Amazon is expanding its investment and infrastructure commitments in artificial intelligence through a deeper partnership with Anthropic, as cloud providers continue to scale compute capacity for large language models. The company has agreed to invest up to $25 billion more into Anthropic, adding to its previous $8 billion commitment. The latest agreement includes an initial […]
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The rapid build-out of AI systems is increasing data centre power demand, exposing a less visible constraint in cloud computing: access to power. A recent agreement between Oracle and Bloom Energy means the two intend to deploy up to 2.8 gigawatts (GW) of fuel cell capacity to support data centre growth, according to a statement […]
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Large companies are rethinking how they run artificial intelligence workloads in the cloud. Uber is one of the latest examples, expanding its use of AWS chips to support its AI systems. At the centre of this change are AWS-designed chips like Graviton and Trainium. Reuters reports Uber is increasing its use of the hardware to […]
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Recent data from Omdia shows that global cloud infrastructure spending reached US$110.9 billion in the fourth quarter of 2025, up 29% year over year. The firm said growth was driven by AI, with demand expanding to storage and networking. Full-year spending reached US$399.6 billion, up 24% year over year. Amazon Web Services, Microsoft Azure, and […]
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A shift is underway in how large retailers run their physical stores. What once depended on manual stock checks and fixed supply chains is now moving away from siloed systems toward software-driven operations powered by cloud and AI. Amazon’s latest retail initiative offers a clear example of this change taking shape inside real-world environments. Amazon […]
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Oracle has begun introducing what it calls “Fusion Agentic Applications”, AI agents embedded directly into its cloud-based ERP suite. According to Computerworld, the systems are designed to carry out tasks in workflows. This points to a change from what many described as “copilot” systems to something closer to operators. From assistance to execution Enterprise software […]
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Cloud demand is starting to change in a way that reflects how companies are building and running AI systems. The change is about the type of workloads moving into cloud environments. Recent comments from Andy Jassy, CEO of Amazon, point to a much larger market than previously expected, driven by enterprise AI adoption. At a […]
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Large healthcare companies are turning to cloud platforms as they try to connect fragmented health data and create new digital services for patients. A new initiative from CVS Health shows how one of the largest healthcare providers in the US is using cloud infrastructure to build a system designed to link data and care providers […]
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A new group of cloud firms built for artificial intelligence workloads is drawing large investments and major enterprise clients. One example is a US$2 billion investment by Nvidia in Nebius, a company that runs large AI systems in the cloud. The investment gives Nvidia an 8.3% stake in Nebius and signals rising demand for computing […]
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AI is pushing technology companies to rethink the foundations of cloud computing. As more businesses adopt AI tools, the industry is spending heavily on the hardware and data centres needed to run them. Much of the current spending is focused on infrastructure rather than software. Chips, networking equipment, power systems, and large data centres are […]
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