# cloud%20computing
Latest news and articles about cloud%20computing
Total: 17 articles found
Cloud Giants Poised to Reap Billions as Anthropic Bets Big on External Infrastructure
Anthropic projects at least $80 billion in cloud spending through 2029 and expects revenue‑share payouts to cloud providers to rise steeply, making AWS, Google Cloud and Microsoft Azure significant beneficiaries of its commercial roll‑out. The forecast highlights the capital intensity of large models and signals that cloud infrastructure — not just algorithms — will determine who captures AI’s economic value.
Anthropic Faces at Least $80 Billion Cloud Bill by 2029, Underscoring Hyperscalers’ Grip on AI
Anthropic expects to pay at least $80 billion to Amazon, Google and Microsoft by 2029 to host and run its Claude AI on cloud infrastructure. The projection highlights the centrality of hyperscaler compute in the AI economy and carries implications for corporate margins, cloud vendor leverage, chip demand, and regulatory attention.
India Pledges $200 Billion for Data‑Centre Buildout to Power an AI Push
India has signalled plans to marshal about $200 billion to build data centres that will underpin a national AI push, a package that reportedly includes commitments from Google, Microsoft and Amazon. The pledge underscores New Delhi’s ambition to secure compute capacity and foster a domestic AI ecosystem, but faces major logistical, fiscal and regulatory hurdles before it can deliver results.
China’s AI New-Year Sprint Exposes a New Scarcity: Token Inflation and Rising Compute Prices
China’s major tech firms used the 2026 Lunar New Year to launch a wave of multimodal AI models, precipitating a rapid rise in token-based inference demand. The surge is pushing cloud prices up, giving model vendors pricing leverage while exposing supply, governance and geopolitical risks.
US FTC Intensifies Probe into Microsoft’s Cloud and AI Licensing, Raising Antitrust Stakes for Big Tech
The US Federal Trade Commission has escalated an investigation into Microsoft, issuing civil investigative demands to at least six rivals to examine whether licensing and product-bundling practices have impeded competition in cloud computing and AI. The probe targets licensing changes from 2019, questions about bundling AI, security and identity services, and seeks detailed data on AI training costs and data-centre operations.
China’s ¥100bn Lunar New Year ‘Red‑Packet’ War Exposes an Emerging AI Compute Crunch
China’s Spring Festival promotional campaigns—collectively worth nearly ¥100 billion—have driven extreme traffic spikes that briefly knocked services offline and highlighted a growing mismatch between consumer‑facing AI adoption and available compute capacity. Firms are ramping cloud and data‑centre investments even as advances in models and token windows multiply inference demand, creating cross‑cutting pressures on energy systems and commodity supply chains.
Google Pays a Premium for Cloud Security: EU Clears $32bn Acquisition of Wiz
The EU has approved Google’s $32 billion acquisition of cloud-security startup Wiz, following U.S. clearance, underscoring Google's push to strengthen Google Cloud’s security capabilities. The transaction sets a high-water mark for valuations in cloud security and will reshape competition among cloud providers and security vendors.
Alibaba Turns Free Milk Tea into a Showcase for Full‑Stack AI Power
Alibaba used a RMB3 billion promotion through its Qianwen app to orchestrate 10 million milk‑tea orders in nine hours, demonstrating the company’s full‑stack AI capability. By combining in‑house models, cloud infrastructure and proprietary silicon with deep integration across its consumer ecosystem, Alibaba showcased a path from generative models to agentic, real‑world execution.
Musk Warns of an AI Power Crunch — and Suggests Moving GPU Farms to Space
Elon Musk warned that skyrocketing GPU production could outpace electricity supply, potentially leaving large AI clusters unable to power up. He suggested that space-based data centres might become economically attractive if terrestrial power capacity fails to keep pace, a claim that highlights broader tensions between AI compute demand and grid capabilities.
Pichai: Google’s Gemini Is a Force Multiplier for SaaS, Not Its Death Knell
On Alphabet’s earnings call Sundar Pichai said Gemini will empower SaaS companies by being embedded into workflows rather than replacing them. His comments highlight both an opportunity for software vendors to add AI-driven value and a strategic shift that increases dependence on major cloud and model providers.
China’s Cloud Firms Brace for an AI-Driven Price Shock as Competition Moves Up the Stack
China’s major cloud providers are integrating open‑source AI assistants like OpenClaw while confronting rising upstream costs and surging enterprise demand. Expect selective price increases for AI GPU services, a tighter focus on packaged AI applications, and competition shifting from raw compute to full‑stack offerings.
Amazon Eyes Big Stake in OpenAI as It Seeks Dedicated Models and Talent
Amazon is discussing a multibillion-dollar investment in OpenAI alongside a commercial deal that could require OpenAI to assign staff to build custom models for Amazon’s AI products. The move would intensify rivalry with Microsoft, risk fragmenting the AI ecosystem, and raise questions about OpenAI’s independence and regulatory scrutiny.