Snowflake has raised its product revenue forecast for fiscal 2027 after reporting stronger-than-expected quarterly revenue, with the Snowflake AWS deal adding a US$6 billion infrastructure commitment for enterprise AI workloads on Amazon Web Services. The company now expects fiscal 2027 product revenue of US$5.84 billion, up from its earlier forecast of US$5.66 billion. It also […]
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Anthropic is reportedly in early discussions to rent server capacity powered by Microsoft’s Maia chips, according to The Information and CNBC. The talks come shortly after Anthropic agreed to use Google’s cloud infrastructure and Tensor Processing Units under a large multi-year agreement. They also follow a separate Microsoft agreement announced in November. Under that deal, […]
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Google and Blackstone plan to create a US-based AI cloud venture that will provide access to data centre capacity and Google’s custom AI chips. Blackstone will make an initial equity investment of US$5 billion to support the venture. The firm will be the majority owner of the new business. The companies said the investment will […]
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Google is discussing future launch options with SpaceX and other companies for Project Suncatcher, a research effort into orbital AI data centres. The project is designed to test whether AI computing infrastructure can operate in orbit. The project centres on a network of solar-powered satellites carrying Google’s Tensor Processing Units, or TPUs. These chips are […]
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AWS has made Claude Platform on AWS generally available, giving customers access to Anthropic’s native Claude Platform through their existing AWS accounts. AWS said it is the first cloud provider to offer access to the Claude Platform natively. The service allows developers and organisations to use Claude APIs, the Claude Console, and early-access beta features […]
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Microsoft is weighing whether to delay or abandon one of its 2030 clean energy targets as it expands data centre capacity for AI and cloud services, Bloomberg has reported, citing people familiar with the matter. The target, announced in 2021 and known as 100/100/0, aims to match 100% of Microsoft’s electricity use, 100% of the […]
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Keppel has started construction on a floating data centre project in Singapore, a 25MW facility designed to combat land and water constraints affecting data centre development. The company disclosed the construction plans in its first-quarter 2026 business update, aiming to begin work on the Keppel DC SGP 9 in mid-2026 at its Genting Lane campus. […]
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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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