SAP’s cloud is still booming, and that was enough to calm the AI-doom fears

SAP gave investors the number they wanted. Europe’s biggest software company said cloud revenue grew 22% to €6.28 billion in the second quarter, beating forecasts, SAP announced. Its cloud backlog [...]

The AI pricing paradox: AI PCs might be the answer to spiralling cloud costs for some, but that doesn't mean cloud computing's days are numbered

Cloud AI pricing is shifting toward consumption and outcomes, and AI PCs are becoming more expensive – how does the hybrid future look? [...]

The AI cloud is heading into the vault. CoreWeave is taking it to the spies.

The AI cloud is heading into the vault. CoreWeave rents high-end GPUs to the biggest AI labs. Now it wants to run that same cloud inside the sealed facilities where America keeps its secrets, with the [...]

Anthropic locks in $10 billion of compute from Volta, a cloud startup that didn't exist six months ago

Anthropic is locking in $10 billion worth of computing capacity from Volta Infra Holdings, a cloud startup that's only a few months old.<br /> The article Anthropic locks in $10 billion of [...]

Mistral AI wants to build 1 gigawatt of European compute by 2030 — and lock in customers now.

Mistral AI wants to turn European AI sovereignty from a talking point into a product — one with a service-level agreement attached.The French artificial intelligence company announced Tuesday a thre [...]

Qwen3.8-27B runs frontier-class coding agents and reasoning locally, no cloud API required

The biggest AI model release of the past few days, at least among the developers and AI power users on social media, wasn't a frontier cloud model from OpenAI, Anthropic or Google.It was a 27-bil [...]

IBM’s next-gen mainframe chip is the first to run Arm and Z workloads on the same cores

IBM is announcing today at the annual Hot Chips conference what may be the most consequential change to mainframe architecture in decades: a processor whose cores can natively execute both IBM's [...]

Coder launches Agent Relay with SpaceXAI, running Cursor’s cloud agents on customer infrastructure

Coder has announced Agent Relay, a self-hosted execution environment that lets Cursor’s cloud agents run inside a customer’s own infrastructure, with SpaceXAI as launch partner and the product in [...]

Microsoft Fabric reaches the US government cloud, with general availability from October

Microsoft has launched its Fabric data platform in Government Community Cloud High on public preview, with general availability from 1 October, pitched at agentic AI workloads. Europe has no equivalen [...]