Cloud Services — Latest News and Analysis

Alphabet’s data-center agreements could require it to cover a tenant’s payments after a default, with rights to use or sublet the facility.

Microsoft is seeking at least $25 billion from US bond investors as it expands the data centers and equipment behind its cloud and artificial-intelligence services.

AI labs DeepSeek and Moonshot AI reportedly trained on outputs from OpenAI's Astra model for their latest releases.

GitHub is separating code storage from systems to deliver saved code, aiming to keep extra read traffic from slowing code updates.

Microsoft generated $18.6 billion in free cash flow in July–September 2026 as stronger cloud collections helped fund AI infrastructure and some spending shifted to later quarters.

Anthropic’s pending IPO will give founders 50.1% of general shareholder votes, while a separate trust would choose most directors.

Elon Musk says satellite-internet and revenue from rocket launches helped SpaceX secure $40 billion in debt for AI chips. Final borrowing terms remain unclear.

Microsoft has withdrawn from Nscale’s planned Loughton AI data centre in the UK, leaving the project without its only publicly announced customer amid reported power grid constraints.

Amazon promises helping residents of U.S. communities affected by data center expansion by paying for college fees.

Claude for Government’s desktop AI assistant is generally available to eligible US federal and state agencies, helping staff work with files and develop software.

OpenAI is gradually rolling out Dots to eligible paid ChatGPT users. Each assistant can continue an assignment across connected apps after a conversation ends.

OpenAI Codex now lets developers publish one prepared GitHub project setup for separate cloud coding tasks. Each task retains its uncommitted work across web and mobile sessions.

Anthropic's possible November IPO could fund computing for model training and customer use of its Claude AI assistant, while CEO Dario Amodei argues for slower advances in AI capabilities.

Google Cloud and Accenture have launched a joint group to turn AI pilots into working business systems, backed by a planned 1,000-person engineering workforce.

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WeatherNext 3 brings hourly weather forecasts, 15-day main cycles and finer near-surface detail, with data available through Google Cloud and Earth Engine.

Nvidia has signed an $11.9 billion deal to acquire Hugging Face, pending regulatory approvals and a closing expected in the first half of 2027.

OpenAI rolls out GPT-6 Astra with stronger agentic capabilities, while access delays and disputed benchmark comparisons fuel user debate.

Anthropic will be using Enterprise Frontier Safeguards that keep monitoring Claude logs in customer clouds.

TL;DR Bare Metal Prices:European cloud infrastructure provider OVHcloud plans to change prices for new server orders on September 1, with average changes ranging from no...

Meta has projected $130 billion to $145 billion in 2026 capital expenditure, intensifying investor scrutiny of when its AI products will generate returns.

PayPal's recent earnings beat raises the bar for a possible Stripe-Advent takeover proposal as CEO Enrique Lores keeps superior-value alternatives open.

Xbox says an outside licensing failure caused a recent 15-hour outage, blocking sign-ins and owned games; service is back, but its permanent fix is pending.

Nvidia is investeing a reported $5 billion in Safe Superintelligence and plans Vera Rubin access for a tenfold compute expansion.

Nvidia's Vera server CPU has early customers and planned volume deployments, but broad cloud adoption remains its test against Intel and AMD through 2026.

Nvidia is reportedly weighing a $250 billion guarantee for OpenAI's proposed Ohio campus lease; terms remain unsettled and could shift credit risk to Nvidia.

Google Cloud's revenue has grown 82% year over year, meeting a $514 billion backlog and supply constraints as Alphabet raises its AI spending range for 2026.

Microsoft has outlined plans to deploy AMD's Helios rack-scale AI system on Azure, expanding infrastructure choice while deployment scale remains undisclosed.

Microsoft plans to end OneDrive sync-app updates and maintenance on pre-22H2 Windows 10 builds on August 15.

Meta and Anthropic reportedly discuss a two-year compute lease worth up to $10 billion, with key hardware terms remaining unresolved.