#cloud computing

Emails shown in federal court indicate Microsoft executives were skeptical about OpenAI’s near-term prospects in 2018 even as they worried that withholding support could push the lab toward Amazon.

Amazon Web Services says repairs to war-damaged facilities in the UAE and Bahrain will take several more months, extending a regional cloud disruption and suspending billing for affected customers.

Alphabet said Google Cloud passed $20 billion in quarterly revenue for the first time, driven by AI demand, while warning that near-term compute constraints held back even faster growth.

Amazon says AWS revenue rose 28% year over year to $37.6 billion, its fastest growth rate in 15 quarters, even as the company signals continued heavy capital spending.

Just one day after Microsoft and OpenAI ended Azure’s exclusive distribution rights for OpenAI models, AWS unveiled new OpenAI offerings on Bedrock, signaling a major reset in how frontier AI reaches enterprise customers

Google is set to invest at least $10 billion in Anthropic, with the deal potentially rising to $40 billion if performance targets are met, intensifying the contest to secure AI customers through cloud and chip access.

After selling its remaining intellectual property, Allbirds says it will rebrand as NewBird AI and use a $50 million financing facility to build GPU-based AI infrastructure.

Reported attacks on AWS facilities in the Gulf are intensifying debate over cloud concentration, strategic infrastructure risk, and whether Chinese providers such as Huawei can gain ground by selling resilience.

Apple's new entry-level MacBook Neo with 512GB unified memory delivered benchmark results comparable to powerful cloud instances in DuckDB database workloads, raising fresh questions about the economics of cloud computing.