hyperscalers

UBS’s field checks at Oracle AI World suggest corporate cloud spending has moved from hand-wringing to pragmatism: budgets are broadly stable and healthy, AI-driven GPU demand remains strong, and the three hyperscalers — Amazon (AWS), Google Cloud, and Microsoft (Azure) — are positioned to...

UBS’s field checks at Oracle’s AI World suggest a broadly positive but measured story: “stable, healthy” cloud spending is underpinning demand, and the largest hyperscalers — Amazon (AWS), Google Cloud, and Microsoft (Azure) — are positioned to capture the bulk of that growth, albeit with...

When a single cloud region hiccupped on Monday and took dozens of popular apps and services offline for hours, the incident did more than ruin a day of gaming and language practice — it underlined a growing geopolitical and economic fault line: Western digital life increasingly flows through a...

The UAE’s colocation market is entering a rapid growth phase: a new supply-and-demand study projects revenue will climb from roughly $448 million in 2024 to $1.736 billion by 2030 — a compound annual growth rate of about 25.3% — driven by hyperscaler expansion, sovereign-cloud initiatives, AI...

NVIDIA’s stranglehold on the AI chip market is no accident — it was built on superior silicon, a vast software moat and a perfect timing of demand — but cracks are appearing in the foundations as hyperscalers, geopolitics and emerging regional champions all push back against a single-vendor...

The week’s major cloud outage — centered on Amazon Web Services’ US‑EAST‑1 cluster — sent a clear message to businesses and consumers: the internet’s plumbing is now concentrated in a handful of corporate hands, and when one of those hands falters the effect ripples through everything from games...

The internet’s invisible backbone — racks of servers, miles of fiber, and sprawling data centres — hiccuped in full view this week, when a major disruption at one of the world’s dominant cloud providers produced hours of global downtime and a fresh debate about who should shoulder the risk of...

The internet you use every day — from messaging apps and streaming services to online banking and government portals — runs on racks of servers, miles of fibre and a handful of companies that operate vast, power-hungry data centres: the cloud is the invisible engine of the web. Recent reporting...

Microsoft’s hyperscale cloud battle has pivoted from raw infrastructure to who can package, govern and monetize AI at enterprise scale — and the 2025 scoreboard looks less like a runaway and more like a three‑way sprint, with AWS still largest by revenue, Azure riding enterprise AI integration...

LinkedIn’s CEO has quietly lifted the curtain on a practice many executives already suspected: he leans on artificial intelligence to write the majority of his emails — even the ones sent to his own boss, Microsoft CEO Satya Nadella. Ryan Roslansky disclosed during a fireside chat at LinkedIn’s...

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...