# cloud%20computing
Latest news and articles about cloud%20computing
Total: 35 articles found
Apple Eyes Google Cloud to Power Next‑Gen Siri, Deepening Dependence on Rival Infrastructure
Apple is reportedly discussing hosting the backend of a redesigned Siri on Google Cloud, a step that would give it access to advanced AI infrastructure while increasing commercial reliance on a competitor. The decision underscores the technical demands of modern voice AI and raises trade‑offs between speed of innovation, data privacy, and strategic control.
Nvidia Targets the ‘Inference’ Bottleneck with a New Generation of AI Chips
Nvidia is designing a new class of chips optimized for AI inference, prioritizing latency, throughput and energy efficiency for real‑time model serving. The move aims to lower the cost of running large models at scale and strengthens Nvidia’s position across the AI value chain while intensifying competitive and geopolitical pressures in the semiconductor industry.
OpenAI Pulls in $110bn, Seals Strategic Ties with Nvidia and Amazon as AI Stakes Soar
OpenAI said it raised $110 billion in a round that values the company at $730 billion pre-money, with SoftBank, Nvidia and Amazon as lead backers. The deal pairs massive capital with strategic access to next‑generation inference hardware and AWS distribution, intensifying competition among cloud providers and magnifying concentration risks in the AI ecosystem.
China’s AI Models Overtake US Usage — Rewriting the Hardware Playbook and Roiling Markets
OpenRouter data shows Chinese AI models surpassed US counterparts in weekly token usage in February 2026, driven by multiple efficient architectures and low costs. Markets split: Chinese cloud, data‑centre and power stocks surged while Nvidia’s valuation plunged, signalling a potential reallocation of AI value away from high‑end GPUs toward models and low‑cost infrastructure.
China Overtakes US in AI Calls as Four Homegrown Models Dominate Global Top Five — Experts Point to Inference-Efficiency Strategies
NetEase reports that China’s aggregate AI API call volume has surpassed the United States for the first time, with four Chinese large models filling four of the global top five usage slots. Experts attribute the surge largely to engineering choices that reduce inference costs, enabling mass deployment across consumer and enterprise services.
Huang’s Rule: In the AI Era, Compute Is Money — Nvidia Maps Out a Cash-Driven Infrastructure Monopoly
Nvidia used its strong quarterly results to reframe the economics of AI around one simple truth: compute generates tokens, and tokens generate revenue. Jensen Huang argued that the company’s architectural compatibility, software ecosystem and new networking products make Nvidia the indispensable infrastructure provider for the agent‑based AI era, while flagging longer‑term bets in robotics and space computing.
Cloud Giants Poised to Reap Billions as Anthropic Bets Big on External Infrastructure
Anthropic projects at least $80 billion in cloud spending through 2029 and expects revenue‑share payouts to cloud providers to rise steeply, making AWS, Google Cloud and Microsoft Azure significant beneficiaries of its commercial roll‑out. The forecast highlights the capital intensity of large models and signals that cloud infrastructure — not just algorithms — will determine who captures AI’s economic value.
Anthropic Faces at Least $80 Billion Cloud Bill by 2029, Underscoring Hyperscalers’ Grip on AI
Anthropic expects to pay at least $80 billion to Amazon, Google and Microsoft by 2029 to host and run its Claude AI on cloud infrastructure. The projection highlights the centrality of hyperscaler compute in the AI economy and carries implications for corporate margins, cloud vendor leverage, chip demand, and regulatory attention.
India Pledges $200 Billion for Data‑Centre Buildout to Power an AI Push
India has signalled plans to marshal about $200 billion to build data centres that will underpin a national AI push, a package that reportedly includes commitments from Google, Microsoft and Amazon. The pledge underscores New Delhi’s ambition to secure compute capacity and foster a domestic AI ecosystem, but faces major logistical, fiscal and regulatory hurdles before it can deliver results.
China’s AI New-Year Sprint Exposes a New Scarcity: Token Inflation and Rising Compute Prices
China’s major tech firms used the 2026 Lunar New Year to launch a wave of multimodal AI models, precipitating a rapid rise in token-based inference demand. The surge is pushing cloud prices up, giving model vendors pricing leverage while exposing supply, governance and geopolitical risks.
US FTC Intensifies Probe into Microsoft’s Cloud and AI Licensing, Raising Antitrust Stakes for Big Tech
The US Federal Trade Commission has escalated an investigation into Microsoft, issuing civil investigative demands to at least six rivals to examine whether licensing and product-bundling practices have impeded competition in cloud computing and AI. The probe targets licensing changes from 2019, questions about bundling AI, security and identity services, and seeks detailed data on AI training costs and data-centre operations.
China’s ¥100bn Lunar New Year ‘Red‑Packet’ War Exposes an Emerging AI Compute Crunch
China’s Spring Festival promotional campaigns—collectively worth nearly ¥100 billion—have driven extreme traffic spikes that briefly knocked services offline and highlighted a growing mismatch between consumer‑facing AI adoption and available compute capacity. Firms are ramping cloud and data‑centre investments even as advances in models and token windows multiply inference demand, creating cross‑cutting pressures on energy systems and commodity supply chains.