AWS, Azure, GCP and the neo-clouds competing for AI workloads. Pricing, capacity and platform moves.
163 articles
Arm CEO Rene Haas discusses positioning the chip company beyond smartphones toward rapid growth in AI-driven cloud computing and data centers. This marks a major strategic shift for Arm.
Bloomberg Technology · 162d ago
Alibaba targets $100B in AI revenue within five years, achieving a 45% CAGR from $14B base—double its past rate. Success depends on overcoming bottlenecks in chips, government-enterprise adoption, and tokens.
钛媒体 · 162d ago
Amazon is exploring sales of its AI chips to other companies. CEO Andy Jassy revealed the in-house silicon unit is projected to generate over $20 billion annually.
Bloomberg Technology · 163d ago
OpenAI announces strengthened collaboration with AWS, expanding beyond Microsoft. They are jointly developing a 'stateful runtime' to impact AI development.
ITmedia AI+ (日本) · 163d ago
Alibaba is reshuffling its AI leadership structure. It elevates the status of Tongyi Lab and appoints AI pioneer Li Feifei as Alibaba Cloud CTO.
Pandaily · 163d ago
Oracle increased the estimated cost of its planned job cuts by $700 million. The company is dealing with cash pressure linked to developing large-scale data centers for AI workloads.
Bloomberg Technology · 8d ago
Alibaba is using an 80-billion placement, organizational changes, and legacy businesses to reshape its growth strategy around a broader token economy. Its Qwen Office and Qwen app will need to demonstrate that the strategy extends beyond cloud computing.
钛媒体 · 16d ago
MiniMax increased the spending ceiling in its three-year Alibaba Cloud agreement by 220% to $1.2 billion. Annual limits now reportedly reach $300 million in 2026, $400 million in 2027, and $500 million in 2028.
TechNode · 19d ago
全球招聘服務公司在經歷兩年下跌後，2025年股價大幅反彈，部分公司年內接近翻倍。AI 一方面自動化篩選、面試與排程，另一方面提高了經過真實招聘結果驗證的人才數據價值。
虎嗅 · 12d ago
Nvidia issued a sales forecast that exceeded estimates but failed to impress some investors. The muted reaction reflects growing concerns about the pace and durability of AI spending.
Bloomberg Technology · 24d ago
China’s major internet companies are dramatically increasing spending on AI infrastructure, chips, foundation models, and applications. Alibaba, Tencent, Baidu, and ByteDance are betting that AI can replace weakening traffic-based advantages, but rising inference costs and declining cash flow are creating a major financial stress test.
虎嗅 · 29d ago
Planning documents indicate that the proposed East Havering Data Centre Campus in north Ockendon could emit more than 1 million tonnes of carbon dioxide annually. The hyperscale facility would use 218 hectares of green belt land for AI and cloud computing infrastructure and may conflict with the UK’s net-zero targets.
The Guardian Technology · 29d ago
Alibaba invested RMB 67.7 billion in AI-related spending during a single quarter, covering areas such as computing power, Alibaba Cloud, T-Head and full-stack AI. Chairman Wu Yongming reportedly expects the investment to pay back within three years.
钛媒体 · 29d ago
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.
Bloomberg Technology · 30d ago
Stecon Group Pcl plans to bid for three data-center construction projects valued at a combined 49.8 billion baht, or about $1.5 billion. The company expects Thailand’s accelerating technology investment to drive further growth.
Bloomberg Technology · 30d ago
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.
Tom's Hardware · 31d ago
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.
IT之家 · 31d ago
The article argues that Tencent could invest even more in AI capital expenditure. Its central message is that tangible investments in computing and infrastructure deserve more confidence than abstract AI narratives.
钛媒体 · 32d ago
Cloudflare has launched Cloudflare Computer, a persistent runtime environment designed for AI agents. The product aims to let agents operate with continuity beyond a single execution session.
InfoQ中国 · 35d ago
CoreWeave is signing Nvidia A100 contracts through 2029, showing that GPUs launched in 2020 can remain profitable years after deployment. The company reported $2.58 billion in quarterly revenue, up 112% year over year, as power constraints and legacy infrastructure sustain demand.
Tom's Hardware · 38d ago
Microsoft reportedly plans to significantly increase production of its next-generation Maia AI chip next year. The company may formally unveil Maia 300 this fall, potentially as soon as next month, despite limited market acceptance of the current Maia 200.
cnBeta (Full RSS) · 40d ago
AWS is asking engineers to reduce unnecessary EC2 consumption as it struggles to satisfy external customers’ CPU capacity needs. The pressure is reportedly linked to growing demand from agentic AI workloads, making even low-utilization instances increasingly valuable.
Tom's Hardware · 43d ago
Microsoft has opened its fourth data center region in India for Azure. The launch is part of a broader $20.5 billion investment to expand cloud and artificial intelligence capabilities in the country.
Bloomberg Technology · 44d ago
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.
Bloomberg Technology · 47d ago
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.
36氪 · 50d ago
Amazon Web Services has introduced 'From Idea to Frontier,' an accelerator program targeting 100 early-stage Chinese-speaking startups. The initiative aims to support solo founders in leveraging AI to build global-scale companies.
SCMP Technology · 62d ago
Amazon Web Services (AWS) is investigating a significant billing system error that caused users to receive inaccurate, astronomical invoices. Several users reported receiving bills reaching up to 1.5 trillion USD due to a glitch in the Cost Explorer service.
IT之家 · 63d ago
A significant technical failure in AWS billing systems caused customer invoices to spike from cents to billions. The incident highlights critical risks in cloud infrastructure automation and billing reliability.
Wired · 64d ago
A technical glitch in AWS billing systems caused some customer invoices to display erroneous charges reaching billions of dollars. Amazon has clarified that these estimates do not reflect actual usage or financial liability.
Engadget · 64d ago
Meta's recent move to rent compute power is not due to a shortage, but rather a strategic shift toward expanding its public cloud presence. This indicates a long-term plan to integrate deeper into the cloud infrastructure market.
钛媒体 · 66d ago