Cloud Computing

Oracle is expanding its cloud infrastructure with a multi-gigawatt commitment to Nvidia while simultaneously integrating alternative processors to gain architectural leverage.

Saurabh Goel explains how enterprise architecture helps regulated industries modernize legacy financial systems in the cloud. His approach combines disciplined data migration, embedded compliance, scalable security, and stakeholder alignment to support resilient digital transformation.

New research suggests the proposed Cloud and AI Development Act could impose a 115 billion euro burden on the European economy.

Amazon is pivoting its capital allocation strategy to address the growing resistance against large-scale data center development, committing $1 billion to community-focused infrastructure projects.

Market volatility among AI infrastructure providers highlights the tension between rising service costs and the massive capital requirements needed to scale data centers.

Enterprise procurement is shifting as specialized cloud providers rely on customer contracts to fund massive hardware deployments. CFOs must now evaluate compute vendors as critical financial counterparties.

Alibaba reports a sharp decline in quarterly profit as it accelerates a massive capital investment cycle into cloud infrastructure and AI model development.

Bank of America takes a 5.8% stake in IREN as regulatory grid freezes in Texas create a structural moat for established data center operators.

The social media giant is transforming its massive AI infrastructure spending into a commercial cloud service, directly challenging specialized GPU providers.

Amazon Web Services is embedding specialized engineering teams into enterprise operations to expedite the deployment of autonomous AI agents.