cloud computing

Intel Gaudi 3

28 Dec 2025 · 3 min read

Breaking the Monopoly: How Intel's Gaudi 3 is Reshaping the 2025 AI Infrastructure Stack

As cloud providers like IBM and Dell scale up Intel's latest AI accelerators, the data center market sees a shift toward open standards and cost-efficiency over raw speed.

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Data Centers

28 Dec 2025 · 3 min read

The Power Wall: How Infrastructure Constraints Are Stalling the $7 Trillion AI Race

By late 2025, data center vacancies have hit record lows while rental rates soar. As the grid struggles to keep up, the AI boom faces its most significant physical barrier yet.

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OpenAI

28 Dec 2025 · 4 min read

OpenAI and AWS Forge $38 Billion Alliance: The End of Cloud Monogamy

In a massive shift for the AI industry, OpenAI secures $38 billion in compute from Amazon Web Services, signaling a new era of multi-cloud strategy and intensified infrastructure competition.

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Oracle Cloud

27 Dec 2025 · 3 min read

Oracle and Ampere Redefine Cloud Density with New 192-Core Arm Instances

By deploying the massive AmpereOne processor, Oracle creates a high-density, consistent performance alternative to x86, challenging the proprietary silicon models of AWS and Google.

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Oracle Cloud Infrastructure

26 Dec 2025 · 4 min read

The Arm Revolution Intensifies: Oracle's Strategic Bet on Ampere to Disrupt Cloud Compute

By deploying Ampere's high-core Altra processors, Oracle Cloud Infrastructure is claiming performance leadership over legacy x86 architectures while offering a distinct alternative to AWS Graviton.

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Windows Server 2025

26 Dec 2025 · 3 min read

Microsoft Rewrites Storage Stack: Native NVMe in Windows Server 2025 Marks End of SCSI Legacy

By removing a 14-year-old compatibility layer, Microsoft's new native NVMe architecture delivers massive gains in IOPS and CPU efficiency for enterprise data centers.

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TikTok

22 Dec 2025 · 3 min read

Oracle Wins Bid to Manage TikTok's US Operations in Historic Joint Venture

A consortium led by Oracle and Silver Lake finalizes a deal to control TikTok's US arm, resolving national security concerns and averting a nationwide ban.

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AWS

14 Dec 2025 · 3 min read

Arm64 Takeover: How AWS Graviton is Slashing Cloud Costs and Boosting Performance

New benchmarks reveal that shifting AWS Lambda functions to Arm-based Graviton processors delivers up to 34% better price-performance, marking a pivotal moment for cloud architecture efficiency.

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Microsoft

14 Dec 2025 · 3 min read

Digital Sovereignty and Data Centers: Microsoft Pledges $7.5 Billion to Canada's AI Future

In a move to secure Canada's digital borders, Microsoft announces a massive infrastructure expansion, promising $7.5 billion CAD in immediate investment to scale local AI capacity.

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IBM

14 Dec 2025 · 4 min read

Data in Motion: Inside IBM's $11 Billion Acquisition of Confluent

In a decisive move to dominate the infrastructure of generative AI, IBM has agreed to purchase data streaming pioneer Confluent for $11 billion. The all-cash deal signals a major shift toward real-time data processing in the enterprise.

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