Azure VMware Solution customers using VMware Cloud Foundation licences bundled with pay-as-you-go deployments have until October 31, 2026, to move to a bring-your-own-licence model. After that date, Microsoft says those deployments will no longer comply with Broadcom’s licensing requirements unless customers provide their own VCF subscription. Microsoft stopped selling new Azure VMware Solution nodes with […]
Amazon is redistributing parts of its e-commerce infrastructure across a wider range of AWS regions amid reported constraints on power and data centre capacity. The multiyear programme, known internally as “Region Flex”, is intended to reduce Amazon’s reliance on several large AWS regions and spread workloads across more locations, according to internal planning documents obtained […]
AWS recorded its fastest growth in more than four years during the second quarter, but Amazon said it still lacked enough computing capacity to meet customer demand despite raising its 2026 capital spending forecast to $220 billion. AWS revenue rose 37% year over year to $42.2 billion in the quarter ended June 30. The result […]
Nvidia is reportedly discussing a $250 billion financing guarantee linked to a 10GW data centre project that OpenAI is considering leasing in Ohio. The proposed arrangement would extend Nvidia’s role beyond supplying computing and networking equipment by adding financial support for the infrastructure project. The facility would be developed by SB Energy, a SoftBank subsidiary, […]
Meta Platforms is developing plans for a cloud infrastructure business that would sell access to AI computing power and models, Bloomberg reported, citing people familiar with the matter. CNBC later reported that Meta plans to sell excess computing power to outside customers. The business would compete with Amazon Web Services, Microsoft Azure, Google Cloud, and […]
Pinterest has signed a US$4 billion cloud deal with AWS, extending its cloud services agreement with Amazon Web Services through 2031. The agreement is Pinterest’s largest infrastructure commitment to date. It builds on a cloud relationship that began in 2010, when Pinterest started using AWS to support the reliability and performance of its core services. […]
SambaNova and Intel have extended their collaboration with a heterogeneous hardware solution that “combines GPUs for prefill, Intel Xeon 6 processors as host and ‘action’ CPUs, and SambaNova RDUs (reconfigurable dataflow units) for decode,” according to a press release. By assigning each step to hardware suited to each, the companies claim higher quality, faster AI […]
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 […]
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 […]
The current data centre construction boom in the US is creating hitting problems when it comes to securing enough power. Facilities built to support artificial intelligence workloads require levels of electrical capacity that local grids won’t be able to supply at present levels of capacity and infrastructure. In response, several DC operators and commissioning companies […]