Key Takeaways: The Pentagon is in talks to provide AI cloud-computing startup Fluidstack with a loan of roughly $5 billion, a potential financing package that would push the Department of Defense further into the industrial supply chain supporting artificial intelligence. The discussions were initially reported by
Key Takeaways: Oracle is putting up to $1 million behind research that could determine whether carbon capture and sequestration, or CCS, can reduce emissions from Project Jupiter, its planned cloud infrastructure campus in New Mexico. The grant is open to qualified academic institutions, nonprofit organizations, a
Key Takeaways: Oracle’s cloud expansion has produced an unusually large indicator of future demand: $638 billion in remaining performance obligations, or RPO, at the end of fiscal 2026. The total increased by $500 billion from a year earlier and now exceeds Microsoft’s roughly $627 billion and Alphabet’s approxima
Key Takeaways: The Australian Taxation Office has finalised a contentious tax ruling that could significantly increase the Australian liabilities of Amazon, Google and Netflix, particularly where revenue from software, cloud computing and streaming services is booked offshore. Released on Friday, the ruling addres
Key Takeaways: Demand for data center services is accelerating as artificial intelligence, cloud adoption and enterprise digitalization place heavier operational requirements on computing infrastructure. MarketsandMarkets projects that the global services for data center market will rise from USD 115.94 billion in
Key Takeaways: Nscale, the two-year-old British AI cloud computing business, is negotiating to raise as much as $3.5 billion ahead of a planned U.S. stock listing. The talks, reported on September 6, signal an effort to fund infrastructure expansion while investor demand for AI-specialized cloud capacity remains s
Key Takeaways: Amazon is positioning proprietary AI agents as a potential growth engine for its cloud platform, giving Amazon Web Services a path to expand faster than the wider cloud computing market. The opportunity is not limited to selling access to artificial intelligence models. Agents can trigger demand acr
Key Takeaways: Anthropic has signed a $US35 billion ($49 billion) cloud computing lease with Lambada, a neocloud provider backed by Nvidia. The arrangement is notable not only for its size, but also for the financial links connecting the participants. Nvidia is a major investor in Anthropic and an investor in Lamb
Key Takeaways: Enterprise enthusiasm for private AI is beginning to look less theoretical. At VMware Explore, customers described running open-weight and open source models inside their own infrastructure, while Broadcom argued that economics and governance are shifting production workloads away from an overwhelmi
Key Takeaways: Nscale is presenting prospective investors with a striking measure of future demand: approximately $103 billion in total contracted revenue as the London-based AI cloud infrastructure provider considers a possible U.S. initial public offering. The contracts have an average duration of 5.7 years and