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Category: Cloud

MongoDB’s CEO Shift Signals AI Infrastructure Battle
BusinessCloudSoftware

MongoDB’s CEO Shift Signals AI Infrastructure Battle

MongoDB’s leadership transition from Dev Ittycheria to CJ Desai represents more than executive musical chairs. This move signals the database company’s aggressive positioning in the AI infrastructure wars as enterprises demand new data architectures.

by Marcus LinfieldNovember 4, 2025
Microsoft’s $9.7B AI Bet: Strategic Genius or Desperate Gamble?
AICloudComputing

Microsoft’s $9.7B AI Bet: Strategic Genius or Desperate Gamble?

Microsoft’s unprecedented $9.7 billion computing power deal signals a fundamental shift in AI infrastructure strategy. The massive prepayment to IREN for NVIDIA chips reveals both the scale of Microsoft’s capacity crisis and the high-stakes nature of the AI arms race.

by Noah VanceNovember 4, 2025
Amazon’s $38B OpenAI Deal Reshapes Cloud AI Landscape
AICloudTechnology

Amazon’s $38B OpenAI Deal Reshapes Cloud AI Landscape

Amazon’s $38 billion cloud deal with OpenAI marks a pivotal moment in the AI infrastructure wars. The partnership challenges Microsoft’s exclusive position and signals broader industry shifts toward multi-cloud strategies.

by Noah VanceNovember 3, 2025
OpenAI’s $38B AWS Deal Signals Major Cloud Power Shift
AIBusinessCloud

OpenAI’s $38B AWS Deal Signals Major Cloud Power Shift

OpenAI’s $38 billion cloud deal with Amazon Web Services marks a strategic pivot away from Microsoft dependency. The seven-year agreement gives OpenAI access to hundreds of thousands of Nvidia chips as AI compute demands skyrocket.

by Darren HoltNovember 3, 2025
Microsoft’s $9.7B GPU Gamble: Strategic Masterstroke or Desperate Move?
AICloudComputing

Microsoft’s $9.7B GPU Gamble: Strategic Masterstroke or Desperate Move?

Microsoft’s massive $9.7 billion GPU capacity deal with former crypto miner Iren reveals the brutal reality of AI infrastructure scarcity. This strategic pivot comes with significant risks and market implications that could reshape cloud computing.

by Marcus LinfieldNovember 3, 2025
OpenAI’s $38B AWS Deal: The End of Cloud Independence
AICloudComputing

OpenAI’s $38B AWS Deal: The End of Cloud Independence

OpenAI’s landmark $38 billion compute deal with Amazon Web Services marks a fundamental shift in AI infrastructure strategy. The partnership ends OpenAI’s exclusive reliance on Microsoft Azure, creating new competitive dynamics in the cloud AI race.

by Marcus LinfieldNovember 3, 2025
Microsoft’s Power Problem: Why AI’s Next Bottleneck Isn’t Chips
AICloudComputing

Microsoft’s Power Problem: Why AI’s Next Bottleneck Isn’t Chips

Microsoft CEO Satya Nadella says the company faces a “power glut” preventing deployment of NVIDIA’s AI chips. The real bottleneck has shifted from semiconductor supply to energy infrastructure limitations that could reshape the entire AI industry.

by Marcus LinfieldNovember 1, 2025November 3, 2025
Naver’s AI Ambitions Drive Massive Data Center Expansion
AICloudTechnology

Naver’s AI Ambitions Drive Massive Data Center Expansion

Naver is dramatically accelerating its data center construction in Sejong, South Korea, moving phases two and three forward simultaneously. The expansion responds to surging AI infrastructure demands with advanced cooling systems and earthquake-resistant design. This strategic move positions Naver t

by Noah VanceNovember 1, 2025November 3, 2025
Nuclear-Powered AI: Texas Bets Big on Atomic Computing
CloudComputingTechnology

Nuclear-Powered AI: Texas Bets Big on Atomic Computing

Texas is becoming ground zero for nuclear-powered AI infrastructure. A new partnership between Blue Energy and Crusoe aims to deliver 1.5GW of atomic energy to fuel massive AI datacenters, but the nuclear future won’t arrive until the next decade.

by Marcus LinfieldOctober 31, 2025November 3, 2025
Michigan’s 1GW AI Data Center Signals Major Market Shift
AICloudTechnology

Michigan’s 1GW AI Data Center Signals Major Market Shift

The 1GW Michigan data center project for OpenAI and Oracle represents a significant departure from traditional data center locations. This strategic move signals broader industry trends as AI compute demands reshape regional development priorities across the U.S.

by Noah VanceOctober 31, 2025November 3, 2025

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