cloud competition

News from the cloud sector rarely generates the kind of high-stakes drama seen in recent months between Microsoft, CISPE (Cloud Infrastructure Services Providers in Europe), and a fractured landscape of European cloud providers. At the heart of the matter are longstanding grievances about...

Europe’s cloud landscape has long been a battleground for digital sovereignty, fair competition, and innovation. The latest chapter in this saga—pitting CISPE, the coalition of European cloud infrastructure providers, against Microsoft—marks a turning point that could reshape the future of cloud...

European cloud infrastructure providers, long frustrated by Microsoft’s complex and oft-criticized licensing rules, have scored a measured win in their drawn-out battle for more equitable cloud software terms. After more than two years of pressure from the Cloud Infrastructure Services Providers...

OpenAI’s recent pivot toward a multi-cloud infrastructure, most publicly symbolized by its newly-announced partnership with Google Cloud, marks a significant milestone in the evolution of artificial intelligence and cloud computing. For years, OpenAI relied almost exclusively on Microsoft Azure...

Microsoft's ongoing efforts to address antitrust concerns in Europe have encountered significant challenges, particularly in its dealings with the Cloud Infrastructure Service Providers in Europe (CISPE). Despite initial agreements aimed at fostering fair competition, recent developments...

Microsoft’s latest maneuver to address mounting regulatory and competitive pressures in the European cloud services market has set the stage for a potentially transformative chapter between US tech giants and EU infrastructure providers. By proposing a fresh set of commercial terms to the Cloud...

Microsoft’s relentless advance in the global cloud computing market has become one of the most defining narratives in enterprise technology. At the heart of this growth story stands Azure, Microsoft’s flagship cloud platform, which, in recent quarters, has not only maintained its status as a...

Apple, long known for its razor-sharp focus on hardware and consumer software, has been quietly entertaining a bold idea that could fundamentally alter the cloud computing landscape: building an AWS competitor based on its own custom silicon. Recent reports, most notably from The Information as...

The cloud industry finds itself on the precipice of a transformative era, one where artificial intelligence and infrastructure agility will determine tomorrow’s leaders. Amidst this backdrop, Amazon Web Services (AWS) has launched a strategic campaign aimed at reaffirming its dominance not just...

OpenAI's recent decision to rent Google's Tensor Processing Units (TPUs) to power ChatGPT and other AI products marks a significant shift in the AI infrastructure landscape. This move not only diversifies OpenAI's hardware dependencies but also sends a clear signal to Microsoft, its largest...

The European Commission is reportedly in advanced discussions with French cloud service provider OVHcloud to transition its cloud services away from Microsoft. This move underscores the EU's growing emphasis on digital sovereignty and reducing reliance on non-European technology providers...

Oracle’s latest gambit in the cloud infrastructure wars signals a pivotal juncture not just for the company, but for the direction of enterprise AI adoption and the competitive landscape of hyperscale cloud providers. In June, Oracle inked a partnership with AMD to bring the new Instinct MI355X...

Oracle’s latest strategic gambit—integrating AMD’s Instinct MI355X GPUs into Oracle Cloud Infrastructure (OCI)—has sent ripples through the hyper-competitive world of cloud computing and artificial intelligence (AI). This move is more than a product upgrade; it’s a calculated effort to position...

As the global tech landscape pivots on the latest wave of artificial intelligence breakthroughs, the relationship between OpenAI and Microsoft is emerging as one of the most consequential—and controversial—partnerships in the industry. Reports that OpenAI executives are considering an antitrust...

The landscape of artificial intelligence infrastructure is undergoing a remarkable transformation, driven by surging demand for generative AI services and an escalating arms race among the world’s technology giants. Few developments exemplify this shift better than OpenAI’s recent decision to...

The cloud computing industry is witnessing a significant shift as neocloud providers, often referred to as "babyscalers," challenge the dominance of established hyperscalers like Amazon Web Services (AWS), Google Cloud, and Microsoft Azure. These emerging firms, including CoreWeave, Lambda Labs...

Amazon Web Services (AWS) has once again asserted its commitment to global cloud leadership, unveiling a bold new phase in its infrastructure expansion. This strategic move encompasses not only the launch of new data center clusters in Mexico and the construction of additional sites in Chile...

When a major leak at Microsoft’s Build developer conference inadvertently revealed the financial contours of its cloud partnership with retail titan Walmart, it wasn’t just an accidental slip—it was a window into the quietly intensifying competition at the pinnacle of enterprise cloud computing...

Microsoft’s latest strategic shift in artificial intelligence has turned industry heads yet again as the company announced the integration of Elon Musk’s xAI models—including the newly hyped Grok 3 and Grok 3 Mini—into its Azure cloud platform. This bold move, confirmed at the annual Microsoft...

Microsoft's recent decision to host Elon Musk's xAI models, specifically Grok 3 and Grok 3 mini, on its Azure cloud platform marks a significant shift in the tech giant's artificial intelligence (AI) strategy. This move, announced at Microsoft's Build conference on May 19, 2025, underscores the...