Microsoft is making its largest Asian investment ever, pledging $17.5 billion for India’s AI and cloud infrastructure. The move heats up the battle with Google and Amazon in a critical growth market. But significant infrastructure challenges remain.
KKR is making a major investment in a portion of Compass Datacenters’ operating facilities. The deal, reportedly worth several billion dollars, will help fund Compass’s aggressive development pipeline across the US, Europe, and Israel.
Enterprise AI company Glean has hit $200 million in annual recurring revenue, CEO Arvind Jain revealed exclusively to Fortune. This marks a doubling from $100 million just nine months ago. The company, last valued at $7.2 billion, is capitalizing on the urgent corporate demand for secure, internal A
More than 250 environmental organizations have sent a letter to Congress demanding a halt to new data center projects. They cite runaway energy consumption, water shortages, and soaring electricity bills for nearby residents as key reasons for the moratorium.
Cloudflare’s CEO is taking direct aim at Google, accusing it of using its search monopoly to force websites into allowing AI data scraping. The company says it blocked a staggering 416 billion unwanted AI bot requests in just five months. The fight is over who controls the future of the web.
HPE reported Q4 2025 revenue of $9.7 billion, up 14% year-over-year, but its core server and hybrid cloud businesses declined. CEO Antonio Neri says the future is in networking and AI, fueled by the Juniper acquisition.
IBM’s CEO is throwing cold water on the AI infrastructure boom. Arvind Krishna argues the math simply doesn’t work for the massive data center investments being made by Google, Amazon, and others, calling it an unsustainable race for AGI.
IBM CEO Arvind Krishna is deeply skeptical that the industry’s rush to build massive AI data centers can be profitable. He estimates the global buildout could hit $8 trillion in capital expenditure, a sum he argues can’t generate enough return. This puts him directly at odds with the vision of compa
Amazon’s AWS has unveiled three new autonomous AI agents designed to handle the tedious work around code generation. They promise to operate for hours or days without human intervention. The move puts AWS in direct competition with a host of established DevOps and security partners.
Apple’s AI leadership is undergoing a major shift. John Giannandrea is stepping down as the head of AI, with former Microsoft VP Amar Subramanya taking over. The move comes just as Apple’s long-awaited AI features and a new Siri are expected to launch.
