Cloud Computing
5 articles on this topic, newest first.
Anthropic Called for Slower AI. Why Is It Investing Bigger?
A next-generation Claude model, an IPO, and a real 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 time, as enterprise AI competition swallows not just model performance but capital, compute and physical research infrastructure.
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.
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.
Nothing featured in this section yet.
Enter the email address where we should send the newsletter.