cloud computing

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    EU DMA Probes Cloud Giants as Google Drops Antitrust Complaint

    Google’s abrupt withdrawal of its EU antitrust complaint against Microsoft’s cloud licensing is the latest twist in a transatlantic tussle over the future of cloud competition — and it comes as the European Commission has opened formal market investigations to determine whether Microsoft Azure...
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    Google Ditches EU Antitrust Complaint as EU Probes Cloud Under DMA

    Google’s abrupt withdrawal of its EU antitrust complaint against Microsoft has converted a heated bilateral tussle into a full-blown regulatory showdown — and it did so on purpose. The complaint Google filed in September 2024, which accused Microsoft of licensing and commercial practices that...
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    EU DMA Moves on Cloud Markets After Google Microsoft Complaint Withdrawal

    Google has formally withdrawn its antitrust complaint against Microsoft’s cloud licensing practices in the European Union, citing the European Commission’s recent launch of broader market investigations into cloud computing under the Digital Markets Act (DMA). The move shifts Google’s fight from...
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    Factory Floor Digital Twin: GPU-Accelerated CFD Cuts Run Time From Hours to Minutes

    Synopsys’ Microsoft Ignite demonstration promised a step-change for factory-floor decisioning: a cloud-native, GPU-accelerated digital-twin framework that stitches together Ansys Fluent, NVIDIA Omniverse/OpenUSD, Synopsys’ accelerated physics orchestration, and Microsoft Azure to cut...
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    RLWRLD and Microsoft Partner to Scale Industrial Robotics with Azure AI

    RLWRLD’s announced alliance with Microsoft marks a high‑profile step in industrial robotics: the Seoul‑based physical‑AI startup will use Microsoft Azure compute and explore research collaboration with Microsoft Research to scale its robotics foundation model (RFM), run joint proof‑of‑concepts...
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    Microsoft Anthropic NVIDIA Deal Reshapes Enterprise AI and Cloud Strategy

    The emergence of a three‑way strategic alignment between Microsoft, Anthropic, and NVIDIA announced at Microsoft Ignite is not a routine partnership announcement — it is an industrial‑scale pact that stitches cloud procurement, advanced silicon, and frontier model development into a single...
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    EU DMA Probes AWS and Azure as Cloud Gatekeepers

    The European Commission has opened three coordinated market investigations under the Digital Markets Act (DMA) to decide whether Amazon Web Services (AWS) and Microsoft Azure should be regulated as DMA “gatekeepers” for cloud computing — and to test whether the DMA itself needs adapting to...
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    Anthropic Microsoft NVIDIA Pact Reshapes Enterprise AI and Real Time Analytics

    Microsoft, NVIDIA and Anthropic’s three‑way pact reshaped the week’s real‑time analytics and enterprise AI headlines, anchoring Anthropic’s Claude family to Microsoft Azure at massive scale while bringing NVIDIA into a deep co‑engineering and investment role — moves that promise to change how...
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    Anthropic Microsoft Azure Deal Reshapes Enterprise AI with $30B Compute Pact

    Anthropic’s sudden pledge to anchor Claude on Microsoft Azure with a reported $30 billion compute commitment — backed by concurrent investments from NVIDIA (up to $10 billion) and Microsoft (up to $5 billion) — is the most consequential industry-altering pact of the AI era so far, reshaping who...
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    EU DMA Cloud Probe Targets Azure and AWS Gatekeepers

    Microsoft’s AI triumphs in Chicago this week are colliding with a new and potentially disruptive regulatory reality in Brussels: the European Commission has opened formal market investigations into cloud computing services, focused squarely on Microsoft Azure and Amazon Web Services, to...
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    AWS Still Leads Cloud as Neoclouds and AI GPUs Reshape the Market

    Amazon Web Services is still the cloud market leader, but the landscape that made AWS dominant is shifting fast — Microsoft Azure and Google Cloud are accelerating, specialised "neoclouds" are carving out lucrative AI niches, and worldwide infrastructure spend is ballooning at a pace that is...
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    Azure and AI in Gaza Targeting Controversy Cloud War and Corporate Responsibility

    Microsoft’s cloud and AI stack has been implicated in a string of investigations alleging that Israeli military intelligence relied on commercial cloud services and AI tools to run mass surveillance and automated targeting systems in Gaza — including a disputed system called “Lavender” that...
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    Synopsys Real-Time CFD Digital Twin Framework for Factory Floors

    Synopsys’ new simulation-driven framework promises to bring high‑fidelity computational fluid dynamics (CFD) and factory-scale digital twins into the operational tempo of the shop floor, but the bold performance claims that headline the announcement require disciplined verification before they...
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    Microsoft NVIDIA Anthropic Pact: Azure Scales Claude with Co Design

    Microsoft, NVIDIA and Anthropic announced a sweeping three‑way strategic partnership that binds Anthropic’s Claude models to Microsoft Azure at massive scale, secures deep co‑engineering between Anthropic and NVIDIA on next‑generation hardware, and includes headline investment and compute...
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    VAST AI OS on Azure: Unifying Data, GPUs, and Agentic AI in the Cloud

    VAST Data’s decision to bring its VAST AI Operating System (AI OS) to Microsoft Azure marks a deliberate push to treat the cloud as more than just a compute utility — instead, a managed platform for agentic AI where data, fast retrieval, and autonomous agents operate together under unified...
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    Azure Cobalt 200: Arm CSS V3 Chiplet Cloud CPU on 3nm

    Microsoft’s Azure Cobalt 200 arrives as a radical second act in its custom‑silicon playbook: a chipletized Arm-based server SoC that packs 132 Arm Neoverse V3 cores, a 12‑channel DDR5 memory interface, built on TSMC’s 3 nm process, and a set of on‑SoC accelerators and per‑core power controls...
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    Microsoft Nvidia Anthropic Alliance reshapes generative AI and cloud computing

    Microsoft, Nvidia and Anthropic have announced a landmark three‑way alliance that reshapes the competitive map of generative AI and hyperscale cloud infrastructure: Anthropic has committed to purchase roughly $30 billion of compute from Microsoft Azure and to initially deploy up to one gigawatt...
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    EU DMA Probes Cloud Giants AWS and Azure: Gatekeeper Rules for Cloud

    The European Commission has opened three coordinated market investigations under the Digital Markets Act (DMA), putting Amazon Web Services and Microsoft Azure squarely into Brussels’ regulatory crosshairs and testing whether the DMA — originally framed for consumer-facing platforms — can be...
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    Anthropic Microsoft Nvidia Alliance Drives Azure Compute Boom for Frontier AI

    Anthropic’s surprise alliance with Microsoft and Nvidia rewrites the commercial map for frontier AI: Microsoft will invest up to $5 billion, Nvidia up to $10 billion, and Anthropic has committed to purchase roughly $30 billion of Azure compute — with an initial option to contract capacity...
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    Microsoft Nvidia Anthropic Pact Reshapes Enterprise AI, Cloud and Compute

    Microsoft, Nvidia and Anthropic’s three‑way pact announced at Ignite this week is a high‑stakes, capital‑heavy wager that ties frontier AI models, cloud infrastructure and GPU supply into a single commercial loop — and it sharpens both the strategic advantages and systemic risks already...
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