# Cloud%20Computing
Latest news and articles about Cloud%20Computing
Total: 83 articles found
SAP Bolsters AI Ambitions with Strategic Acquisition of Data Lakehouse Pioneer Dremio
SAP has announced the acquisition of data lakehouse platform Dremio to enhance its Business Data Fabric with native Apache Iceberg support. The deal, slated for completion in mid-2026, aims to unify SAP and non-SAP data to power enterprise-grade AI agents and modern intelligent applications.
China Reclaims AI Dominance in Global Usage as Tencent and DeepSeek Surge
Chinese AI models have overtaken US models in global weekly usage volume, driven by massive surges in Tencent's Hy3 and DeepSeek's aggressive price cuts. This shift highlights a strategic pivot toward high-volume adoption and the commoditization of AI tokens in the Chinese tech ecosystem.
The $700 Billion Arms Race: Big Tech’s AI Bet Transitions from Hype to Hard Costs
The latest quarterly reports from Alphabet, Meta, Amazon, and Microsoft reveal a massive $700 billion collective investment in AI infrastructure through 2026. While AI is driving significant revenue growth in cloud and enterprise services, investors are increasingly concerned about the rising capital expenditures and the timeline for profitable returns on these historic outlays.
China’s Data Ambitions: Breaking the Silos of State-Owned Giants
China Mobile has launched a 'trusted data space' hub in Chengdu, marking a significant step in enabling secure data circulation among central state-owned enterprises. The facility leverages massive computing power to support AI model training and aligns with the national 'East Data, West Computing' strategy.
Alibaba Cloud Slashing DeepSeek Cache Prices Signals New Phase in China’s AI Cost Wars
Alibaba Cloud has cut the price of implicit caching for the DeepSeek-V4-Pro model to 1 RMB per million tokens. This strategic move targets high-frequency enterprise workloads and signals a shift in the Chinese AI market toward structural efficiency and production-scale cost management.
Alibaba’s HappyHorse: The Price War That Could Democratize Global AI Video Production
Alibaba has launched the gray test for its HappyHorse 1.0 AI video model, dramatically lowering costs and removing high entry barriers for developers. The move signals a shift from technical rivalry to industrial-scale commoditization, particularly impacting the short-form drama and advertising sectors.
OpenAI’s Multi-Cloud Pivot: Breaking the Microsoft Monopoly to Fuel Global Scale
OpenAI and Amazon AWS have entered a landmark partnership to integrate GPT-5.5 and Codex into the Bedrock platform, following the termination of OpenAI’s exclusivity deal with Microsoft. Supported by a $50 billion investment from Amazon, the move establishes a multi-cloud distribution model for OpenAI’s technology.
OpenAI Breaks the Microsoft Monolith: Codex and Advanced Models Land on AWS Bedrock
OpenAI has launched its Codex programming assistant and latest AI models on Amazon Bedrock, ending its functional exclusivity with Microsoft Azure. This multi-cloud expansion allows developers to build AI agents within the AWS ecosystem, where the majority of global enterprise data currently resides.
The Great AI Decoupling: OpenAI and Microsoft Rewrite the Terms of Their $13 Billion Marriage
OpenAI and Microsoft have ended their seven-year exclusivity deal, allowing OpenAI to sell its models on rival clouds like AWS and Google Cloud following a $50 billion investment from Amazon. The new agreement replaces philosophical AGI triggers with fixed expiration dates for revenue sharing and IP licensing, reflecting both companies' efforts to diversify their strategies and avoid antitrust scrutiny.
Desert Silicon: China’s State-Led Gambit to Power the AI Age
China is leveraging its vast Northwest deserts to create an integrated corridor of green energy and AI computing power. Led by state-owned enterprises, this strategic shift aims to provide the low-cost, sustainable infrastructure necessary for the country's long-term leadership in artificial intelligence.
Compute as Currency: Google’s $40 Billion Gambit to Subsidize its Chief AI Rival
Google has committed $40 billion to AI startup Anthropic in a strategic move to secure a massive cloud customer and promote its proprietary TPU chips. The deal addresses Anthropic's desperate need for compute power while positioning Google as an essential infrastructure provider even to its primary competitors.
Nvidia’s $5 Trillion Coronation: The AI Titan Decouples from the Pack
Nvidia has reached a historic $5.26 trillion market valuation, further distancing itself from Alphabet and Apple as the global leader in the AI-driven economy. The company's expansion into mobile AI chips and nuclear energy infrastructure signals a strategic shift toward total market ubiquity ahead of a major Big Tech earnings week.