Cloud Giants Rake In $79 Billion As AI Boom Continues
The three cloud hyperscalers saw their combined revenue hit $79 billion last quarter. AI capabilities embedded across Azure, AWS and Google Cloud are fueling this unprecedented growth.
Category: Cloud
Kubernetes Doesn’t Have to Be This Hard
Kubernetes adoption is booming, but so is the complexity of managing containers across hybrid environments. Nutanix’s NKP platform promises to simplify enterprise Kubernetes deployments while acknowledging that VMs aren’t going anywhere.
Broadcom’s AI Boom: Jefferies Sees 32% More Upside
Jefferies just slapped a $480 price target on Broadcom, predicting 32% upside from AI chip demand. The bank sees Google’s token processing exploding from 480 trillion to 1,300 trillion monthly. But this massive growth story comes with serious risks.
Verizon locks in tower deal with SBA for 5G expansion
Verizon and SBA Communications have inked a long-term tower agreement to accelerate 4G and 5G network expansion across the US. The deal provides Verizon with cost certainty and flexibility while leveraging SBA’s portfolio of over 17,400 domestic towers.
The AI Energy Crisis Just Got a 24/7 Solar Solution
The world’s first gigawatt-scale renewable project that operates 24/7 just broke ground in Abu Dhabi. It pairs 1 gigawatt of solar with 19 gigawatt-hours of battery storage to provide continuous power, directly challenging the notion that renewables can’t handle AI’s massive energy demands.
India’s Green Data Center Revolution Accelerates with 2GW Power Deal
India’s state-owned utility NTPC has signed a landmark agreement to supply CtrlS Datacenters with 2GW of renewable energy. This massive power deal comes as India’s data center capacity is projected to grow 66% by 2026, driving unprecedented energy demands.
OpenAI’s $38 Billion Cloud Bet: The AI Infrastructure Arms Race Heats Up
OpenAI’s $38 billion agreement with Amazon Web Services represents more than just cloud capacity—it’s a strategic shift that could reshape the entire AI ecosystem. The deal highlights the escalating infrastructure demands of advanced AI systems and signals new competitive dynamics in the cloud marke
MongoDB’s CEO Transition Signals AI Infrastructure Push
MongoDB’s leadership transition from Dev Ittycheria to former Cloudflare executive CJ Desai represents more than just a changing of the guard. The move signals MongoDB’s aggressive push into AI infrastructure and enterprise cloud services amid growing competition.
OpenAI’s $38B Cloud Gambit Reshapes AI Infrastructure Race
OpenAI’s $38 billion cloud partnership with AWS represents a fundamental shift in AI infrastructure strategy. This massive GPU rental deal could reshape competitive dynamics across the entire AI ecosystem.
Vultr’s Public Sector Cloud: A Sovereign AI Power Play
Vultr has unveiled a specialized cloud platform for public sector organizations featuring AMD and Nvidia GPUs with full compliance coverage. This move positions the privately-held infrastructure provider as a key player in government digital transformation. The timing coincides with growing global d