Microsoft has signed a 20-year power agreement with Chevron for a planned AI data centre in West Texas. Chevron’s wholly owned subsidiary, Energy Forge One LLC, signed the power purchase agreement with Microsoft. The agreement covers dedicated electricity for a Microsoft-operated data centre through Project Kilby, a co-located power facility and data centre complex. Chevron […]
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AI is now a driver of data centre expansion everywhere in the world—across Europe, the Middle East, and Africa. In Europe, the supplied projection puts data centre capacity growth at a compound rate of 25% to 2030, ahead of the effect produced by the shift to public cloud infrastructure over the past decade. AI workloads […]
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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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The EU’s European Commission has awarded a €180 million ($212 million) sovereign cloud contract to four European providers for a six-year term. The tender, launched in October 2025, “supports the Commission’s broader efforts to enhance its own sovereignty, reinforcing control in important technologies and infrastructure,” it said in a statement. Sovereign cloud tender and selection […]
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“As cyber threats evolve alongside AI, hybrid cloud, and increasingly complex digital operations, enterprise security can no longer be an afterthought,” commented Michael Hughes, Head of Conference. “Cyber Security & Cloud Congress North America 2026 brings together the industry’s top leaders to share practical strategies, from Zero Trust frameworks to AI-driven threat detection, empowering organizations […]
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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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Alphabet’s expanding AI cloud infrastructure push shows how demand is putting real pressure on the systems that power enterprise computing. Hyperscale providers are responding by sharply increasing spending on compute capacity, but supply remains tight as AI workloads grow faster than data centre buildouts. Alphabet’s latest earnings call offered a clear window into that tension. […]
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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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The cloud is no longer treated as a place to experiment. For many enterprises, it has become the default environment for running AI systems that support daily work. That shift, more than any headline figure, explains why cloud spending continues to climb. Instead of short trials or isolated pilots, AI workloads are now tied to […]
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