Thoughts on software engineering, architecture, and technology.
Oracle and Amazon Web Services have expanded their strategic multi-cloud collaboration, making Oracle AI Database@AWS generally available across 22 global regions alongside new Exascale performance tiers.
In an ambitious effort to shift from AI experimentation to full-scale enterprise execution, Intel has expanded its partnership with Google Cloud, deploying Gemini Enterprise companywide to automate chip design and operations.
Apple has filed a landmark federal lawsuit against OpenAI, its hardware subsidiary io Products, and two top engineers, alleging a systematic, institutional campaign to steal highly sensitive consumer hardware secrets.
As the race to build AI data centers accelerates, major tech giants have doubled their collective debt to $350 billion over the past five years, raising questions about long-term returns.
The scramble for AI hardware has reached a fever pitch. Meta and SoftBank have announced massive moves to monetize their excess AI computing power, threatening to disrupt traditional cloud hyperscalers and specialized GPU rental startups alike.
Meta is reportedly planning a cloud infrastructure unit, Meta Compute, to monetize its excess AI computing power and challenge established hyperscale giants.
At the 2026 AWS Summit in Washington D.C., Amazon Web Services announced a massive multi-billion dollar push into enterprise AI and public sector cloud computing, featuring a $1B Forward Deployed Engineering unit and secure cloud environments for defense and nuclear agencies.
A reported dispute between Google and Meta over Gemini AI access highlights how physical cloud infrastructure, rather than algorithm design, has become the ultimate bottleneck for generative AI.
Alphabet and Blackstone's newly analyzed $5 billion TPU cloud joint venture is set to shake up the $400 billion AI infrastructure market, challenging Nvidia's hardware dominance and CoreWeave's neocloud business.