#Cloud Computing

Snowflake's new $6 billion AWS contract is about more than cloud spending. It signals a shift in AI infrastructure—away from Nvidia GPUs and toward cheaper, homegrown chips for the agent era.

Court documents from Musk v. Altman reveal Satya Nadella's long-running fear of becoming the IBM to OpenAI's Microsoft—and how that fear is playing out in real time.

Five Big Tech giants reported Q1 earnings after committing a combined $700B+ to AI data centers. The results reveal a clear divide between smart spenders and expensive mistakes.

Amazon has poured an additional $5 billion into Anthropic, bringing its total stake to $13 billion—with up to $20 billion more on the table. Here's what the deal really signals about the AI infrastructure race.

Iran's drone strikes on AWS data centers and its naming of 18 tech firms as military targets expose a structural flaw in AI infrastructure: civilian and military data sit on the same physical servers.

Oracle plans massive layoffs as data center costs soar. Is this a strategic retreat or a warning sign for the entire cloud industry's unsustainable economics?

CoreWeave's 110% revenue surge reveals who's actually profiting from AI boom. While everyone chases ChatGPT, infrastructure providers count the cash.

Snowflake raises revenue outlook on AI demand surge, but soaring cloud costs reveal the hidden economics of the AI revolution for enterprises.

Amazon's AI coding assistant Kiro caused a 13-hour AWS outage in December, raising critical questions about AI automation limits and corporate responsibility in the age of autonomous systems.

French AI unicorn Mistral acquires Koyeb to become full-stack player, challenging US cloud giants while building European AI sovereignty infrastructure

Render's explosive growth amid the AI boom reveals how ChatGPT is reshaping cloud infrastructure demand and creating new winners.

Amazon's massive 2026 capex guidance of $200 billion sent shares tumbling as investors question the company's strategy of sacrificing cash flow for AI dominance.