Google is not losing the AI race, Pichai tells doubters as cloud jumps 82%

Sundar Pichai spent Alphabet’s Wednesday earnings call doing something he is not used to doing: arguing that Google is not, in fact, falling behind in artificial intelligence. Analysts wanted to kno [...]

Alphabet lifts capex guide to $205bn as Google Cloud jumps 82%

Alphabet went into its second-quarter results on Wednesday carrying one question louder than the rest: whether the tens of billions it is funnelling into AI infrastructure has started to earn its keep [...]

Amazon Luna boss thinks rising hardware prices could push more hardcore gamers to cloud gaming — 'You're going to see more people that are priced out of the market'

Amazon's GM of gaming thinks the rising cost of consoles and PC components could push more hardcore gamers towards cloud streaming. [...]

Xbox is testing free, ad-supported cloud gaming

Microsoft is borrowing from the GeForce Now playbook with an ad-supported cloud streaming test. [...]

Microsoft launches new in-house AI models it says cut costs up to 89% versus OpenAI

Microsoft AI released two new in-house models into public preview on Wednesday — MAI-Image-2.5-Pro, its highest-fidelity image generator to date, and MAI-Voice-2-Flash, a speech model built for high [...]

AI vendors are switching from subscriptions to consumption pricing. AI PCs are the hedge.

The AI pricing model is shifting. Major software vendors are moving away from per-seat subscriptions toward token consumption or outcome-based pricing for AI features. The flat-rate subscriptions that [...]

Act Security Emerges From Stealth With $60M to Reduce Cloud Access Risk

Act Security has emerged from stealth with $60 million in funding and a cloud security platform designed to reduce the access paths that allow attackers to move through enterprise infrastructure. Foun [...]

How cloud architecture is reinventing primary storage for the AI era

In modern cloud environments, primary storage determines how effectively AI can scale. [...]

Nscale owns the power and the data centres. For ~$1.65bn, it just bought the software too.

Nscale, the London AI-cloud company that owns its own power and data centres, is buying its way up the stack. It has agreed to acquire Anyscale, the startup behind the widely used Ray software. Bloomb [...]