Cloud Computing
14 articles on this topic, newest first.
Nov 2026 2 stories
AI Is Now Helping Build the Next AI, and Progress Has Nearly Doubled in Speed
METR estimates Anthropic's models are improving about 1.9 times faster than the prior trend. Who wins from that, including Nvidia, is not yet clear.
Is Microsoft Really an AI Winner? The Key Is Where Work Starts, Not the LLM
Azure grew 48% and Microsoft still produced $18.6 billion in free cash flow. But its long-term edge depends less on model rankings than on where people begin their work and who they pay.
Oct 2026 4 stories
Why Would Nvidia Guarantee Its Customers' Data Center Loans?
Nvidia is reportedly in talks to back financing for Nscale's West Virginia data center. Nothing is signed, and the terms are not public.
Why AI Is Moving Back to the Laptop: Anduril and Qualcomm's BlueChip
Anduril and Qualcomm's new BlueChip laptops point to a bigger question: where should AI run? Production and sales are still unproven.
AI Cloud Grew 82%. Alphabet's Free Cash Flow Was Negative.
Demand for AI cloud is showing up in revenue. The question for this earnings week is capital efficiency: how much cash the hundreds of billions already poured into data centers will return.
Why Nebius Is Keeping Some 2027 AI Capacity Off the Shelf
Nebius mixes long-term contracts, short-term premiums and auctions. Holding back capacity pays only if the servers stay busy, and it is not yet clear the pricing will last.
Sep 2026 7 stories
Why Microsoft Rebuilt Copilot: AI Billing Shifts From Seats to Workload
The redesign is less about new features than about Microsoft expanding its enterprise AI revenue model beyond the per-seat subscription into task delegation and agent execution.
AI Needs to Find $1 Trillion a Year From Somewhere to Pay Back Its Capex
Saying AI capex is big is no longer the point. The harder question is what end users have to pay for the buildout to pencil out, and Goldman Sachs puts that number at roughly $1 trillion a year.
AI Was Supposed to Live in the Cloud. Apple Is Bringing It Back to the Desktop.
Four Mac Studios running a trillion-parameter model matters less than the economics behind it: heavy, repeated AI use can make owning compute cheaper than renting it by the token.
Anthropic Talked Slowdown. Its Actions Say Otherwise
A next-gen Claude model, an IPO push, and an actual biology lab. Put the three together and Anthropic's message isn't "stop AI." It's build stronger models while scaling up verification and control at the same pace.
Why Google Bought 22 Years of Electricity Before More AI Chips
Even with money for GPUs, AI cannot run without power. Google's 13 billion euro bet on Finland points to a bigger shift than data center expansion: the AI bottleneck is moving from compute to electricity.
Gemini slipped for two months. Google is playing a bigger game.
ChatGPT pulled back ahead in chatbot web traffic. But the next contest Google is preparing for is not better answers. It is an agent platform that ties Search, Android, Workspace, Photos and Cloud together and actually finishes the job.
Same cloud, three different ways to earn the money back
Microsoft, Alphabet and Amazon are all spending enormous sums on AI infrastructure. The route each one takes to recover that capital is not the same, and that is what decides the winner.
Aug 2026 1 story
AI is no longer competing on intelligence. It is competing on leftover cash
The race for better models continues, but the industry's center of gravity has moved. The question now is who can turn enormous data center and power spending into revenue and cash flow.
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