115 stories on file from this desk.
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Cloud & Edge Computing
1,036 words 5 min read
The global data center sector is on track to double in size by 2030, and the reason isn't training more models. It's serving them. JLL's 2026 Global Data Center Market Outlook puts new capacity at roughly 100 GW between 2026 and 2030…
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Cloud & Edge Computing
1,024 words 5 min read
Amazon Web Services plans to spend $200 billion on capital expenditure in 2026, the majority of it on data centers, according to CEO Andy Jassy on the February 2026 earnings call. That figure lands on top of $96.5 billion spent in 2025, an…
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Cloud & Edge Computing
1,003 words 5 min read
Microsoft's AI business has reached a $37 billion annual revenue run rate, up 123% year over year, and Azure revenue grew 40% over the same period. The company's commercial remaining performance obligations, a proxy for contracted but…
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Cloud & Edge Computing
1,112 words 6 min read
The PJM Interconnection, which runs the largest power grid in the United States, set a record capacity price of $269.92 per megawatt-day for the 2025-2026 planning year, up 22 percent from the prior record. PJM has since agreed to cap…
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Cloud & Edge Computing
1,042 words 5 min read
The global edge data center market is estimated at $40.0 billion in 2026 and projected to reach $105.8 billion by 2033, a 14.9% compound annual growth rate, according to Grand View Research. That number sits on top of a bigger wave: JLL…
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Cloud & Edge Computing
1,101 words 6 min read
Inference will account for roughly two-thirds of all AI compute in 2026, up from half this year and a third in 2023, according to Deloitte's Technology, Media and Telecommunications Predictions report published Nov. 18. The shift does not…
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Cloud & Edge Computing
1,691 words 8 min read
The global cloud and edge computing landscape is undergoing a rapid transformation as hyperscalers race to expand their infrastructure capacity to meet soaring AI demand. From October 2026 announcements from Oracle and the broader…
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Cloud & Edge Computing
1,093 words 5 min read
Goldman Sachs raised its year-end 2026 US data center capacity forecast by 5 gigawatts to 64 GW on Sunday, while trimming its 2027 forecast by the same amount to 90 GW. The adjustment came in a note that argued the rapid expansion of AI…
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Cloud & Edge Computing
1,536 words 7 min read
Cloud & edge computing infrastructure is undergoing a dramatic acceleration in November 2026 as hyperscalers and emerging AI infrastructure players race to capture the exploding demand for artificial intelligence compute capabilities…
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Cloud & Edge Computing
1,054 words 5 min read
Microsoft Corporation is reported to be planning an expansion of its global data center footprint to more than 38 gigawatts by 2032, more than tripling the roughly 12 gigawatts it runs today. The figure, attributed to Bloomberg News…
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Cloud & Edge Computing
1,079 words 5 min read
Amazon Web Services announced Fastnet, a transatlantic subsea fiber optic cable system connecting Maryland and County Cork, Ireland. The system carries a design capacity exceeding 320 terabits per second and is slated to enter service in…
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Cloud & Edge Computing
1,540 words 7 min read
The rapid evolution of cloud infrastructure and the proliferation of edge computing nodes have created a paradigm shift in how organizations approach data processing, latency-sensitive applications, and distributed workloads. As 5G…