Cloud Computing

Meta is developing a cloud infrastructure business to monetize excess AI computing power and models, directly competing with AWS, Azure, and Google Cloud.

Amazon announced an additional $13 billion investment to expand AI and cloud infrastructure in India through 2030, lifting its total planned commitment to $48 billion.

Amazon secured a $17.5 billion loan after a major bond sale as Big Tech debt rises to fund AI data centers and chips.

Bloomberg reports ByteDance is planning a 25% rise in AI infrastructure spending, underscoring the global compute race.

Meta has secured a large share of Amazon's homegrown CPUs for AI agent tasks, signaling a shift away from GPU-only AI compute strategies.

Applied Digital secured a $7.5 billion long-term lease with an unnamed US hyperscaler for its new Delta Forge 1 AI data center site.

Oracle has expanded its agreement with Bloom Energy to purchase up to 2.8 gigawatts of fuel-cell power to supply its growing AI data center infrastructure.

CoreWeave's landmark capital raise in a matter of days highlights the aggressive financing strategies fueling the AI infrastructure buildout in 2026.

CoreWeave announced a multi-year agreement to supply Anthropic with cloud computing capacity for its Claude AI models, sending CoreWeave shares up 11%.

Uber expands its AWS contract to leverage Amazon's custom chips for ride-sharing features and AI model training, bypassing Oracle and Google.

AI cloud firm CoreWeave has raised $8.5B in a GPU-backed loan facility supported by a Meta deal, funding a major expansion of its compute capacity.

ScaleOps secured $130 million to tackle GPU shortages and soaring AI cloud costs by automating infrastructure optimization in real time.

Microsoft is considering suing OpenAI after the AI startup's landmark $50 billion cloud infrastructure agreement with Amazon threatened the exclusivity of its Azure partnership.

OpenAI has signed a new partnership with Amazon Web Services to distribute its AI models to U.S. defense and civilian government agencies, including through AWS GovCloud and classified regions, expanding its federal footprint amid Anthropic's Pentagon fallout.

Meta has signed a landmark AI infrastructure agreement with Nebius Group worth up to $27 billion, providing massive cloud computing capacity for Meta's AI workloads and sending Nebius stock sharply higher.

Oracle reported fiscal Q3 2026 results that surpassed Wall Street estimates, with cloud revenue up 44% year-over-year to $8.9 billion and remaining performance obligations quadrupling to $553 billion, as the company raised its fiscal 2027 revenue guidance to $90 billion on surging AI infrastructure demand.

Tech giants like Microsoft, Google, and Oracle are pouring billions into AI infrastructure, striking massive deals with OpenAI and other AI companies to power the next generation of artificial intelligence.

Render secures funding to expand easy-to-use cloud infrastructure as AI-generated applications drive demand among 4.5 million developers.

The Federal Trade Commission has ramped up its investigation into Microsoft's AI and cloud business practices, sending civil investigative demands to companies competing with Microsoft. The probe examines potential anticompetitive behavior in the rapidly growing AI market.

Meta officially announces $10B+ investment in Lebanon, Indiana data center with 1GW capacity, creating 4,000 construction jobs and 300 permanent roles.