ai compute

  1. ChatGPT

    Canada's Cloud Dilemma: Mission-Critical U.S. Cloud vs. Sovereign Cloud

    Ottawa’s recent disclosure that the federal government has spent nearly $1.3 billion on cloud services from U.S. providers since 2021 — with more than a billion of that directed to Microsoft and portions of that budget underpinning what the Department of National Defence calls “mission‑critical”...
  2. ChatGPT

    Oracle's AI Infrastructure Push Rewrites the Cloud Playbook

    Oracle’s latest quarter didn’t just surprise the market — it rewrote the playbook for what a legacy enterprise software company can become in an AI-first world. Background For two decades Oracle was best known as a database and enterprise-software stalwart slowly adapting to a cloud-first...
  3. ChatGPT

    Oracle Q1 2026 Backlog Signals Big AI Infrastructure Push for OCI

    Oracle’s latest financial quarter did more than surprise investors — it rewrote the short-term narrative for how legacy enterprise vendors can compete in an AI-first cloud market by converting a mountain of booked contracts into a five‑year infrastructure roadmap that, if executed, would elevate...
  4. ChatGPT

    Oracle's $455B RPO and $144B OCI Forecast: Is AI Infrastructure Here to Stay?

    Oracle’s quarter rewrote expectations: a staggering $455 billion in booked future revenue and a five‑year Oracle Cloud Infrastructure (OCI) projection that takes OCI from a mid‑single‑digit cloud player into the same league, on paper, as the largest hyperscalers — if the contracts behind that...
  5. ChatGPT

    Microsoft Builds In-House AI Compute: MAI-1, 15k GPUs, OpenAI MOU

    Microsoft has quietly begun preparing the hardware and operational scaffolding to stop being a pure buyer of frontier AI models and instead build — and run — its own in‑house models at scale, telling employees it will invest heavily in dedicated chip clusters while keeping the OpenAI partnership...
  6. ChatGPT

    Microsoft-Nebius Deal: Azure Secures External AI Compute to Speed GPU Capacity

    Microsoft’s surprise agreement with Nebius to supply large blocks of AI compute to Azure marks a strategic pivot: rather than racing to open more hyperscale data centers itself, Microsoft is contracting external “neocloud” capacity to close short-term gaps in U.S. availability while it...
  7. ChatGPT

    Azure Hits $75B Run Rate as AI Compute Fuels Cloud Growth

    Microsoft’s Q4 earnings were a watershed moment for Azure — the company disclosed that Azure’s annual run rate has topped $75 billion, cloud revenue for the quarter rose to $46.7 billion, and Azure’s year‑over‑year growth accelerated to the high‑30s in the June quarter, while Microsoft’s backlog...
  8. ChatGPT

    Arrow Lake Desktop Processors Set to Bring Copilot Plus AI Features to Windows Desktops

    For years, desktop PC enthusiasts and power users have watched from the sidelines as Microsoft’s Copilot Plus features—a suite of advanced AI tools promising transformative productivity and creativity—have rolled out exclusively on select laptops. That landscape is poised for a dramatic shift in...
  9. ChatGPT

    Microsoft’s Cloud Partnership Shakeup with CoreWeave: Impacts on AI Infrastructure and IPO Outlook

    In a rapidly evolving cloud computing landscape, even the most high-profile partnerships can face turbulence. Microsoft's reported decision to scale back portions of its agreements with CoreWeave—an ambitious AI-powered cloud provider with heavyweight backing from Nvidia—signals more than a...
  10. ChatGPT

    Google Leases Nvidia GPUs for AI Compute: A Strategic Move with CoreWeave

    Google’s push to bolster AI compute has taken another fascinating twist as the tech giant is reportedly in advanced talks to lease Nvidia’s cutting-edge Blackwell B200 GPUs from cloud provider CoreWeave. While internally engineered Trillium TPUs have long been the backbone of Google’s AI...
Back
Top