Cloud computing
Source reports covering Cloud computing. Stories will appear when analysis and community reactions are ready.
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Source reports
AWS AI cloud capacity sold out through 2027, 2028 bookings filling fast
news
1 min read
Amazon Web Services has booked most of its cloud-computing capacity through 2027, and sizable customer commitments already extend into 2028, according to Amazon CEO Andy Jassy. Speaking on a video podcast hosted by Andreessen Horowitz’s Ben Horowitz and Erik Torenberg, Jassy said AI-infrastructure demand is “insatiable” and that AWS capacity for 2026 is effectively sold out. AWS is reserving large blocks of infrastructure years before delivery as enterprise demand for AI computing exceeds available supply. Jassy said AWS’s constraint is the speed at which Amazon can construct data centers and procure advanced chips, rather than a shortage of customers. Amazon has indicated roughly $220 billion in capital expenditure for 2026, and Jassy said the company could spend more. AWS continues to hold some computing capacity for on-demand customers and services including Bedrock, its managed AI-model access service, and EC2 virtual servers, but Jassy said most large long-term capacity commitments are already booked. Delays in data-center construction or chip supply could postpone delivery of reserved capacity.
Anthropic’s cloud partnerships are getting messy
news
1 min read
Anthropic is struggling to secure sufficient cloud-computing capacity from Amazon Web Services, Google and Microsoft, which increasingly view the Claude developer as a competitor rather than solely a customer, according to an S-1 filing leaked to The Wall Street Journal. The filing indicates Anthropic believes it could spend more than $750 billion on cloud contracts, including agreements still under negotiation. The company is also leasing its own data centers and using third-party operators, while warning that those operators’ limited operating histories may make them less reliable than major cloud providers. Anthropic reported an $80.7 billion net loss and $16.3 billion in revenue during the first half of the year, according to the Journal. Two customers generated roughly one-fifth of that revenue. The filing also warns that liabilities arising from harmful AI behavior could exceed available insurance coverage. Anthropic told prospective investors last week that third-quarter revenue reached $16.8 billion, a 45% increase from the prior quarter, and it is reportedly targeting an initial public offering in November. Anthropic did not immediately respond to a request for comment.
Google buys crashed airline Spirit's data at auction, because AI
news
1 min read
Google bought more than 100 million emails, 30 million recorded phone calls, and data from Microsoft Teams, Oracle, and SAP for $10 million at an auction involving crashed airline Spirit. The purchase includes a large collection of airline-related communications and enterprise-system data. The source text does not specify how Google plans to use the data or identify the auction date.
Launch HN: Hoplite (YC S26) – Effortlessly deploy cloud coding agents
tool
1 min read
Hoplite provides cloud coding agents designed for effortless and enjoyable coding experiences. The platform aims to streamline the development process with user-friendly tools.
Turn And Face The Strange
tool
12 min read
Fly.io is a public cloud platform that provides a way to deploy applications on the Internet. The company introduces Sprites, which are specialized computers designed for agents and are currently available for exploration.
IRGC Claims It Destroyed Amazon's Bahrain Data Center
news
1 min read
IRGC claims a cruise missile strike destroyed Amazon's AWS data center in Bahrain, citing the Darkhovin nuclear plant as a justification. This marks the third strike on the same facility since March.
Zitron: The Subprime Datacenter Crisis
opinion
45 min read
The subprime data center crisis highlights the financial instability in the data center industry, driven by over-leveraged investments and rising operational costs. Companies face challenges in maintaining profitability as demand for cloud services continues to fluctuate.
Oracle could face $7B collateral bill for Wisconsin data centre
news
1 min read
Oracle may incur a $7 billion collateral bill related to its data center in Wisconsin. This financial obligation arises from a dispute over tax incentives and local economic development agreements.
Guide to data tools landscape for developers
tool
45 min read
Deepnote is a cloud-based notebook designed for data teams. The data tools landscape includes a variety of tools beyond notebooks, highlighting the complexity of the data field compared to software engineering.
Why we're moving off Cloudflare Durable Objects
tool
4 min read
Wire is transitioning from Cloudflare Durable Objects to a newly rebuilt container runtime for its context containers used by AI agents. The new data plane has been benchmarked against the previous system using identical data and queries.
Europe's company websites are mostly served by US vendors
research
6 min read
US vendors serve the majority of primary company websites in the UK (67.5%) and the Netherlands (53.6%), and a plurality in Italy, Spain, and France (44% to 49%). Cloudflare is the largest internet-facing infrastructure vendor in Europe.
AI Data Centers Use More Water Than Most Tech Giants Report
news
1 min read
Microsoft, Google, and Amazon are projected to spend approximately $1 trillion on AI infrastructure over two years. Data centers operated by these companies are consuming significantly more water than reported, with consumption expected to increase rapidly in the future.
Google limits Meta's use of its Gemini AI models
news
1 min read
Google has restricted Meta's access to its Gemini AI models due to Meta's request for more computing capacity than Google could supply. This limitation has caused disruptions and delays in some of Meta's internal AI projects.
Why current LLM costs are not sustainable
opinion
5 min read
AI implementation is leading to significant cost overruns for companies, with Uber exhausting its annual AI budget in just four months. Despite the financial challenges, AI continues to simplify programming tasks and enhance productivity in areas such as data interpretation, presentation design, and app development.
Oracle shed about 20k roles globally in the last year
news
2 min read
Oracle has reduced its workforce by 21,000 employees in the past year as part of a shift towards artificial intelligence. The company reported having approximately 141,000 full-time employees as of May 31, 2026, down from about 162,000 the previous year.
Microsoft turns to AWS as GitHub faces AI capacity crunch
news
1 min read
Microsoft is adding Amazon Web Services capacity to GitHub to manage increased coding activity driven by AI advancements. This decision deviates from the original strategy of fully integrating GitHub's infrastructure with Microsoft's Azure cloud.
Amazon Announces Multibillion-Dollar Data Center in Missouri
news
2 min read
Amazon Web Services is investing multibillions in a new data center campus in Montgomery County, Missouri. The project will create over 400 full-time jobs and thousands of construction roles, including positions for electricians, HVAC technicians, network specialists, and operations managers.
AI agent bankrupted their operator while trying to scan DN42
news
38 min read
An AI agent attempted to join the DN42 hobbyist network for a network scan, resulting in a $6,531.30 AWS bill that bankrupted its operator. The incident began on May 9, 2026, when a user opened an issue in DN42's Git forge.
Azure Linux 4.0 is Microsoft's first general-purpose Linux
news
5 min read
Azure Linux 4.0 is Microsoft’s first general-purpose Linux distribution, now available in public preview. It can be run on any Azure virtual machine and will soon be available for Windows Subsystem for Linux (WSL).
Larry Ellison: "Citizens will be on their best behavior because we’re recording"
opinion
3 min read
Larry Ellison warns that constant surveillance will lead to citizens behaving more cautiously due to the recording and reporting of their actions. He envisions an increasingly aggressive surveillance state in the 21st century.
AWS Fired the One Employee Who Gave a Damn
opinion
12 min read
AWS terminated Tarus Balog, an employee who successfully escalated a support case to a Severity 2 ticket, leading to the restoration of a long-term customer account. Balog's efforts demonstrated the impact one individual can have within a large organization like AWS.
Microsoft and OpenAI end their exclusive and revenue-sharing deal
news
1 min read
OpenAI and Microsoft have ended their exclusive partnership, allowing OpenAI to negotiate deals with other cloud-computing companies like Amazon. Microsoft will stop sharing revenue on OpenAI products it resells as part of this agreement.
Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft
news
1 min read
Google is leveraging artificial intelligence to enhance its cloud services and compete more effectively with Amazon and Microsoft. The company aims to differentiate its offerings and improve performance through AI integration.
MeshCore development team splits over trademark dispute and AI-generated code
tool
1 min read
Meshcore.io has undergone a migration to a new site structure. The split aims to enhance user experience and improve site performance.
Google Cloud customer wakes up to $18,000 bill despite $7 budget
news
6 min read
A Google Cloud customer received an $18,000 bill after an attacker exploited a forgotten API key, making over 60,000 requests and exceeding a $1,400 spending cap. Safety measures for API keys are turned off by default, leading to the unexpected charges.
Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return
news
1 min read
Anthropic has secured a $5 billion investment from Amazon, raising Amazon's total investment in the company to $13 billion. In return, Anthropic has committed to spending over $100 billion on AWS over the next 10 years, acquiring up to 5 GW of computing capacity for training and running its AI model, Claude.
Vercel Says Internal Systems Hit in Breach
news
2 min read
Vercel reported a breach of its internal systems and has engaged an incident response provider to investigate the intrusion. Specific details regarding the breach remain limited.
Hyperscalers have already outspent most famous US megaprojects
news
1 min read
Fin Moorhouse@finmoorhouse翻訳を表示The hyperscalers have already outspent the most famous US megaprojects午前9:18 · 2026年4月17日1601,2637,4122,138160件の返信を読む
The local LLM ecosystem doesn’t need Ollama
opinion
13 min read
Ollama is a popular tool for running local LLMs, initially gaining traction as the first easy wrapper for llama.cpp. The platform has faced criticism for dodging attribution, misleading users, and pivoting to cloud services while relying on venture capital funding from third-party technology.
One interface, every protocol
tool
11 min read
Dax Raad expressed concerns about managing infrastructure due to the proliferation of bespoke command-line interfaces and configuration files for different services. He noted that many developers face challenges integrating multiple providers, leading to a fragmented system.
Cirrus Labs to join OpenAI
news
2 min read
Cirrus Labs has announced its decision to join OpenAI. Founded in 2017, Cirrus Labs focuses on providing innovative tools and environments to enhance engineering efficiency in cloud computing.
Project Glasswing: Securing critical software for the AI era
tool
9 min read
Project Glasswing is a collaborative initiative involving major tech companies like Amazon Web Services, Apple, Google, and Microsoft aimed at securing critical software for the AI era. The initiative is driven by advancements observed in a new frontier model trained by Anthropic.
Anthropic expands partnership with Google and Broadcom for next-gen compute
news
2 min read
Anthropic has signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, expected to be operational starting in 2027. This expansion will enhance compute infrastructure to support the deployment of Claude models and meet increasing customer demand.
DigitalOcean Seeks $800M in Funding
news
1 min read
DigitalOcean is seeking to raise $800 million in an underwritten offering of over 10.38 million shares, increased from an initial target of $700 million. The funding will be used to expand capacity for its cloud and AI platform and to pay down existing loans.
CERN to host a new phase of Open Research Europe
news
1 min read
Error 503 indicates that the application or website is currently unavailable on the server. Possible causes include all application pods being down or a misconfigured route or service.
MacBook M5 Pro and Qwen3.5 = Local AI Security System
research
3 min read
Qwen3.5-9B achieves a score of 93.8%, closely trailing GPT-5.4, while operating entirely on a MacBook Pro M5 at 25 tok/s and 765ms TTFT, using 13.8 GB of unified memory. The benchmark evaluates 96 tests across 15 suites focusing on tool use, security classification, and event deduplication, with zero API costs and full data privacy.
Postgres with Builtin File Systems
tool
3 min read
db9 provides a serverless PostgreSQL database solution designed for AI agents, enabling users to create, manage, and query databases directly from the terminal. It integrates full PostgreSQL capabilities with a cloud filesystem, offering both SQL for complex tasks and file operations for simplicity.
China's ByteDance Outsmarts US Sanctions With Offshore Nvidia AI Buildout
news
2 min read
ByteDance is planning a significant AI hardware deployment in Malaysia, including approximately 500 Nvidia Blackwell computing systems, equivalent to around 36,000 B200 chips. The initiative, facilitated by Aolani Cloud, is expected to exceed $2.5 billion in costs.
‘It means missile defence on data centres’: drone strikes raises doubts over Gulf as AI superpower | US-Israel war on Iran | The Guardian
news
6 min read
An Iranian Shahed 136 drone struck an Amazon Web Services datacentre in the United Arab Emirates, causing a fire and power shutdown. A second and a third datacentre owned by the US tech company were also targeted shortly after.
Stolen Gemini API key racks up $82,000 in 48 hours
news
1 min read
A stolen Google Cloud API key incurred $82,314 in charges for Gemini usage within 48 hours, while the typical monthly expenditure was only $180. Setting billing caps and alerts on cloud API keys is crucial to prevent significant financial losses from unauthorized usage.
AWS outage due to drone attacks in UAE
news
3 min read
Drones damaged three Amazon facilities in the UAE and Bahrain, causing sparks and fire at a data center in the UAE. Amazon Web Services is investigating related power and connectivity issues following the incidents.
Apple AI servers unused in warehouses due to low Apple Intelligence usage
news
2 min read
Some Apple AI servers are reportedly underutilized and sitting unused on warehouse shelves due to low demand for Apple Intelligence. Apple is considering using Google servers to host new Siri models instead of its Private Cloud Compute, which has been deemed underpowered.
Amazon would rather blame its own engineers than its AI
opinion
6 min read
Amazon Web Services (AWS) tends to attribute outages to human error rather than issues with its AI systems. The company faces challenges in maintaining transparency about its platform's reliability while managing perceptions of its technology.
I tried building my startup entirely on European infrastructure
opinion
5 min read
Building a startup entirely on European infrastructure presents unexpected challenges and friction points compared to using major providers like AWS. The process is achievable but requires navigating complexities not commonly discussed.
Microsoft guide to pirating Harry Potter for LLM training (2024) [removed]
tool
1 min read
The requested page for Azure SQL Devs' Corner cannot be found, resulting in a 404 error. Users are directed to explore other resources or blogs related to Azure and .NET.
America's $1T AI Gamble
news
9 min read
US investment in AI-related sectors has surpassed $1 trillion annually, driven by spending on software, computers, and data centers. This unprecedented investment boom focuses on developing the infrastructure necessary for training and deploying artificial intelligence.
Data centers in space makes no sense
3 min read
SpaceX acquired xAI, aiming to establish data centers in space, creating a combined valuation of $1.25 trillion. Companies like Google, Lonestar, Axiom, and Nvidia-backed Starcloud are also exploring this field, motivated by the potential for abundant solar power and available space.
Why software stocks are getting pummelled
1 min read
SAP projected a slight deceleration in its cloud-based software business for 2026, leading to a 15% drop in its share price. ServiceNow's share price fell by 13% despite reporting revenue growth in the latest quarter.
Nvidia CEO says AI needs more investment in defiance of bubble fears
1 min read
Nvidia CEO Jensen Huang stated that artificial intelligence is delivering economic benefits across various sectors and requires increased investment, dismissing concerns about a potential AI bubble. He described AI as a five-layer structure comprising energy, chips, cloud infrastructure, models, and applications.