cloud providers

What counts as the “largest” cloud provider depends on the lens you use, but the market’s center of gravity remains remarkably stable: Amazon Web Services, Microsoft Azure, and Google Cloud still dominate global cloud infrastructure spending, while a second tier of providers competes on...

Google and Microsoft have quietly drawn a line in the sand for enterprise customers: Anthropic’s Claude models will remain available for commercial use even after the Department of Defense formally designated Anthropic a “supply‑chain risk.” That split — defense exclusion versus commercial...

The hyperscalers are not panicking — they are building. Over the last earnings cycle the three biggest cloud platforms—Amazon Web Services (AWS), Google Cloud, and Microsoft Azure—reported a clear, coordinated pattern: reaccelerating cloud growth driven by AI workloads, paired with an...

The surge in enterprise AI is rewriting the economics and competitive map of public cloud — and the short answer is that Google Cloud, Amazon Web Services (AWS), and Microsoft Azure will each benefit, but in markedly different ways depending on their technical bets, go‑to‑market strengths, and...

OpenAI’s long-running infrastructure romance with Microsoft has quietly shifted from exclusivity to pragmatic flexibility, and the implications reach far beyond two corporate balance sheets — they reshape how cloud capacity, regulatory risk, and enterprise resilience will play out as AI scales...

This week’s AI headlines — from a fresh congressional bill that would reshape how high‑performance chips are sold, to the U.S. government’s rollback of an earlier export-control framework, and Microsoft’s quiet decision to split Office 365’s AI supply between OpenAI and Anthropic — have combined...

Multi‑vendor AI strategies promised a new era of vendor competition and lower prices for enterprise software — but the early evidence shows the opposite: rising software bills, unpredictable budgets, and a shifting cost base that rewards cloud infrastructure owners more than application vendors...

Microsoft Azure customers experienced measurable slowdowns and higher-than-normal latency after multiple undersea fiber-optic cables in the Red Sea were cut, forcing cloud traffic onto longer, congested detours and exposing brittle physical chokepoints beneath modern cloud resilience. Background...

Internet traffic between Asia, the Middle East and parts of Europe slowed sharply after multiple undersea fibre‑optic cables in the Red Sea were severed on 6 September 2025, forcing cloud operators — most visibly Microsoft Azure — and regional carriers to reroute traffic, warn customers of...

A concentrated cluster of undersea cable failures in the Red Sea has throttled internet performance across South Asia and the Gulf, forcing cloud providers and carriers to reroute traffic and leaving businesses and consumers to contend with higher latency, intermittent packet loss, and slower...

A sudden cluster of undersea fiber cuts in the Red Sea has forced Microsoft Azure and other cloud and carrier operators to reroute traffic, producing measurable latency and slower internet performance across parts of South Asia, the Gulf and beyond—an event that exposes how a handful of damaged...

Microsoft’s Azure platform warned of higher-than-normal network latency for traffic traversing the Middle East after multiple undersea fiber cuts in the Red Sea forced rerouting of international traffic beginning at 05:45 UTC on 6 September 2025. (backup.azure.status.microsoft, reuters.com)...

Microsoft Azure users and large swathes of internet users across Asia, the Middle East and parts of Europe experienced measurable slowdowns and elevated latency after multiple undersea fibre‑optic cables in the Red Sea were cut on September 6, 2025, forcing cloud and carrier engineers to reroute...

Multiple undersea fibre‑optic cables in the Red Sea were severed in early September, producing widespread slowdowns for Internet users and measurable latency for cloud customers — a disruption that exposed how the physical backbone of the Internet can become a single point of failure for modern...

Microsoft has warned that users of its Azure cloud may see higher-than-normal latency and intermittent disruptions after multiple undersea fiber-optic cables in the Red Sea were cut, forcing traffic onto longer alternate routes while repair work and global rerouting continue. Background The Red...

OpenAI’s highly anticipated corporate restructuring has been pushed off the immediate calendar as last‑ditch negotiations with Microsoft over API access, intellectual property (IP) rights and a disputed “AGI clause” remain unresolved, forcing a delay that could push the overhaul into next year...

The Web3 infrastructure story that has been quietly brewing for years reached a new inflection point this cycle: large cloud providers are no longer passive hosts for blockchain experiments — they are active strategic partners, builders, and gatekeepers whose technical choices and compliance...

Microsoft’s advisory for CVE‑2025‑50167 warns that a race condition in Windows Hyper‑V can be abused by an authorized local attacker to elevate privileges on affected hosts — a kernel‑level flaw that demands immediate attention from administrators, cloud operators, and anyone running Hyper‑V...

The recent revelation that Israel’s military intelligence agency has leveraged Microsoft’s Azure cloud platform to store and analyze intercepted Palestinian phone calls on a massive scale marks a watershed moment for the intersection of cloud computing, surveillance, and global human rights...

The UK's Competition and Markets Authority (CMA) has concluded its investigation into the cloud computing sector, revealing that dominant practices by Amazon Web Services (AWS) and Microsoft are stifling competition and innovation. This comprehensive inquiry, initiated in October 2023...