Cloud Computing 26 October 2025 - 5 May 2026

Backblaze Shares Up 10% Ahead of Next AI Cloud Test
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Backblaze Shares Up 10% Ahead of Next AI Cloud Test

Backblaze Inc jumped 10% at Monday’s close, with shares extending gains after recent earnings. The cloud storage name on Nasdaq finished at $9.11, and the last after-hours quote was $9.13, according to Google Finance. Two investor events are set for this week. The timing comes into play. Backblaze said CFO Marc Suidan plans to meet investors one-on-one at William Blair’s Growth Stock Conference in Chicago on Tuesday. CEO Gleb Budman is set to present at a BofA Securities tech event Wednesday.
June 2, 2026
IBM Db2 Genius Hub Gets Google Vertex AI And Intel Gaudi Support As Enterprise AI Moves Closer To Production
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IBM Db2 Genius Hub Gets Google Vertex AI And Intel Gaudi Support As Enterprise AI Moves Closer To Production

IBM on Monday announced that its Db2 Genius Hub adds support for Google Vertex AI and Intel Gaudi AI accelerators, opening up more options for customers to run database AI inference both on-premises and in the cloud. Inference refers to the phase when an AI model generates answers, recommendations, or other outputs from data. The shift comes as major firms keep working to move generative AI out of pilot territory and into actual production—where issues like latency, infrastructure spend, and data location can make or break scaling plans. IBM pitched this Db2 update as a flexibility play, aiming to give customers options around cloud, hardware, and data-sovereignty requirements.
May 5, 2026
Amazon’s AI Cloud Bet Just Got a Big Win — But the $44 Billion Question Won’t Go Away
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Amazon’s AI Cloud Bet Just Got a Big Win — But the $44 Billion Question Won’t Go Away

Amazon.com Inc. topped analyst forecasts in the first quarter, fueled by its cloud arm posting the strongest gains in over three years as customers sought more AI capacity. Net sales were up 17% to $181.5 billion. Amazon Web Services jumped 28% to $37.6 billion in sales. “AWS is growing 28%” on a large base, CEO Andy Jassy noted. Investors have been pushing Amazon to prove its hefty AI investments are driving actual revenue rather than just ballooning data-center costs. The company cleared the bar: Wall Street was looking for $177.28 billion in sales and $1.63 a share, but Amazon delivered $2.78 a share and net income hit $30.3 billion.
April 29, 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 has tapped Dell Technologies to upgrade its internal systems and roll out a private cloud platform, a move that extends its multi-cloud ambitions further than its existing public-cloud setup. The two companies disclosed the multi-year partnership on Tuesday. Timing matters. LSEG is under the gun to show its multi-year bets on cloud, data, and artificial intelligence can actually deliver faster growth and better margins. Reuters reported in February that Elliott Management, the activist fund, was pressing LSEG execs to spell out what exactly the Microsoft partnership brings to the table, while also tackling worries that generative AI could eat into the company’s main data business.
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

Amazon.com’s custom Trainium AI chips are getting picked up by bigger names in the AI world. Anthropic, for one, is running Claude on more than a million Trainium2 chips. OpenAI, meanwhile, has agreed to tap about 2 gigawatts of Trainium capacity as part of its latest AWS arrangement, Amazon said, citing a TechCrunch report published Sunday. Amazon is pouring roughly $200 billion into AI infrastructure this year, a figure that's drawn scrutiny as the company faces mounting calls to prove its internally developed chips can attract heavyweight customers beyond its own operations. CEO Andy Jassy, speaking last week, put a number on the potential: with AI fueling growth, AWS could see annual revenue soar to $600 billion by 2036—up from
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 inked a deal to provide its AI models to U.S. defense and other federal agencies via Amazon Web Services, expanding the ChatGPT developer’s reach into both classified and unclassified government projects. This move has sparked fresh friction with Microsoft. The Financial Times reported the software giant is weighing legal action over Amazon and OpenAI’s wider cloud partnership. Timing’s key here. With government deals emerging as a litmus test for AI vendors—and a kind of trust badge for large corporate buyers—Reuters pointed out the AWS arrangement could give OpenAI a leg up with clients who see federal work as proof a provider can manage sensitive assignments. Up to this point, OpenAI stayed mostly on the unclassified side of government contracts.
March 19, 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 has struck a multi-year partnership with AI search startup Perplexity, putting forward dedicated Nvidia GB200 NVL72 clusters aimed at handling inference—the task of running trained AI models to generate real-time answers for users. Financial terms weren’t made public. “AI applications running in production require more than just access to raw infrastructure,” said Max Hjelm, CoreWeave’s senior vice president of revenue. Perplexity’s chief business officer, Dmitry Shevelenko, described CoreWeave as “an essential partner” supporting its infrastructure plans. CoreWeave is under pressure to show it won’t leave fresh data centers underused—this partnership comes right in that spotlight. Shares slipped roughly 6.6% Thursday.
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 Oyj announced it's bringing more major telecoms—Vodafone, Deutsche Telekom, and Orange—into its Network as Code ecosystem, while also adding Google Cloud’s “agentic AI” to the network APIs. “Giving developers greater choice, flexibility, and security to create innovative new applications,” is the goal, according to Shkumbin Hamiti, a vice president at Nokia. Telecom operators keep searching for profitable 5G uses that go beyond just speedier mobile data. They’re also under the gun to automate their networks, as AI-powered apps drive up traffic and squeeze latency requirements.
March 4, 2026
EU clears Google’s $32 billion Wiz buyout, lifting a key hurdle in cloud-security race
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EU clears Google’s $32 billion Wiz buyout, lifting a key hurdle in cloud-security race

Brussels, 10 February 2026, 18:23 Alphabet’s Google secured unconditional EU antitrust approval on Tuesday for its $32 billion buyout of cloud security company Wiz, removing a key obstacle for its largest deal so far. The European Commission confirmed the acquisition poses no competition issues. https://www.reuters.com/world/google-secures-eu-antitrust-approval-32-billion-wiz-acquisition-2026-02-10/
February 10, 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

London, 3 February 2026, 15:15 Google Cloud and Liberty Global have struck a five-year deal to roll out Google’s Gemini AI models and other cloud technologies across Liberty’s European cable operations, the companies announced Tuesday. The partnership aims to boost new consumer offerings, including AI-driven search and discovery features on Liberty’s Horizon TV platform, along with automating customer service. https://www.reuters.com/business/media-telecom/google-cloud-liberty-global-strike-five-year-ai-partnership-2026-02-03/?utm_source=chatgpt.com
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.com’s cloud division faces multi-year waits for power grid hookups across Europe, the company revealed to Reuters on Tuesday. These delays are throwing a wrench into its plans to ramp up data center capacity.https://www.reuters.com/sustainability/boards-policy-regulation/power-grid-delays-challenge-amazons-data-center-expansion-europe-2026-02-03/?utm_source=chatgpt.com The bottleneck hits at a tricky time. Energy-hungry sectors are urging the European Union to ramp up grid investments, stressing that reliable power access could determine the location of new plants and infrastructure.
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 tumbled about 4% in premarket trading Monday after the company revealed plans to raise between $45 billion and $50 billion by 2026 to expand its cloud infrastructure. Led by billionaire Larry Ellison, the software giant is pushing for this massive funding round as investors worry about its rising debt levels. Big tech is still pouring resources into data centers for artificial intelligence, but investors are growing wary, unsure about the timeline and scale of any payoff. Spending is under pressure as a result.
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 is set to grant a tax holiday—exempting foreign companies from Indian income tax on cloud services—until 2047. This applies to businesses renting computing and storage over the internet to overseas customers, provided they use data centers with servers located in India. Finance Minister Nirmala Sitharaman confirmed the government’s plan to “provide tax holiday till 2047” for qualifying firms. Vaibhav Gupta, partner at Dhruva Advisors, noted the move “helps in bringing clarity” and “lends stability” to foreign companies’ tax situations. Google announced a $15 billion investment in an AI data center project in Andhra Pradesh, with Microsoft and Amazon also pledging billions for data centers in India. IT Minister Ashwini Vaishnaw described data centers as “a major strength” for the
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, an AI search startup, has struck a $750 million deal with Microsoft for three years of Azure cloud services, Bloomberg News reported Thursday, citing insiders. The agreement allows Nvidia-backed Perplexity to operate various AI models under Microsoft’s Foundry program. The timing says a lot. Microsoft is investing heavily in AI data centers and chips, but company leaders are already warning about hitting capacity limits amid soaring demand. “We want to be able to allocate capacity while we're supply constrained,” CEO Satya Nadella said this week. CFO Amy Hood also noted that increasing memory-chip prices will pressure cloud margins down the line.
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 revealed its Maia 200 chip on Monday, marking the second generation of its custom AI hardware. The company also introduced new software tools designed to chip away at Nvidia’s lead among developers. This shift is crucial as the expense of running generative AI systems climbs rapidly, with cloud providers scrambling to manage both the availability and pricing of the hardware behind them. Nvidia remains the leader in AI computing, largely because a lot of developers rely on its CUDA software platform.
January 26, 2026
Microsoft 365 is back after major outage hit Outlook and Teams for thousands
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Microsoft 365 is back after major outage hit Outlook and Teams for thousands

Microsoft announced it had restored access to its Microsoft 365 suite on Friday following an outage that disrupted service for thousands of users. Reports of issues on Downdetector have since declined toward normal levels. Reuters The incident hit hard because Microsoft 365 powers a huge chunk of office work: emails, shared files, meetings, and the admin consoles that manage it all. When it falters, companies notice immediately—in inboxes, calendars, and help desks alike.
January 23, 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

The October outage played out like a cautionary tale of digital dependence. Within an hour of the AWS glitch, apps used by millions began failing. In the UAE alone, Downdetector reported hundreds of users unable to access Snapchat, Roblox, Fortnite and even Amazon.com khaleejtimes.com. Online banking and payments stalled too: Gulf News reported that UAE residents saw “widespread transaction failures” and some were charged twice for a single purchase gulfnews.com. The culprit was hidden deep in AWS’s code. In a postmortem, Amazon revealed a latent race-condition bug in the DynamoDB service’s DNS management theguardian.com. In simple terms, two automated processes tried to update the same DNS record at once – think of two editors overwriting each other’s changes in a
October 26, 2025
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