# cloud infrastructure
Latest news and articles about cloud infrastructure
Total: 5 articles found
Tencent’s Billion‑Yuan Red‑Envelope Push: A Sprint to Seed Long‑Term AI Habits
Tencent distributed RMB 1 billion in red envelopes to promote its AI app Yuanbao ahead of the 2026 Lunar New Year, briefly overloading servers and generating broad, short‑term engagement. The campaign bought reach inside Tencent’s vast social graph, but turning festive trials into lasting AI habits will depend on product depth, day‑to‑day usefulness and sustained infrastructure investment.
Oracle Doubles Down on AI: Plans Up to $50bn Raise to Build Massive Cloud Capacity for OpenAI and Others
Oracle intends to raise $45–50 billion in 2026 through equity-linked securities, common stock and a senior bond to expand cloud capacity for large AI customers including OpenAI. The move highlights the enormous capital required for AI-scale data centres and has intensified investor concerns about returns, credit risk and the feasibility of the company’s expansion plans.
China’s Telcos Near One Million Data‑Centre Racks in 2025 as They Pivot from Cloud to Intelligent Compute Services
China’s three state telecom carriers reported 938,000 externally offered data‑centre racks by end‑2025, up 108,000 year‑on‑year, reflecting a strategic pivot from broad cloud coverage to deeper compute‑network integration. The move aims to deliver intelligent, green and diversified compute services for AI and edge applications while advancing domestic digital infrastructure goals.
Microsoft Unveils Maia 200 AI Chip to Wean Azure Off Nvidia
Microsoft has deployed Maia 200, its second‑generation AI chip built by TSMC, to some data centres and released developer control software, positioning the company to reduce dependence on Nvidia. Wider availability to Azure customers remains unspecified, but the move intensifies a trend of cloud providers building custom accelerators to control costs, supply risk and performance.
Google’s Gemini Surge Fuels Cloud Demand — 85 Billion API Calls and 8 Million Enterprise Users Tighten GCP’s Competitive Grip
Gemini usage has surged, with API calls topping about 85 billion and enterprise subscriptions reaching around 8 million, driving higher demand for Google Cloud compute and services. This adoption strengthens Google’s ability to monetize AI through cloud infrastructure sales while raising margin, competition and regulatory questions.