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Category: Cloud

Switch Ditches VMware for Oxide Racks in Private Cloud Push
CloudComputingHardware

Switch Ditches VMware for Oxide Racks in Private Cloud Push

Switch has teamed with Oxide Computer Company and SUSE to build a private cloud platform using Oxide’s rack-scale hardware. The solution increases telemetry data collection from once per hour to every 10 seconds, providing near real-time visibility for power-intensive AI workloads. The deployment ad

by Bennett LauraNovember 11, 2025
Blackstone’s AirTrunk Eyes Massive 1GW Sydney Data Center Site
BusinessCloudData

Blackstone’s AirTrunk Eyes Massive 1GW Sydney Data Center Site

Blackstone-owned AirTrunk has emerged as the potential buyer for a massive 1GW data center campus planned for Western Sydney. The AU$5 billion project would span six buildings across 400,000 sqm with capacity for up to 1GW. The deal hinges on planning approval for what would be one of Australia’s la

by Ortega RafaelNovember 11, 2025
Michael Burry says AI giants are cooking the books
AIBusinessCloud

Michael Burry says AI giants are cooking the books

Michael Burry claims AI hyperscalers are extending the useful life of chips to reduce depreciation expenses. He estimates this could inflate industry earnings by $176 billion through 2028. The investor has placed massive bets against Nvidia and Palantir.

by Ortega RafaelNovember 11, 2025
CoreWeave’s $56 Billion AI Bet Faces Reality Check
AIBusinessCloud

CoreWeave’s $56 Billion AI Bet Faces Reality Check

CoreWeave nearly doubled its contracted future revenue to $55.6 billion but revised 2025 revenue guidance downward due to construction delays. The AI infrastructure provider beat Q3 revenue estimates but saw its stock drop 6% as investors worry about its growing debt load and profitability challenge

by Ortega RafaelNovember 11, 2025
CoreWeave’s AI Boom Continues With 134% Revenue Surge
AICloudComputing

CoreWeave’s AI Boom Continues With 134% Revenue Surge

CoreWeave reported third-quarter revenue of $1.36 billion, soaring 134% year-over-year. The AI infrastructure provider narrowed its net loss to $110 million while securing massive contracts with OpenAI and Meta.

by Bennett LauraNovember 11, 2025
CoreWeave’s $55 Billion Backlog Shows AI Boom Is Real
AIBusinessCloud

CoreWeave’s $55 Billion Backlog Shows AI Boom Is Real

CoreWeave just reported staggering earnings that crushed Wall Street expectations. The cloud computing company’s future revenue backlog exploded to $55.6 billion thanks to massive contracts with AI giants.

by Bennett LauraNovember 11, 2025
AI’s Hidden Environmental Cost Could Derail Climate Goals
AICloudTechnology

AI’s Hidden Environmental Cost Could Derail Climate Goals

New research from Cornell shows AI’s explosive growth comes with staggering environmental costs. By 2030, data centers could emit carbon equivalent to adding millions of cars while draining water for millions of households. The study offers a roadmap to slash these impacts by up to 86%.

by Bennett LauraNovember 10, 2025
AWS’ $38B OpenAI Deal Shows AI’s Cloud Dependency Problem
AIBusinessCloud

AWS’ $38B OpenAI Deal Shows AI’s Cloud Dependency Problem

AWS signed a $38 billion deal with OpenAI that will see the AI company running massive workloads on Amazon’s cloud infrastructure. The deal highlights growing concerns about AI’s dependency on centralized cloud providers and the concentration of power in just a few companies.

by Bennett LauraNovember 6, 2025
Zoom’s UK data center play targets regulated industries
CloudDataPrivacy

Zoom’s UK data center play targets regulated industries

Zoom is leasing UK data center space starting first half of 2026 specifically for regulated sectors like healthcare and financial services. The move addresses data residency requirements and follows the company’s broader strategy of reducing cloud dependence in favor of colocation facilities worldwi

by Ortega RafaelNovember 6, 2025
Google Finally Lets Gemini Search Your Gmail and Drive
AICloudSoftware

Google Finally Lets Gemini Search Your Gmail and Drive

Google announced Wednesday that Gemini Deep Research can now connect to Gmail, Google Drive, and Chat. This comes just a month after Microsoft revealed similar capabilities for its Copilot AI. Both companies are racing to integrate AI with productivity tools.

by Ortega RafaelNovember 5, 2025

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