Data & Cloud Computing

Cloud infrastructure, data platforms, and the backbone of modern software.

2 stories in this category

Cloud Infrastructure Faces High-Stakes Transformation as AI Demand Reshapes Capacity and Scrutiny

Massive compute commitments and changing supplier dynamics are redefining cloud infrastructure. As hyperscalers and specialized providers adapt, the industry faces new regulatory and financial realities.

Sep 12, 2026

Data & Cloud Computing

The AI Cloud Reshape: Multi-Billion Deals, Custom Chips, and New Infrastructure Economics

As artificial intelligence workloads expand rapidly in 2026, specialized cloud startups and custom in-house chips are altering infrastructure economics. Enterprise cloud strategies are rapidly pivoting toward multi-provider models.

Aug 7, 2026

Data & Cloud Computing

Cloud Infrastructure Faces High-Stakes Transformation as AI Demand Reshapes Capacity and Scrutiny

The AI Cloud Reshape: Multi-Billion Deals, Custom Chips, and New Infrastructure Economics

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