#cloud-computing
#cloud-computing

3 hours ago

Privacy professionals

Cloud and data sovereignty caught in a paradox | Computer Weekly

What's behind Europe's efforts to ditch U.S. software in favor of sovereign tech | TechCrunch

Europe is reducing reliance on U.S. tech due to concerns over data sovereignty and the CLOUD Act.

Privacy professionals

3 hours ago

Cloud and data sovereignty caught in a paradox | Computer Weekly

Hyperscaler cloud services face challenges with data sovereignty due to US court orders compelling data access, impacting global operations.

What's behind Europe's efforts to ditch U.S. software in favor of sovereign tech | TechCrunch

Europe is reducing reliance on U.S. tech due to concerns over data sovereignty and the CLOUD Act.

more#data-sovereignty

4 hours ago

The illusion of digital sovereignty and the reality of control | Computer Weekly

Organisations must improve exit velocity and ability to pivot for true digital resilience, yet many lack effective strategies.

4 hours ago

Building AI apps and agents with Microsoft Foundry

Microsoft Foundry is a unified platform for AI development, offering tools for developers, ML engineers, and IT administrators.

Mistral Moves Coding Agents to the Cloud - and Gets Out of Your Way - DevOps.com

Mistral launched remote coding agents for its Vibe platform, enabling asynchronous coding tasks in the cloud without user supervision.

Tech industry

Quarterly results: hyperscalers impress, despite sky-high AI spending

Silicon Valley

Meta's loss is Thinking Machines gain | TechCrunch

Weiyao Wang has left Meta to join Thinking Machines Lab, which is expanding rapidly with a new multibillion-dollar cloud deal with Google.

fromSecurityWeek

Information security

AI Can Autonomously Hack Cloud Systems With Minimal Oversight: Researchers

AI systems can autonomously hack cloud environments, demonstrating advanced capabilities in executing sophisticated attacks without specific instructions.

Software development

fromDevOps.com

6 hours ago

Mistral Moves Coding Agents to the Cloud - and Gets Out of Your Way - DevOps.com

Mistral launched remote coding agents for its Vibe platform, enabling asynchronous coding tasks in the cloud without user supervision.

Quarterly results: hyperscalers impress, despite sky-high AI spending

AI-driven growth in cloud revenue is significantly benefiting major U.S. hyperscalers like Alphabet, Amazon, and Microsoft.

Silicon Valley

Meta's loss is Thinking Machines gain | TechCrunch

Weiyao Wang has left Meta to join Thinking Machines Lab, which is expanding rapidly with a new multibillion-dollar cloud deal with Google.

Information security

fromSecurityWeek

AI Can Autonomously Hack Cloud Systems With Minimal Oversight: Researchers

AI systems can autonomously hack cloud environments, demonstrating advanced capabilities in executing sophisticated attacks without specific instructions.

Artificial intelligence

AWS lets agents drive its virtual cloudy desktops

Tech industry

AWS networking lab tour: Making networking disappear

Tech industry

AWS plants more tombstones in the application graveyard

DevOps

AWS and OpenAI expand partnership following end of Microsoft's exclusivity

AWS CEO Matt Garman sees huge business opportunity for Amazon in AI-powered software: 'Everything is going to be remade' | Fortune

AWS is entering the SaaS market with new AI-driven productivity tools, confident in the continued demand for software-as-a-service.

fromTNW | Amazon

AWS to sell OpenAI models after Microsoft drops exclusivity, as OpenAI misses revenue targets and faces $100B infrastructure commitments

AWS will sell OpenAI models after Microsoft ended its exclusive reselling rights, following a significant investment and restructuring in their partnership.

8 hours ago

AWS lets agents drive its virtual cloudy desktops

AWS allows AI agents to operate within its WorkSpaces virtual PCs, enhancing automation and task management.

AWS networking lab tour: Making networking disappear

AWS aims to make networking seamless and unobtrusive, focusing on functionality rather than visibility.

AWS plants more tombstones in the application graveyard

AWS is entering the applications business with multiple new products and rebrands, including Amazon Quick and Amazon Connect offerings.

AWS and OpenAI expand partnership following end of Microsoft's exclusivity

Amazon Web Services and OpenAI have integrated advanced AI models into AWS, targeting large organizations for secure and scalable AI deployment.

AWS CEO Matt Garman sees huge business opportunity for Amazon in AI-powered software: 'Everything is going to be remade' | Fortune

AWS is entering the SaaS market with new AI-driven productivity tools, confident in the continued demand for software-as-a-service.

fromTNW | Amazon

AWS to sell OpenAI models after Microsoft drops exclusivity, as OpenAI misses revenue targets and faces $100B infrastructure commitments

AWS will sell OpenAI models after Microsoft ended its exclusive reselling rights, following a significant investment and restructuring in their partnership.

Tech industry

Alphabet Stock: I See a Path to $500 by 2027

Europe news

With no end in sight, Trump considers new options in Iran war-including the 'Dark Eagle' hypersonic missile | Fortune

Tech industry

Alphabet GOOGL Q1 2026 Earnings Call Transcript | The Motley Fool

Artificial intelligence

Anthropic Draws Google's $40B Bet in Latest AI Megadeal

Artificial intelligence

Google plans to invest up to $40 billion in AI rival Anthropic

Artificial intelligence

Google to invest up to $40B in Anthropic in cash and compute | TechCrunch

21 hours ago

Alphabet Stock: I See a Path to $500 by 2027

Google's stock is projected to reach $502.88, indicating a 31.21% upside from its current price of $383.25.

Europe news

With no end in sight, Trump considers new options in Iran war-including the 'Dark Eagle' hypersonic missile | Fortune

Google's identity is shifting as its cloud computing and AI businesses grow, potentially overshadowing its traditional search engine revenue.

Alphabet GOOGL Q1 2026 Earnings Call Transcript | The Motley Fool

Consolidated revenue reached $109.9 billion, driven by growth in Google Services and Google Cloud.

Anthropic Draws Google's $40B Bet in Latest AI Megadeal

Google is preparing a $40 billion investment in Anthropic to enhance AI infrastructure and support Claude's growth.

Google plans to invest up to $40 billion in AI rival Anthropic

Google plans to invest up to $40 billion in AI company Anthropic to strengthen its position in the artificial intelligence market.

Google to invest up to $40B in Anthropic in cash and compute | TechCrunch

Google plans to invest $40 billion in Anthropic to support its AI computing needs and infrastructure.

How Netflix Shapes our Fleet for Efficiency and Reliability

Netflix balances efficiency and reliability in its global service delivery through effective capacity and fleet planning.

fromTNW | Tq

Nscale invests 695M in Portugal with Microsoft as crypto-to-AI neocloud hits $14.6B valuation in two years

Nscale invests €695 million in Portugal to supply 66,000 Nvidia GPUs for Microsoft's Start Campus, enhancing Europe's AI infrastructure.

#agentic-ai

The agentic AI distraction

Cloud providers prioritize agentic AI over essential infrastructure improvements, risking customer trust and satisfaction.

fromComputerworld

Artificial intelligence

Enterprises need to think beyond GPUs for agentic AI, analysts say

The agentic AI distraction

Cloud providers prioritize agentic AI over essential infrastructure improvements, risking customer trust and satisfaction.

fromComputerworld

Enterprises need to think beyond GPUs for agentic AI, analysts say

Enterprises must evaluate hardware options and pricing models for Agentic AI, emphasizing CPU importance for workflow management over GPU usage.

Diskless databases: What happens when storage isn't the bottleneck

Diskless architecture enhances database performance, availability, and scalability by separating compute and storage, eliminating constraints and simplifying operations.

Microsoft is ending reservations for older instance types

Microsoft will phase out older Azure VM instance types, ceasing new reservations this summer and decommissioning some by 2028.

Microsoft to stop reservations for 17 Azure VMs, kill 13

Microsoft will stop offering long-term rentals for 17 Azure instance types, indicating challenges in cloud computing choices.

Users complain of UK Azure capacity problems

Microsoft Azure is experiencing severe capacity issues in the UK, limiting new deployments and pushing users to alternative regions like Sweden.

Microsoft to stop reservations for 17 Azure VMs, kill 13

Microsoft will stop offering long-term rentals for 17 Azure instance types, indicating challenges in cloud computing choices.

Users complain of UK Azure capacity problems

Microsoft Azure is experiencing severe capacity issues in the UK, limiting new deployments and pushing users to alternative regions like Sweden.

more#microsoft-azure

Salesforce vs Oracle: There's Only One Winner In the Cloud AI Push

Oracle and Salesforce are pursuing AI growth strategies, but Oracle is heavily in debt while Salesforce operates with a capital-light model.

Analysts See 10% Upside for Alphabet Following Q1 Earnings

Alphabet's stock shows strong growth potential with a 9.5% upside and robust performance across its core segments.

fromFinbold

3 days ago

Google just under $200 billion from overtaking Nvidia as world's largest company

Alphabet is narrowing the valuation gap with Nvidia, driven by strong earnings and AI integration.

Stock Market Today, April 30: Alphabet Surges After Reporting Accelerating Google Cloud Growth | The Motley Fool

Alphabet's Q1 2026 results exceeded expectations, with significant growth in Cloud revenue and increased capital expenditures to meet AI demand.

fromwww.cnbc.com

Alphabet first-quarter results likely to show continued growth, boosted by cloud

Alphabet is expected to report strong earnings driven by AI and cloud growth, with significant revenue increases projected for the first quarter.

Business

Analysts See 10% Upside for Alphabet Following Q1 Earnings

Alphabet's stock shows strong growth potential with a 9.5% upside and robust performance across its core segments.

fromFinbold

3 days ago

Google just under $200 billion from overtaking Nvidia as world's largest company

Alphabet is narrowing the valuation gap with Nvidia, driven by strong earnings and AI integration.

Stock Market Today, April 30: Alphabet Surges After Reporting Accelerating Google Cloud Growth | The Motley Fool

Alphabet's Q1 2026 results exceeded expectations, with significant growth in Cloud revenue and increased capital expenditures to meet AI demand.

fromwww.cnbc.com

Alphabet first-quarter results likely to show continued growth, boosted by cloud

Alphabet is expected to report strong earnings driven by AI and cloud growth, with significant revenue increases projected for the first quarter.

While NVDA Dominates Headlines, Here's Where the Real AI Economics Are Hiding

NVIDIA's stock dominance contrasts with the cyclical nature of semiconductor revenue, highlighting the stronger economic position of software and cloud sectors.

Analysts See 41% Upside for Microsoft Stock After Nearly 100% Backlog Growth

Microsoft's stock has a 41% upside potential according to analysts, despite a recent selloff after strong earnings.

Tech industry

Here's how the new Microsoft and OpenAI deal breaks down

Artificial intelligence

Microsoft's AI Moat Holds up Even After the OpenAI Reset

DevOps

Microsoft scales up Azure Local to a sovereign cloud, or does it?

fromTNW | Microsoft

Tech industry

Microsoft drops its exclusive licence to OpenAI's technology

Tech industry

OpenAI ends Microsoft legal peril over its $50B Amazon deal | TechCrunch

Business

2 days ago

Analysts See 41% Upside for Microsoft Stock After Nearly 100% Backlog Growth

Microsoft's stock has a 41% upside potential according to analysts, despite a recent selloff after strong earnings.

Here's how the new Microsoft and OpenAI deal breaks down

Microsoft and OpenAI ended their partnership amicably, allowing OpenAI to offer services across all cloud providers, including AWS.

Microsoft's AI Moat Holds up Even After the OpenAI Reset

Microsoft's AI moat remains strong despite changes in its partnership with OpenAI.

Microsoft scales up Azure Local to a sovereign cloud, or does it?

Microsoft is scaling up Azure Local to meet sovereignty requirements for governments and regulated sectors, allowing for thousands of servers in a sovereign environment.

fromTNW | Microsoft

Microsoft drops its exclusive licence to OpenAI's technology

Microsoft's exclusive rights to sell OpenAI's products ended, allowing OpenAI to serve customers across any cloud provider.

OpenAI ends Microsoft legal peril over its $50B Amazon deal | TechCrunch

Microsoft and OpenAI renegotiated their partnership, allowing OpenAI to serve products across any cloud provider while maintaining a primary relationship with Azure.

Moving to a mainframe can be cheaper than VMware: Gartner

Moving to an IBM mainframe may be cheaper for VMware users than adopting Broadcom's new licenses, according to Gartner's analysis.

Amazon vs. Microsoft and the Great AI Capex Divergence

Amazon's capital expenditures surged, impacting cash flow, while Microsoft reduced spending amid concerns over its AI partnership.

Amazon Now Does Everything: From Books to Satellites to $615 Million Movies

Amazon has evolved from selling books to a diverse portfolio including cloud services, satellite operations, and entertainment, with significant revenue growth.

Amazon's cloud sales are growing the most in 15 quarters. Investors sent the stock down on AI capex fears | Fortune

Amazon reported strong profit and sales growth in Q1, driven by a 28% increase in its cloud computing unit.

Amazon's cloud business is surging - and so is its capital spending | TechCrunch

Amazon's AWS experienced a 28% year-over-year sales increase, driven by the AI boom, marking its fastest growth in 15 quarters.

Amazon the chip company? Tech giant says it may sell AI chips as a product, not just a cloud service

Amazon plans to sell Trainium AI chips to external customers within two years, increasing competition with Nvidia.

AWS to Resell OpenAI Products After Microsoft Loses Exclusive License

Amazon will resell OpenAI products on its cloud platform, marking a significant shift in the AI cloud race.

4 days ago

Amazon vs. Microsoft and the Great AI Capex Divergence

Amazon's capital expenditures surged, impacting cash flow, while Microsoft reduced spending amid concerns over its AI partnership.

Amazon Now Does Everything: From Books to Satellites to $615 Million Movies

Amazon has evolved from selling books to a diverse portfolio including cloud services, satellite operations, and entertainment, with significant revenue growth.

Amazon's cloud sales are growing the most in 15 quarters. Investors sent the stock down on AI capex fears | Fortune

Amazon reported strong profit and sales growth in Q1, driven by a 28% increase in its cloud computing unit.

Amazon's cloud business is surging - and so is its capital spending | TechCrunch

Amazon's AWS experienced a 28% year-over-year sales increase, driven by the AI boom, marking its fastest growth in 15 quarters.

Amazon the chip company? Tech giant says it may sell AI chips as a product, not just a cloud service

Amazon plans to sell Trainium AI chips to external customers within two years, increasing competition with Nvidia.

AWS to Resell OpenAI Products After Microsoft Loses Exclusive License

Amazon will resell OpenAI products on its cloud platform, marking a significant shift in the AI cloud race.

Running AI in the cloud is easy - and expensive

Public cloud simplifies enterprise AI implementation but incurs significant operational costs.

AI in the cloud is easy but expensive

The cloud simplifies enterprise AI implementation but comes with significant costs that need careful consideration.

4 days ago

Running AI in the cloud is easy - and expensive

Public cloud simplifies enterprise AI implementation but incurs significant operational costs.

AI in the cloud is easy but expensive

The cloud simplifies enterprise AI implementation but comes with significant costs that need careful consideration.

The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here's the Stock That Profits Most

Wall Street is now focusing on power consumption and AI infrastructure spending rather than just quarterly cloud growth.

fromBusiness Matters

London startup

British deep-tech start-up loc.ai raises 1m to break SMEs free from the cloud's 'inference tax'

Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

The AI arms race benefits companies supplying infrastructure, particularly those providing connectivity solutions and data center technology.

Artificial intelligence

Exclusive: Google deepens Thinking Machines Lab ties with new multi-billion-dollar deal | TechCrunch

UK firms to deploy AI projects abroad as energy costs rise

One in five UK firms have moved AI workloads abroad due to high energy costs, threatening the government's economic growth plans.

Companies are hoarding AI compute because of FOMO and they're sitting on most of it

Companies are overprovisioning GPU capacity, with average utilization at only 5%, leading to significant waste in AI infrastructure spending.

4 days ago

The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here's the Stock That Profits Most

Wall Street is now focusing on power consumption and AI infrastructure spending rather than just quarterly cloud growth.

London startup

fromBusiness Matters

British deep-tech start-up loc.ai raises 1m to break SMEs free from the cloud's 'inference tax'

Loc.ai secures £1 million to develop off-cloud AI infrastructure, addressing rising costs in the SaaS sector caused by hyperscale cloud providers.

Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

The AI arms race benefits companies supplying infrastructure, particularly those providing connectivity solutions and data center technology.

Exclusive: Google deepens Thinking Machines Lab ties with new multi-billion-dollar deal | TechCrunch

Thinking Machines Lab signed a multi-billion-dollar deal with Google Cloud to expand its AI infrastructure using Nvidia's latest GPUs.

UK firms to deploy AI projects abroad as energy costs rise

One in five UK firms have moved AI workloads abroad due to high energy costs, threatening the government's economic growth plans.

Companies are hoarding AI compute because of FOMO and they're sitting on most of it

Companies are overprovisioning GPU capacity, with average utilization at only 5%, leading to significant waste in AI infrastructure spending.

more#ai-infrastructure

fromNew Relic

Escaping the "Snowflake Tax": How we cut data costs by over 50% at New Relic

Decoupling storage from compute led to significant cost savings and improved scalability in data management.

AWS says server memory shortage pushing customers to cloud

The memory shortage is accelerating enterprises' migration to cloud services due to insufficient on-prem compute resources.

Business

The $665 billion question: Will Big Tech's AI gamble pay off? | Fortune

Big Tech plans to invest $665 billion in AI this year, significantly increasing from previous spending levels.

#artificial-intelligence

fromeuronews

Google parent Alphabet profit jumps 81% amid Big Tech earnings results

Strong quarterly results from major tech companies are driven by growth in artificial intelligence and cloud computing.

1 Smart Stock to Buy Right Now | The Motley Fool

AI investment is surging, with Alphabet positioned strongly in digital advertising and cloud computing.

fromeuronews

Google parent Alphabet profit jumps 81% amid Big Tech earnings results

Strong quarterly results from major tech companies are driven by growth in artificial intelligence and cloud computing.

more#artificial-intelligence

1 Smart Stock to Buy Right Now | The Motley Fool

AI investment is surging, with Alphabet positioned strongly in digital advertising and cloud computing.

Microsoft levels up Azure Local for sovereign clouds

Microsoft's Azure Local has been revamped to support large-scale sovereign infrastructure with enhanced management and scalability features.

Microsoft reports sinking Xbox revenue as its cloud business climbs

Microsoft's Xbox hardware revenue fell 33%, while cloud and productivity sectors thrived, driving overall revenue to $82.9 billion.

Healthcare

FDA to pilot real-time clinical drug trials through cloud and AI

The FDA's new pilot program uses AI and cloud computing to monitor clinical trial data in real time, potentially reducing drug approval timelines significantly.

#openai

OpenAI announces availability across cloud providers

OpenAI ends exclusivity with Microsoft, expanding availability of its AI models to other cloud providers like AWS.

fromAxios

OpenAI breaks free of Microsoft's cloud

OpenAI can now sell through any cloud, limiting Microsoft's revenue share and removing the AGI clause from their agreement.

OpenAI ends exclusive partnership with Microsoft, AWS welcomes models

Microsoft loses exclusive access to OpenAI's technology, allowing OpenAI to partner with other cloud providers like AWS.

fromArs Technica

No longer exclusive: Microsoft agrees to let OpenAI see other cloud providers

OpenAI and Microsoft amended their partnership, allowing OpenAI to serve products across any cloud provider while maintaining a primary relationship with Azure.

Microsoft and OpenAI's famed AGI agreement is dead

OpenAI can now serve products across any cloud provider, dropping exclusivity with Microsoft and removing the AGI clause from their deal.

OpenAI announces availability across cloud providers

OpenAI ends exclusivity with Microsoft, expanding availability of its AI models to other cloud providers like AWS.

fromAxios

OpenAI breaks free of Microsoft's cloud

OpenAI can now sell through any cloud, limiting Microsoft's revenue share and removing the AGI clause from their agreement.

OpenAI ends exclusive partnership with Microsoft, AWS welcomes models

Microsoft loses exclusive access to OpenAI's technology, allowing OpenAI to partner with other cloud providers like AWS.

fromArs Technica

No longer exclusive: Microsoft agrees to let OpenAI see other cloud providers

OpenAI and Microsoft amended their partnership, allowing OpenAI to serve products across any cloud provider while maintaining a primary relationship with Azure.

Microsoft and OpenAI's famed AGI agreement is dead

OpenAI can now serve products across any cloud provider, dropping exclusivity with Microsoft and removing the AGI clause from their deal.

SAS Viya brings data infrastructure and agentic AI closer to each other

SAS announced major expansions to the Viya platform, enhancing data management and AI integration for improved analytics and governance.

fromComputerworld

Microsoft, OpenAI change contract terms-again

Enterprises must collaborate with multiple AI vendors due to evolving technology and partnerships.

Science

China Startup Secures $8.4B in Credit Lines for Orbital Data Center Push

China is developing space-based data centers to alleviate pressure on Earth-bound computing infrastructure due to rising AI and cloud demand.

Business intelligence

3 Cloud Computing ETFs to Buy as Enterprise AI Spending Accelerates in 2026

Enterprise digital transformation drives demand for cloud services, with AI infrastructure spending enhancing momentum despite volatility in cloud software equities.

fromTNW | Amazon

Tech industry

Meta signs multibillion-dollar deal for Amazon Graviton5 chips as AI compute demand outstrips $135B capex budget

Meta signed a multibillion-dollar deal with Amazon to deploy Graviton5 CPU cores for AI workloads, reflecting a significant demand for compute resources.

Commerce goes direct to hyperscalers with $4.1B cloud pact

The Commerce Department is planning a 10-year, $4.1 billion blanket purchase agreement for cloud computing capabilities and only the big hyperscalers need apply.

European startups

Online learning

Where to begin a cloud career

Effective free courses establish foundational knowledge and context, making hands-on learning in cloud computing more accessible and effective.

Data science

Pinecone On-Demand is thirsty for bursty workloads

Pinecone offers solutions for variable and sustained query workloads in AI, focusing on cost-effective and predictable performance.

#google-cloud

Google on why its all-in-one AI stack embraces competitors

Google Cloud has a unique advantage with its integrated AI infrastructure, models, and data platform, essential for enterprise AI value.

Tech industry

Google Cloud launches two new AI chips to compete with Nvidia | TechCrunch

Google Cloud's TPU 8t and TPU 8i chips enhance AI model training and inference, offering significant performance improvements over previous generations.

Google on why its all-in-one AI stack embraces competitors

Google Cloud has a unique advantage with its integrated AI infrastructure, models, and data platform, essential for enterprise AI value.

Google Cloud launches two new AI chips to compete with Nvidia | TechCrunch

Google Cloud's TPU 8t and TPU 8i chips enhance AI model training and inference, offering significant performance improvements over previous generations.

Datadog digs down into GPU efficiency as AI costs soar

Datadog introduces GPU monitoring to enhance visibility and cost management for AI-driven organizations.

Software development

fromInfoQ

Grafana Rearchitects Loki with Kafka and Ships a CLI to Bring Observability Into Coding Agent

Grafana 13 introduces a Kafka-backed architecture for Loki, enhancing performance and reducing data duplication in log ingestion.

fromInfoQ

When a Cloud Region Fails: Rethinking High Availability in a Geopolitically Unstable World

Cloud regions are influenced by geopolitical events, necessitating multi-region strategies for resilience against disruptions.

The DBMS chart that shows Oracle's crown is slowly slipping

Dominant database vendors are losing market share to emerging competitors, with only Microsoft showing growth since 2011.

The European cloud of the future is built using actual, physical containers

The European Commission aims to provide a framework for 12 EU member states to strengthen Europe's digital and technological sovereignty through the IPCEI-CIS initiative.

European startups

Dutch central bank chooses Lidl for European Cloud

De Nederlandsche Bank is signing a contract with Schwarz Digits to reduce dependence on American cloud services and switch to a European alternative.

fromInfoQ

Event-Driven Patterns for Cloud-Native Banking - What Works, What Hurts?

Event-driven architecture in regulated industries offers benefits and challenges that need careful consideration.

Information security

Broadcom brings secure AI agent environment to VMware Tanzu

Broadcom's VMware Tanzu Platform Agent Foundations provides a secure environment for autonomous AI applications with zero-trust networking and automated management.

AI, energy, and the new rules of cloud sustainability competition | Computer Weekly

Cloud providers offer sustainability metrics, but lack standardization makes it difficult for enterprises to compare workloads effectively.