AWS hits capacity wall
Amazon boss blames chips and power for lagging GenAI performance
Amazon supremo Andy Jassy does not appear to be sweating over whether his outfit can keep pace with Microsoft and other AI-obsessed cloud vendors.
Microsoft can’t keep EU data out of US paws
Cloud Act clashes with Europe’s fantasy of digital sovereignty
Software King of the World, Microsoft has admitted it cannot keep French citizen data safe from the reach of US authorities, even when it is locked up in EU data centres.
Coreweave gobbles rival in $9bn share swap
Data centre land grab or cash-saving sleight of hand?
CoreWeave has wasted no time splashing the cashless after its IPO. Just three months since floating, the US data centre outfit is shelling out $9 billion worth of shares to acquire Core Scientific in what’s being sold as a bold expansion move.
Oracle flings cloud discount at Trump government
Ellison cuddles up to federal wallets
Oracle is slashing prices for its software and cloud services to please the Trump administration, offering what it calls a “substantial” discount on its cloudy wares and 75 per cent off on licence-based database and analytics products.
Nvidia sharpens its claws for a cloud coup
Cloud giants may regret arming the AI kingpin
Cloud computing has been a licence to print money for Amazon.com, Microsoft and Google but now the gravy train faces a fresh threat from AI cloud specialists and Nvidia.