cloud-computing

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.

Amazon, Nvidia, and SoftBank pour $110 billion into OpenAI at a $730 billion pre-money valuation, reshaping the AI capital landscape and ending Microsoft's exclusive cloud partnership.

CoreWeave reports record Q4 revenue but a $452 million loss, while approximately $21 billion in total debt and securities class actions test the viability of GPU-backed financing.

Amazon beats Q4 revenue estimates with AWS growing 24%, but a $200B capex plan — $51B above consensus — and 16,000 job cuts signal the true cost of competing in AI