AT&T says it plans to spend $250B+ over the next five years to expand its US networks, calling them “critical conduits” for cloud computing and the AI boom
AT&T Inc. said it will spend more than $250 billion in the next five years to build out its infrastructure in the U.S. …
Cloud computing provider Nebius agrees to acquire Tavily, which helps AI agents search for up-to-date information for tasks like coding, a source says for $275M
Cloud computing provider Nebius Group NV agreed to acquire Tavily, a maker of software that helps artificial intelligence agents search …
Amazon, Google, and Microsoft reported a collective $1.1T backlog of cloud computing revenue in their latest quarterly earnings, including Microsoft's $625B
Amazon, Google, and Microsoft reported a collective $1.1T backlog of cloud computing revenue in their latest quarterly earnings, including Microsoft's $625B
APPLE OF ANOTHER'S AI — 2H
Google Cloud and Palo Alto Networks strike a deal that a source says is Google Cloud's largest security services deal “approaching $10B” over several years
Alphabet's (GOOGL.O) cloud computing unit and cybersecurity company Palo Alto Networks (PANW.O) on Friday announced …
Satya Nadella says Microsoft plans to spend $17.5B on AI and cloud computing in India over four years, its largest Asia investment yet, after meeting with Modi
Microsoft Corp. pledged to invest $17.5 billion on artificial intelligence and cloud computing in India over four years …
Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B
Amazon said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates. — Revenue at Amazon Web Services for the third quarter totaled $3...
CoreWeave says it has signed a new $6.3B order with Nvidia that guarantees Nvidia will purchase any cloud capacity not sold to customers through April 13, 2032
Skeptics See 90% Downside Georgia Butler / DatacenterDynamics : Nvidia to purchase unsold compute capacity from CoreWeave for $6.3bn CoinDesk : CoreWeave Stock Climbs 5% After $6.3B Cloud Capacity Dea...
Source: Nvidia is scaling back DGX Cloud to primarily internal R&D use; DGX Cloud was initially envisioned to compete with major cloud providers like AWS
Nvidia is stepping back from its nascent cloud computing business, which had put it in quasi-competition with Amazon Web Services.
US SEC filing: Microsoft signs a deal worth up to $19.4B through 2031 to receive AI cloud computing capacity from Yandex spinoff Nebius Group; NBIS jumps 50%+
https://nebius.com/... Nebius now in the highest league. … Tom Blackwell : Many people at #Nebius contributed to making this happen, but a huge shout out to our outstanding corporate development team...