Infrastructure

The $37B Question: Why Microsoft is spending big while Amazon cuts 16,000 jobs

Microsoft's record AI spend and Amazon's mass cuts signal a ruthless new era—plus: outages expose the fragility of gigawatt-scale infrastructure

The Cloud Is Breaking Into Pieces

Sovereign clouds, agentic AI, and why “global” no longer means borderless

The Patch Tuesday Paradox: When “Critical Fixes” Can Introduce Risks

How a security patch went wrong—while Google and Oracle revealed what’s coming next

The End of the Race to the Bottom

Why AWS’s latest pricing move suggests compute deflation is no longer a given.

The AI Landscape Shifts Again

Amazon’s $10B Move on OpenAI — And Why Nvidia Should Be Worried.

The Great AI Divergence: Why the Big Four Are Splitting Paths

AWS integrates, Azure aggregates, Google reasons, Oracle scales

AWS and Google Are... Partners Now?

Google Goes Sovereign, AWS Cuts Services, and Oracle Continues To Find a Way

The $38B Plot Twist: OpenAI Just Bet Big on AWS

The AWS US-EAST-1 Meltdown: Cloud’s Biggest Wake-Up Call Yet

From Fourth Place to Front Page: Oracle’s Cloud Breakthrough

Oracle’s $455B AI Shockwave Hits the Cloud

Oracle’s AI gambit + the $240B infrastructure bet

Gartner Just Redrew the Cloud Landscape — Here’s What Changed

Oracle’s $30B Cloud Mystery Solved

Power Plays, Agent Wars, and Security Posturing

Oracle on AWS and Massive AI Investments

The $30 Billion Bombshell and the True Cost of the AI Wars

The AI Arms Race Takes a Surprising Turn