cloud-computing

Amazon's cloud division hit a $150 billion annualized run rate at 28% growth, while AI services crossed $15 billion and custom chips topped $20 billion.

Brussels' first review of the Digital Markets Act concludes the law needs no overhaul, declines to designate generative AI as a new core platform service, and shifts focus toward cloud gatekeeper probes and a Google Android AI specification.

At Cloud Next 2026, Google overhauled its AI cloud stack: Vertex AI becomes the Gemini Enterprise Agent Platform, a new Agentic Data Cloud offers cross-cloud data access via Apache Iceberg, and the Virgo Network delivers 47 Pb/s to connect 134,000-chip training clusters.

Amazon's third major Anthropic investment deepens the two companies' infrastructure partnership, with Anthropic pledging over $100 billion in AWS spending over ten years.

The European Commission must deliver its first mandatory review of the Digital Markets Act by May 3, weighing calls to expand the law into AI and cloud services while fending off Trump administration tariff threats over $7 billion in cumulative tech fines.

The CNCF expanded its Kubernetes AI Conformance program from 18 to 31 certified platforms while introducing new requirements for disaggregated inference, high-performance networking, and agentic workload support.

CoreWeave secures a $21 billion expansion of its Meta partnership through 2032, bringing total commitments to $35.2 billion and reducing customer concentration risk ahead of NVIDIA Vera Rubin deployments.

Cloudflare has released EmDash v0.1, a full-stack serverless CMS written in TypeScript atop the Astro framework it acquired in January, promising sandboxed plugin isolation, AI-native management via MCP, and MIT licensing as a direct challenge to the 42.5 percent of the web still running WordPress.

The CMA will begin a Strategic Market Status investigation in May, examining whether Microsoft's licensing practices disadvantage rival cloud providers and whether AI integration into productivity tools could entrench dominance.

Oracle executes mass layoffs via 6 a.m. emails across the US, India, and other countries, eliminating up to 18% of its workforce to free an estimated $8-10 billion for AI infrastructure spending.

The five largest US cloud providers have committed up to 690 billion dollars in 2026 capex, nearly doubling 2025 levels, as inference workloads surpass training to consume 60 to 70 percent of AI compute demand.

Meta has signed a multibillion-dollar deal to lease Google Ironwood TPUs as it diversifies its AI chip procurement beyond Nvidia, while Google targets 10 percent of Nvidia's data center revenue.