloud Shifts to AI-Centric Business Model
Alibaba Cloud is pivoting its business strategy from traditional traffic-based revenue to a token-based model. This reflects a broader shift toward AI-native infrastructure services.
Piper Sandler: Oracle Cloud revenue to beat expectations
Investment bank Piper Sandler projects that Oracle Cloud Infrastructure (OCI) revenue will exceed market expectations by fiscal year 2027. The growth is driven by the efficient conversion of large-scale capital expenditures into actual production capacity and revenue.
Hugging Face models now deployable to SageMaker in one click
Hugging Face has introduced a one-click integration that allows users to deploy models directly into Amazon SageMaker Studio. This streamlines the transition from model experimentation to production-ready infrastructure.
Investors sue Oracle over OpenAI deal transparency
Oracle is facing a class-action lawsuit from investors who claim the company misled them about the stability and nature of its $300 billion infrastructure deal with OpenAI.
Meta Enters Cloud Market, Triggering AI Hardware Sell-off
Meta plans to rent out its excess AI compute capacity to external customers, sparking fears of an AI infrastructure bubble. While hardware stocks tumbled, analysts argue the 'oversupply' is specific to Meta's internal model strategy rather than a broader market collapse.
Microsoft launches dedicated $2.5B AI deployment company
Microsoft has established a new dedicated AI deployment group backed by a $2.5 billion commitment. This move aligns the company with other major AI players like Amazon, OpenAI, and Anthropic in scaling AI infrastructure and implementation.
Meta Considers Cloud Computing Business to Monetize AI
Meta is exploring the development of a cloud computing platform to generate revenue from its massive AI infrastructure investments. This shift signals a strategic move to compete with established cloud providers by leveraging their internal AI capabilities.
SoftBank Plans AI Cloud Services in US Market
SoftBank Group and its telecom unit are set to launch AI computing resource rentals for US companies next fiscal year. This move aims to leverage their expanding portfolio of data center infrastructure.
Meta Pivots: Selling Excess AI Compute to External Clients
Meta is planning to monetize its massive AI infrastructure by selling excess compute capacity to external customers, signaling a potential shift in the 'AI scarcity' narrative and raising questions about the sustainability of current capital expenditures.
CXMT and Tencent sign $2.94 billion DRAM supply agreement
Chinese DRAM manufacturer CXMT has secured a long-term supply deal worth over $2.94 billion with Tencent. This partnership strengthens the domestic supply chain for high-performance memory essential for AI and cloud computing.