Cloud Computing 11 August 2025 - 23 March 2026

London Stock Exchange Group Turns to Dell for Private Cloud as AI Strategy Faces Investor Test
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London Stock Exchange Group Turns to Dell for Private Cloud as AI Strategy Faces Investor Test

London Stock Exchange Group announced a multi-year deal with Dell Technologies to build a private cloud platform and upgrade internal infrastructure. The agreement expands LSEG’s multi-cloud strategy beyond its current public-cloud systems. The move comes as LSEG faces investor pressure to show that cloud and AI investments can deliver stronger growth and margins. Dell will provide servers, storage, and automation software for the new platform.
April 1, 2026
Amazon AI Chips Gain Traction as OpenAI and Anthropic Bet on Trainium
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Amazon AI Chips Gain Traction as OpenAI and Anthropic Bet on Trainium

Anthropic is running Claude on over 1 million Amazon Trainium2 chips, while OpenAI has committed to use about 2 gigawatts of Trainium capacity under a new AWS deal, according to TechCrunch and Amazon. Amazon has deployed 1.4 million Trainium chips across three generations, with the largest cluster supporting Anthropic. AWS remains a major Nvidia customer, agreeing to buy 1 million Nvidia chips through 2027.
March 23, 2026
OpenAI’s New AWS Government Deal Puts Microsoft Alliance Under Strain
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OpenAI’s New AWS Government Deal Puts Microsoft Alliance Under Strain

OpenAI has signed a deal to provide its AI models to U.S. defense and government agencies through Amazon Web Services, expanding into classified work. The agreement has sparked tension with Microsoft, which is considering legal action over the broader Amazon-OpenAI partnership. Amazon will invest $50 billion in OpenAI, and AWS will become the exclusive third-party distributor for OpenAI’s Frontier platform.
March 19, 2026
CoreWeave rolls out flexible AI cloud pricing after capex selloff rattled investors
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CoreWeave rolls out flexible AI cloud pricing after capex selloff rattled investors

CoreWeave launched Flex Reservations and Spot instances Tuesday, expanding its AI cloud offerings as it ramps up spending to $30–$35 billion in 2026. Shares rose 0.7%. The company’s revenue backlog reached $66.8 billion at the end of 2025, but management warned the rapid build-out will pressure margins. Flex Reservations is in preview; Spot is generally available.
March 10, 2026
CoreWeave-Perplexity deal puts fresh demand behind its Nvidia-heavy AI cloud buildout
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CoreWeave-Perplexity deal puts fresh demand behind its Nvidia-heavy AI cloud buildout

CoreWeave signed a multi-year deal to run Perplexity’s AI inference workloads on dedicated Nvidia GB200 NVL72 clusters; financial terms were not disclosed. Shares fell 6.6% Thursday as investors focused on CoreWeave’s rapid spending and data center expansion. Perplexity will use the new infrastructure to support rising usage and new services. CoreWeave will also deploy Perplexity Enterprise Max internally.
March 5, 2026
Nokia taps Google Cloud ‘agentic AI’ as Vodafone, Orange join its Network as Code push
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Nokia taps Google Cloud ‘agentic AI’ as Vodafone, Orange join its Network as Code push

Nokia said it will expand its Network as Code platform to include Vodafone, Deutsche Telekom, and Orange, and integrate Google Cloud’s agentic AI into network APIs. The move comes as operators seek new 5G revenue and automation options. Nokia also announced new deals with TIM Brasil and Deutsche Telekom on AI-ready 5G networks. OP Corporate Bank downgraded Nokia to “reduce” with a target price of 6.30 euros.
March 4, 2026
Cloudflare stock tumbles after outage hit routing feature — what to watch when trading reopens
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Cloudflare stock tumbles after outage hit routing feature — what to watch when trading reopens

Cloudflare shares fell 8.05% to $177.14 on Friday after the company reported network connectivity issues affecting some “bring your own IP” customers. The incident was resolved late Friday, but some clients needed to re-advertise their IP ranges. Investors await a detailed incident report and signs of customer fallout when markets reopen Monday.
February 21, 2026
Google Cloud lands Liberty Global in five-year Gemini AI deal across Europe
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Google Cloud lands Liberty Global in five-year Gemini AI deal across Europe

Google Cloud and Liberty Global signed a five-year agreement to deploy Gemini AI and cloud technologies across Liberty’s European operations, the companies said Tuesday. The deal includes AI-powered TV search, automated customer service, and autonomous network management. Liberty will also expand sales of Google devices and run some Google Cloud services in its own data centres.
February 3, 2026
Amazon AWS data center expansion in Europe hits seven-year power grid queues
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Amazon AWS data center expansion in Europe hits seven-year power grid queues

Amazon Web Services says delays of up to seven years in connecting to Europe’s power grid are stalling new data center projects. The company told Reuters these waits now rival real estate and construction as the main obstacle to expansion. The EU is considering proposals to speed up grid permits and modernize infrastructure. Italy and Spain face particular backlogs due to speculative project filings.
February 3, 2026
Oracle stock slides as investors digest plan to raise up to $50 billion for AI cloud buildout
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Oracle stock slides as investors digest plan to raise up to $50 billion for AI cloud buildout

Oracle shares fell about 4% in U.S. premarket trading Monday after the company announced plans to raise $45 billion to $50 billion by 2026 for cloud infrastructure expansion. The funding mix includes a $20 billion share-sale program, equity-linked securities, and a bond offering. Investors remain cautious over Oracle’s rising debt and dependence on unprofitable clients like OpenAI.
February 2, 2026
India’s budget lure: tax holiday till 2047 for foreign cloud firms using local data centres
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India’s budget lure: tax holiday till 2047 for foreign cloud firms using local data centres

India will exempt foreign cloud service providers from income tax on overseas sales from India-based data centers until 2047, the government announced Monday. Sales to Indian customers must go through local resellers, and related-party data center services face a fixed 15% profit margin. Officials say $70 billion in data center investments are underway, with another $90 billion announced.
February 2, 2026
Perplexity’s $750 million Microsoft Azure deal raises a question: why keep AWS too?
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Perplexity’s $750 million Microsoft Azure deal raises a question: why keep AWS too?

Perplexity signed a $750 million, three-year Azure cloud deal with Microsoft, Bloomberg reported, citing sources. Microsoft confirmed the partnership but did not disclose terms. The agreement comes as Microsoft faces investor concerns over heavy AI spending and slowing cloud growth, with shares falling sharply after earnings. Perplexity, backed by Nvidia, is also facing a lawsuit from Amazon over automated shopping tools.
January 30, 2026
Microsoft’s Maia 200 AI chip takes a swing at Nvidia’s CUDA lock-in as Azure rollout starts
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Microsoft’s Maia 200 AI chip takes a swing at Nvidia’s CUDA lock-in as Azure rollout starts

Microsoft unveiled its Maia 200 AI inference chip on Monday, built on TSMC’s 3-nanometer process and featuring 216GB HBM3e memory. Initial deployment begins this week in Iowa, followed by Arizona. Microsoft claims Maia 200 outperforms Amazon’s Trainium and Google’s TPU in key benchmarks and will power OpenAI’s GPT-5.2 models on Azure. New software tools for Maia 200 include a development kit compatible with PyTorch.
January 26, 2026
AWS Outage Sends Shockwaves Through Payments, Apps and Even Smart Mattresses
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AWS Outage Sends Shockwaves Through Payments, Apps and Even Smart Mattresses

A major Amazon Web Services outage on Oct. 19-20, 2025, disrupted thousands of websites and apps worldwide, including Snapchat, Netflix, and UAE banking platforms. Amazon traced the failure to a DNS automation bug in its DynamoDB system, which broke connectivity until engineers manually restored records. UAE banks reported payment failures and double charges, urging customers to check statements.
October 26, 2025
Amazon AWS Cloud Crash Paralyzes Global Internet – Millions Left Stranded
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Amazon AWS Cloud Crash Paralyzes Global Internet – Millions Left Stranded

Amazon Web Services suffered a major outage in its US-EAST-1 data center on Oct. 20, 2025, disrupting hundreds of websites and apps worldwide. Amazon traced the incident to a DNS error affecting DynamoDB, leaving millions unable to access services like Snapchat, Venmo, and Prime Video for hours. By 3:01pm PT, AWS reported full recovery, though some backlogs persisted. Cybersecurity experts said the cause was a configuration glitch.
October 21, 2025
How Confidential Computing Lets Cloud Providers Process Your Data Without Decryption
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No Peeking: How Confidential Computing Lets Cloud Providers Process Your Data Without Decryption

Major cloud providers expanded confidential computing in 2024–2025, enabling encrypted data processing on CPUs and GPUs with hardware TEEs such as Intel SGX, AMD SEV, and NVIDIA H100. Microsoft, Google, AWS, and IBM now offer confidential VMs and enclaves with attestation and key management. EU DORA and NIST CSF 2.0 drove adoption. ABI Research forecasts the market reaching $160 billion by 2032.
August 11, 2025