hyperscalers

The quiet hum of massive data centers and the clang of severance notices now define Seattle’s tech landscape: while Amazon, Microsoft and other regional giants pour billions into artificial intelligence infrastructure, the same companies are simultaneously shrinking corporate workforces — a...

Nebius’s Token Factory is the latest, and arguably most calculated, salvo in the unfolding competition for enterprise AI inference: a single platform that promises freedom from hyperscaler lock‑in, turnkey production inference at scale, and the operational guarantees large customers demand — all...

Microsoft and Alphabet have doubled down on an AI arms race this week, with Microsoft unveiling multi‑billion‑dollar infrastructure commitments in the United Arab Emirates and a headline GPU services contract in Texas, while Alphabet returned to the European debt market to raise billions for...

Amazon’s control plane hiccup last month was small in code and huge in consequence: an automated DNS-management race condition inside Amazon DynamoDB created an empty DNS record for the service’s regional endpoint, leaving thousands of services unable to resolve a key API hostname and setting...

India’s data‑centre landscape has shifted from nascent to monumental over the past two years: global hyperscalers and domestic champions are committing tens of billions of dollars to build AI‑ready, gigawatt‑scale campuses, and that capital is already reshaping power, fibre and skills planning...

The last week’s earnings cascade left a stark, simple narrative for anyone watching cloud economics: three companies — Amazon, Microsoft, and Google — are not just winning the cloud war, they’re printing cash from it in a way that reshapes the balance sheets and strategic choices of nearly every...

The race to build the physical backbone of modern AI — the GPU farms, liquid‑cooled racks, and multi‑gigawatt campuses that train and serve large language models — has turned into one of the most consequential infrastructure competitions in technology. In the past six months, a flurry of...

Microsoft’s cloud backbone hiccupped again this month, and the tremors were felt across offices, shops, airlines and living rooms around the world: a widespread Microsoft Azure outage triggered by an “inadvertent configuration change” to the Azure Front Door service left Microsoft 365, Xbox...

Andhra Pradesh’s government has moved from ambitious pitch to structured execution by constituting a dedicated Data Centre Advisory Council tasked with delivering a roadmap to 6,000 MW of data‑centre capacity by 2030, positioning Visakhapatnam as the state’s flagship AI‑era infrastructure hub...

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...

Cisco’s new Silicon One P200 chip and the 8223 routing system mark a strategic push to make geographically distributed data centres operate like a single, gigantic AI computer — promising massive throughput, much lower power draw, and the buffering required to keep AI training jobs coherent...

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...

CoreWeave’s newly publicized deal with Meta, alongside a headline-making capacity pact between Nebius and Microsoft and continued multi‑billion arrangements with OpenAI, mark a turning point in the AI infrastructure market — one that is accelerating the shift from a handful of hyperscalers to an...