Infrastructure

Data Centers Oracle AI Infrastructure Amazon Web Services AI Solutions Meta AI Services Microsoft Azure Azure CoreWeave

Big Tech’s AI Buildout Shows Early Revenue Payoff as Heavy Cloud Capex Continues

Rising cloud sales and expanding backlogs suggest monetization is ramping even as hyperscalers carry large near-term cash-flow and financing pressure.

9 ARTICLES

last mo.

Meta Hires Top AWS Executive to Run Meta Compute and Large-Scale Data‑Center Buildout

8 ARTICLES

2mo ago

CoreWeave Shares Fall as Investors Question Growth, Losses and Customer Risk

7 ARTICLES

2mo ago

Digital Realty Buys Blackstone Stakes in Three Northern Virginia Data Centers

7 ARTICLES

3mo ago

Microsoft and Oracle Leasing Talks Reportedly Collapse Over FedRAMP Dispute

5 ARTICLES

3mo ago

Ellison’s Fortune Surges as Oracle Rally Pushes Him Up Global Rich List

3 ARTICLES

4mo ago

Arista’s AI Networking Surge Runs Into Supply Limits

10 ARTICLES

4mo ago

Flex to Spin Off Cloud and Power Infrastructure Unit Into Separate Public Company

6 ARTICLES

5mo ago

Lumen Named First Partner for AWS Interconnect – Last Mile, Now Live for U.S. Enterprises

5 ARTICLES

6mo ago

Jabil Lifts 2026 Outlook After Q2 Beat on Cloud and Data-Center Demand

6 ARTICLES

7mo ago

Oppenheimer Upgrade Lifts Oracle as It Advances $45–$50 Billion 2026 Funding Drive

4 ARTICLES

7mo ago

Meta’s 2026 AI Capex Via Nvidia Partners Elevates Nebius’s Prospects

4 ARTICLES

7mo ago

Equinix Raises 2026 Sales Outlook Above Estimates on AI Data-Center Demand

5 ARTICLES

9mo ago

Alphabet Wins Street-High $400 Target on AI Momentum

5 ARTICLES

10mo ago

CoreWeave Shares Fall on Reported Meta–Google TPU Talks as Debt Worries Mount

7 ARTICLES

10mo ago

CoreWeave Plunges After Guidance Cut Tied to Data‑Center Delays

4 ARTICLES

11mo ago

Alibaba’s Aegaeon Slashes LLM Inference GPUs by 82% in Peer-Reviewed Tests

Infrastructure

Big Tech’s AI Buildout Shows Early Revenue Payoff as Heavy Cloud Capex Continues

Microsoft Activates Hyderabad Azure Region, Fulfilling $20.5 Billion India Bet

Ionic Digital Lists on Nasdaq, Closes First Day at $62.90

Meta in Early Talks to Lease Up to $10 Billion of AI Compute to Anthropic

Meta Hires Top AWS Executive to Run Meta Compute and Large-Scale Data‑Center Buildout

CoreWeave Shares Fall as Investors Question Growth, Losses and Customer Risk

Digital Realty Buys Blackstone Stakes in Three Northern Virginia Data Centers

Microsoft and Oracle Leasing Talks Reportedly Collapse Over FedRAMP Dispute

Ellison’s Fortune Surges as Oracle Rally Pushes Him Up Global Rich List

Arista’s AI Networking Surge Runs Into Supply Limits

Never miss stories about

Infrastructure

Flex to Spin Off Cloud and Power Infrastructure Unit Into Separate Public Company

Lumen Named First Partner for AWS Interconnect – Last Mile, Now Live for U.S. Enterprises

Jabil Lifts 2026 Outlook After Q2 Beat on Cloud and Data-Center Demand

Oppenheimer Upgrade Lifts Oracle as It Advances $45–$50 Billion 2026 Funding Drive

Meta’s 2026 AI Capex Via Nvidia Partners Elevates Nebius’s Prospects

Equinix Raises 2026 Sales Outlook Above Estimates on AI Data-Center Demand

Alphabet Wins Street-High $400 Target on AI Momentum

CoreWeave Shares Fall on Reported Meta–Google TPU Talks as Debt Worries Mount

CoreWeave Plunges After Guidance Cut Tied to Data‑Center Delays

Alibaba’s Aegaeon Slashes LLM Inference GPUs by 82% in Peer-Reviewed Tests

Never miss stories about

Infrastructure