AWS, Azure, GCP and the neo-clouds competing for AI workloads. Pricing, capacity and platform moves.
163 articles
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.
Bloomberg Technology · 67d ago
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.
钛媒体 · 67d ago
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.
36氪 · 67d ago
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.
钛媒体 · 71d ago
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.
36氪 · 73d ago
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.
Hugging Face Blog · 73d ago
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.
The Next Web (TNW) · 77d ago
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.
虎嗅 · 78d ago
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.
TechCrunch AI · 78d ago
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.
Bloomberg Technology · 79d ago
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.
Bloomberg Technology · 79d ago
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.
虎嗅 · 79d ago
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.
TechNode · 81d ago
Google Cloud is integrating specialist AI models from SandboxAQ to accelerate research in drug discovery, materials science, and semiconductor manufacturing. This partnership expands enterprise access to high-performance scientific AI tools.
Bloomberg Technology · 82d ago
Amazon Web Services has increased the pricing for EC2 Capacity Blocks for ML by 20% starting in July. The move reflects the ongoing global supply constraints for high-end AI compute resources.
The Next Web (TNW) · 82d ago
Amazon Bedrock reported that token processing volume in Q1 2026 alone exceeded the cumulative total of all previous periods. AWS emphasizes the critical need for reliable infrastructure to support the massive load of AI inference.
ITmedia AI+ (日本) · 85d ago
Suanmiao Technology has announced the successful tape-out of its 3D TokenPU chip. This development marks a significant step forward in the advancement of domestic high-performance AI cloud computing hardware.
量子位 · 94d ago
AI cloud infrastructure provider CoreWeave has been added to the Nasdaq-100 Index just 15 months after its IPO. The company has successfully transitioned from a crypto mining operation to a major player in the AI infrastructure market.
The Next Web (TNW) · 98d ago
TVB has partnered with ByteDance's Volcano Engine to integrate the Seedance 2.0 video generation model into its production workflows. The collaboration focuses on AI-driven short drama production, IP commercialization, and cloud infrastructure optimization.
IT之家 · 98d ago
The release of DeepSeek's ultra-cheap V4 models has forced major Chinese cloud providers to drastically slash API costs. Xiaomi is among the first to respond, cutting prices for its MiMo-V2.5 model by 99%.
SCMP Technology · 103d ago
AirTrunk, backed by Blackstone, plans a $30 billion investment in India to support the country's growing AI and cloud computing infrastructure. This expansion aims to capture the surging demand for high-performance computing.
Bloomberg Technology · 106d ago
Google has introduced new 'Flex' and 'Priority' service tiers for the Gemini API. The Flex tier offers a cost-effective option at half the price of the standard tier.
ITmedia AI+ (日本) · 116d ago
ByteDance's cloud platform, Volcengine, has unveiled its Seedance 2.0 model at the 79th Cannes Film Festival. The launch featured the premiere of 'Hell Grind,' a 95-minute feature film generated entirely through AI.
TechNode · 120d ago
Alibaba Cloud is undergoing a significant transformation, adopting a startup-like agile approach to secure its future in the cloud computing and AI infrastructure market.
钛媒体 · 122d ago
Alibaba Group has launched a comprehensive suite of AI products, including new Qwen models and custom-designed chips. The company aims to position itself as China’s primary 'AI factory' by integrating cloud infrastructure with advanced model training capabilities.
SCMP Technology · 122d ago
Microsoft and Proximus NXT are partnering to deploy sovereign cloud solutions in Belgium and Luxembourg. The solution uses Azure Local to support disconnected operations for sensitive sectors like finance and healthcare.
36氪 · 122d ago
Alibaba's T-Head division has successfully moved its self-developed GPU into large-scale mass production. This move signals a significant step in China's domestic AI hardware infrastructure capabilities.
钛媒体 · 125d ago
Tencent Cloud has fallen to fifth place in China's public cloud market, struggling with late AI model deployment and limited GPU resources. The company is currently attempting a strategic pivot to regain competitiveness in the MaaS sector.
虎嗅 · 128d ago
Baidu Cloud has announced a major upgrade to an agent-centric full-stack AI cloud at the Create 2026 conference. The update focuses on optimizing inference and training efficiency for large-scale agent deployments.
Pandaily · 128d ago
Cloud startup Fluidstack is in funding talks for $1B at $18B valuation. Investors including Jane Street are involved.
Bloomberg Technology · 157d ago