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 […]
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Large data centre projects intended to support AI and cloud workloads are facing power shortages and grid delays. Some are also facing planning disputes, land-use concerns, and rising construction costs. A report by The Guardian, citing data from the Uptime Institute, said 250 data centre projects requiring more than 100MW of power each were announced […]
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Cloud data teams are not trying to solve a simple data movement problem, but a continuity problem. In older data environments, ETL pipelines were designed to move data from one system to another on a schedule. A job started, processed a fixed range of records, wrote the output, and then stopped. If something failed, the […]
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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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The race to build infrastructure for artificial intelligence is no longer centred only on the United States or Europe. Asia has moved into focus, as companies such as Google expand data centre investments across the region. A planned data centre investment of around US$15 billion in Andhra Pradesh reflects both the scale and urgency of […]
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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 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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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 […]
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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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