5 articles
A single fallen power line knocked out three AI compute operations and cost millions. The utility grid was never built for this load, and most operators are one outage away from a serious problem.
Google spent $75 billion on AI infrastructure and Wall Street was nervous. Now Google Cloud is posting 28% growth and expanding margins. Here is what the numbers actually mean for investors and business owners
Amazon borrowed $17.5 billion from banks on the same day a $1.2 trillion tech selloff rattled Wall Street. Most investors are reading this wrong. The infrastructure buildout isn't slowing down; it's accelerating, and the
Snowflake just committed $6 billion to Amazon Web Services for AI CPU chips. It's not just a tech story. It's a signal about where enterprise money is flowing and who's collecting it.
Snowflake committed $6 billion to Amazon's cloud, and it wasn't Google or Microsoft who got the check. This deal isn't just a procurement win for AWS. It's a signal about who's winning the AI