The three cloud hyperscalers reported staggering combined revenue of $79 billion last quarter. AI capabilities are now deeply embedded across all major platforms, fueling continued enterprise spending despite economic pressures.
Amazon is building a massive new transatlantic subsea cable called Fastnet that will connect County Cork in Ireland to Maryland in the United States. The 320 terabit per second cable is scheduled to be operational by 2028 and will support AI, cloud computing, and business applications.
Broadcom could rally another 32% thanks to accelerating AI chip demand from hyperscalers, according to Jefferies. The bank raised its price target to $480 and sees $60 billion revenue upside by 2027 driven by Google, Meta, and OpenAI custom chips.
OpenAI’s $38 billion deal with Amazon Web Services represents a seismic shift in AI infrastructure strategy. This move beyond Microsoft exclusivity signals the beginning of a new competitive landscape for cloud AI dominance.
Microsoft’s $9.7 billion deal with IREN highlights the severe AI infrastructure shortage. Even cloud giants are now scrambling for external capacity as demand overwhelms their own data center buildouts.
OpenAI’s $38 billion cloud computing deal with AWS represents more than just infrastructure scaling—it marks a fundamental shift in how AI companies approach computational resources. This partnership could reshape the competitive landscape for years to come.
Amazon CEO Andy Jassy reveals unprecedented AI infrastructure spending plans, with capacity set to double by 2027. The cloud giant’s $125 billion 2025 capital expenditure signals a massive bet on AI demand acceleration.
Amazon’s cloud division faces its most critical earnings test in years. With rivals gaining ground on AI deals and reliability questions emerging, can AWS maintain its cloud dominance?
NVIDIA continues its aggressive cloud gaming expansion with nine new titles joining GeForce Now this week. The additions include major releases like The Outer Worlds 2 and ARC Raiders, both available for streaming immediately upon launch.
The $16 billion solution provider SHI International is making waves in AI with groundbreaking smart city solutions and a massive investment in AI infrastructure. Their rapid deployment methodology is delivering tangible results for public sector clients.
