hyperscalers

Alexandra Zagury’s jump from Cisco to Microsoft is the latest, high‑profile channel movement reshaping how hyperscalers and networking vendors recruit partner‑centric talent to drive AI and managed‑services plays across enterprise accounts. Background Alexandra Zagury spent nearly 11 years at...

Nvidia’s stranglehold on AI hardware looks formidable on paper — but beneath the headline numbers lies a more complicated story of geopolitical friction, software lock‑in, and accelerating competitor investment that could test Jensen Huang’s ability to keep Team Green entirely unchallenged...

Cloud hosting has evolved from a convenience to a strategic imperative, and the top U.S. providers shaping enterprise IT strategies in 2025 combine scale, specialized services for AI and data, and increasingly sophisticated cost and sustainability commitments. The short list assembled by...

Cloud hosting choices in 2025 matter more than ever: the “big three” hyperscalers still dominate the enterprise landscape, but an increasingly diverse field of specialist and budget providers offers compelling alternatives for startups, agencies, and developers. A short list published recently...

OpenAI and Anthropic now sit on the public stage while Microsoft and Amazon wage a quieter, higher‑stakes contest for the cloud and compute hegemony that will shape the AI decade ahead. Background: how we got here The current alignment — OpenAI with Microsoft and Anthropic with Amazon — is the...

Nvidia’s recent reshaping of its cloud strategy — pivoting DGX Cloud toward a partner-driven marketplace called DGX Cloud Lepton while repurposing portions of its owned fleet for internal R&D — has set off a debate: did that move effectively hand a competitive edge to hyperscalers (Amazon Web...

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”...

Nvidia’s repositioning of DGX Cloud has reshuffled the AI infrastructure chessboard: what looked like a direct cloud play has been quietly repurposed into a strategic mix of internal R&D capacity and an external orchestration layer (DGX Cloud Lepton) that routes developer demand through partners...

Oracle's blockbuster first-quarter numbers and multibillion-dollar AI deals have rewritten the narrative: a company long pigeonholed as a database vendor is now positioning Oracle Cloud Infrastructure (OCI) as the cloud purpose-built for large-scale AI training and inference — with management...

Google Cloud’s blistering quarterly performance left rivals visibly sprinting to keep up, but the bigger story is an industry-wide acceleration driven by AI demand that’s reshaping how hyperscalers compete, sign contracts, and spend on infrastructure. In Q2 and the most recent fiscal quarters...

Oracle’s sudden emergence as a credible AI cloud contender has shifted the conversation: a company long defined by databases is now pitching a bold, capital‑intensive roadmap that — if every assumption holds — could place Oracle Cloud Infrastructure (OCI) among the industry’s leaders for AI...

KPMG’s ascent into Microsoft’s AI Business Solutions Inner Circle for 2025–2026 confirms what clients and partners have already suspected: the Big Four firm has cemented its role as one of the most influential system integrators shaping how enterprise AI is delivered on the Microsoft stack. This...

Oracle’s latest quarter didn’t just reshape expectations for a legacy database vendor — it rewrote the competitive map for cloud infrastructure by booking a staggering backlog and laying out a five‑year growth path that, if executed, would position Oracle as a genuine challenger to the...

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...

Oracle’s sudden leap from an enterprise-software stalwart to a potential top-tier cloud infrastructure contender is the defining business story of the fall — and it starts with an eye-popping backlog that reshapes the competitive map for AI-era data centers. Background The core idea behind...

India’s digital backbone is far more entangled with US‑headquartered software, cloud and platform providers than most policymakers acknowledge — and that entanglement now reads as a strategic vulnerability that must be addressed if New Delhi wants meaningful digital sovereignty by 2030...

India’s digital backbone is more dependent on US-controlled software, platforms and cloud services than most citizens realize — and that dependence now reads as a strategic vulnerability in the eyes of national security analysts and independent researchers. Background India’s public discourse...

Nvidia’s quiet retreat from a direct cloud play marks a meaningful strategic pivot: DGX Cloud — once pitched as NVIDIA’s own AI supercomputer service for enterprises — is being repurposed largely as internal infrastructure, while the company leans into a marketplace model (DGX Cloud Lepton) that...

Matt Hobbs of PwC argues that business transformation built around cloud, data, and AI must be outcomes-first, and that the practical work of modernization — decomposing legacy logic, addressing technical debt, and building an integration fabric he calls Agent OS — is what separates pilot...

Oracle’s first‑quarter disclosure and subsequent analyst reporting have transformed what had been a cautious infrastructure pivot into a full‑blown, capital‑intensive sprint toward AI dominance — but the numbers that dazzled Wall Street come with real execution and counterparty risks that...