Amazon and Qualcomm have agreed to develop multiple generations of customised silicon for AI data centres, with the collaboration covering AI inference and high-speed optical connectivity. Qualcomm announced the agreement recently, saying the companies will develop silicon for Amazon’s AI infrastructure. They are also working on optical connectivity extending to speeds of up to 1.6T, […]
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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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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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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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Cloud capacity is becoming one of the main constraints on enterprise AI adoption, and Amazon’s latest spending plans show how providers are responding. The company is preparing to commit roughly $200 billion in capital expenditure, much of it aimed at expanding AWS data centres, custom chips, and related AI infrastructure, according to reporting by the […]
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China’s cloud market is entering a new phase, shaped less by basic storage and more by who can support large AI workloads at scale. Established providers still dominate, but the list of serious contenders is starting to change. ByteDance, long tied to consumer apps like TikTok and Douyin, is now making a clearer push into […]
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Microsoft has reached a $9.7 billion agreement with data-centre operator IREN, gaining access to advanced Nvidia chips that could ease the strain on the company’s infrastructure and support AI services such as ChatGPT. Limited access to computing power has slowed growth across the sector, and large tech firms have pointed to capacity shortages during recent […]
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Alibaba and Nvidia have teamed up again, expanding their collaboration in AI and robotics. The two companies announced at the Apsara Conference in Hangzhou that Nvidia’s embodied AI tools will be integrated into Alibaba Cloud’s machine learning platform. The move gives developers access to Nvidia’s toolkit for building AI systems that interact with the physical […]
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