Tag
Cloud Infrastructure
5 articles
Topgolf Cuts $11M in Infrastructure Costs by Ditching VMware for VergeIO
The sports entertainment company migrated 12,000 virtual machines to avoid a 400 percent cost spike from Broadcom's revised VMware licensing model.
Amazon Finances $8B Nvidia Chip Buy Through Lease-Back Structure
The company is exploring a special-purpose vehicle to acquire Grace Blackwell chips and lease them back, shifting capital intensity while creating a new asset-backed security for debt investors.
Anthropic's $11.6B Akamai Deal: Equity Warrants Change Cloud Economics
Infrastructure spending unlocks equity stakes for AI labs, with Anthropic's warrant potentially worth 5 percent of Akamai stock as CPU demand drives a new deal structure.
Oracle's Cloud Surge: Infrastructure Beat Shows Pricing Power in AI Race
Oracle's $7.39 billion cloud infrastructure revenue handily beat expectations, but rising capex and debt load temper the upside for a stock trading near all-time highs.
Mistral Opens Platform to Third-Party Models, Plans 1 GW European Compute by 2030
The French AI lab now hosts Z.ai's GLM-5.2 and is building sovereign cloud capacity for enterprise and government customers across Europe.