# Cloud Computing
Latest news and articles about Cloud Computing
Total: 83 articles found
Silicon Realignment: Anthropic Eyes Microsoft’s Custom Chips in a Bid for Compute Diversification
Anthropic is in discussions with Microsoft to utilize servers powered by Microsoft's custom-designed AI chips. The move reflects a broader industry shift toward proprietary silicon and hardware diversification to manage soaring compute costs and reduce dependency on Nvidia.
Musk’s $2 Trillion Orbit: The AI Lifeline Hidden in SpaceX’s IPO Filing
SpaceX's S-1 filing reveals a pivotal $45 billion contract with Anthropic that stabilizes its money-losing AI division ahead of a landmark IPO. The document outlines a shift toward orbital data centers and confirms Elon Musk's absolute control over the company's $2 trillion vision, which includes tethering his compensation to Mars colonization.
From Hype to Harvest: Alibaba Signals the Arrival of AI Commercial Returns
Alibaba leadership has announced that its AI business is now delivering commercial returns, marking a transition toward AI and Cloud as its core growth drivers. This shift coincides with a surge in domestic AI adoption and a continuing global arms race in model iteration and specialized hardware.
The AI Circulatory System: Optical Giants Pivot to 12.8T as 'Super Cycle' Takes Hold
The 21st Optics Valley Expo highlighted a generational 'super cycle' in optical communications, with manufacturers showcasing 12.8T pre-research designs to meet AI demand. Driven by exploding token usage and cloud CAPEX, the industry is shifting toward high-capacity architectures like CPO and 1.6T modules.
China Mobile’s Tokenized Future: Turning AI Compute into a Mass-Market Utility
China Mobile has launched the world's first nationwide 'token' subscription service, standardizing AI compute units as a consumer commodity. Starting at just 5 yuan per month, the service integrates with cloud computing and third-party AI apps to democratize access to large language models.
Alibaba’s ‘Big Tent’ Strategy: Integrating Rivals to Dominate the Cloud AI Era
Alibaba Cloud has expanded its Bailian platform to host third-party AI models like Zhipu GLM-5.1, while simultaneously launching its own flagship Qwen 3.7-Max and a custom AI chip, the Zhenwu M890. This strategic pivot positions Alibaba as the primary aggregator and infrastructure provider for China's rapidly maturing generative AI market.
Alibaba Cloud’s 'Qwen Cloud' Pivot: Building the Infrastructure for the Agentic Era
Alibaba Cloud has launched 'Qwen Cloud,' a new platform specifically optimized for AI Agent development that hosts over 150 mainstream models. By modularizing AI capabilities into 'Skills' and command-line tools, the company aims to become the primary infrastructure layer for autonomous AI applications in China.
Alibaba’s T-Head Powers Up China’s AI Ambitions with New GPU Roadmap
Alibaba's chip arm T-Head has reached a milestone of 560,000 GPU shipments and announced a two-year roadmap for its next-generation Zhenwu V900 and J900 chips. These developments signal China's growing capacity to sustain its own AI ecosystem for the 'Agentic' era amid global supply chain shifts.
Alibaba’s T-Head Unveils Zhenwu Chip Roadmap to Power the Rise of AI Agents
Alibaba's T-Head has announced the Zhenwu V900 and J900 chip series, scheduled for release over the next two years. These processors are designed to provide the massive computing power required for the 'Agentic AI' era, focusing on autonomous enterprise applications.
Tencent Cloud Bets on ‘AI Agents’ to Simplify the Enterprise Data Maze
Tencent Cloud has released DataBuddy, an AI-powered agent workbench that simplifies the entire big data lifecycle through natural language commands, signaling a shift toward 'AI-native' enterprise cloud services in China.
Silicon Diplomacy: Lisa Su Charts AMD’s Path Through China’s AI Evolution
AMD CEO Lisa Su visited Shanghai to reinforce the company's commitment to China, predicting 5 billion daily AI users by 2030. The visit highlighted a shift toward 'AI Agents' and a more balanced CPU-to-GPU ratio in data centers, while local experts noted that hardware constraints are forcing Chinese developers to focus on extreme engineering efficiency.
Baidu’s Turning Point: AI Revenue Surpasses 50% as the 'Daily Active Agent' Era Begins
Baidu's Q1 2026 results show AI revenue surpassing 50% of its core business for the first time, signaling a successful transition to an AI-first growth model. CEO Robin Li is championing 'Daily Active Agents' (DAA) over 'Tokens' as the new industry standard, emphasizing functional utility and enterprise integration over raw computational scale.