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Cloud Computing 10 March 2026 - 26 April 2026

Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next

Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next

Blackstone Inc. and Related Digital have locked down financing for the $16 billion Oracle data center campus planned for Saline Township, Michigan, bringing new private capital to one of the largest U.S. AI infrastructure builds. According to the companies, the financing structure pulls in equity from Related Digital and Blackstone-linked funds, with fixed-rate, long-term debt provided by funds and accounts overseen by PIMCO.
26 April 2026
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Microsoft vs Oracle vs Google Stock: Price Forecasts Reveal a Split in the AI Cloud Race

Microsoft vs Oracle vs Google Stock: Price Forecasts Reveal a Split in the AI Cloud Race

Investors are zeroing in on Microsoft, Oracle, and Alphabet as the week kicks off, trying to figure out which AI cloud player warrants its hefty price tag now. Alphabet sits near all-time highs; Microsoft’s got the obvious earnings driver; Oracle, meanwhile, faces pointed questions on funding after securing new backing for that Michigan data-center campus tied to its AI bet.
26 April 2026
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Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta Platforms Inc landed a multiyear agreement to tap Amazon Web Services’ Graviton5 CPUs, handing Amazon a major win in the custom-chip space and supplying Meta with fresh horsepower for its AI expansion. According to an AWS executive speaking to Reuters, the deal is valued in the billions and will span “tens of millions of cores.”
24 April 2026
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CoreWeave CEO’s $35.8 Million Stock Sale Tests AI Cloud Rally

CoreWeave CEO’s $35.8 Million Stock Sale Tests AI Cloud Rally

CoreWeave CEO Michael Intrator unloaded roughly $35.8 million worth of Class A stock this week, according to an SEC filing, spotlighting insider moves at the Nvidia-backed AI cloud outfit following a big climb in its share price. Intrator sold 307,693 shares on April 21, with weighted average prices between $114.71 and $120.33. The trades were executed through a Rule 10b5-1 plan set up back in November—one of those advance trading programs executives use to time their sales.
24 April 2026
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IBM Earnings Today: Red Hat, Confluent and AI Risk Put a $15.6 Billion Quarter in Focus

IBM Earnings Today: Red Hat, Confluent and AI Risk Put a $15.6 Billion Quarter in Focus

International Business Machines Corp. is set to report first-quarter results on Wednesday. This time, the Street isn’t so focused on revenue growth itself—attention is shifting to software performance and whether the early completion of its $11 billion Confluent acquisition will be enough to lift guidance for 2026.
22 April 2026
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Amazon to Invest Up to $25 Billion More in Anthropic as Claude Maker Commits $100 Billion to AWS

Amazon to Invest Up to $25 Billion More in Anthropic as Claude Maker Commits $100 Billion to AWS

Amazon on Monday pledged as much as $25 billion in fresh investment for Anthropic, tightening its relationship with the Claude AI maker. Anthropic, in turn, is on the hook to spend north of $100 billion on Amazon Web Services over the next ten years. The arrangement kicks off with $5 billion up front, while the remaining $20 billion depends on hitting certain commercial targets. That’s all in addition to the $8 billion Amazon has already put into Anthropic.
21 April 2026
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CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

Meta Platforms is deepening its relationship with CoreWeave, locking in a fresh $21 billion deal for AI cloud computing through 2032. The expanded pact, announced Thursday, further cements the two firms’ infrastructure ties in the rapidly shifting AI sector. CoreWeave shares climbed roughly 3.4% to $92 in U.S. after-hours trading.
9 April 2026
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NVIDIA Corporation Faces Fresh Slurm Scrutiny After SchedMD Deal Raises AI Control Fears

NVIDIA Corporation Faces Fresh Slurm Scrutiny After SchedMD Deal Raises AI Control Fears

Nvidia Corp is under the microscope again after a Reuters piece spotlighted worries among AI and supercomputing pros that its acquisition of SchedMD might steer Slurm—the job-scheduling software widely used on large computing clusters—toward favoring Nvidia hardware. In response last week, Nvidia said its customers “benefit from our open source and free software” and pledged ongoing support and upgrades for Slurm for all users.
7 April 2026
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Google Closes $32 Billion Wiz Deal in Big Bet on Cloud and AI Security

Google Closes $32 Billion Wiz Deal in Big Bet on Cloud and AI Security

Google has wrapped up its $32 billion purchase of cloud and AI security player Wiz, the company said Wednesday, sealing Alphabet’s largest-ever deal and folding the New York-based firm into Google Cloud. Wiz is set to retain its brand. The firm will still work with clients using competing platforms like Amazon Web Services, Microsoft Azure, and Oracle Cloud, according to Google.
11 March 2026
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Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon’s cloud division on Tuesday said it’s working with customers to shift defense work—specifically projects linked to Pentagon contracts—away from Anthropic’s Claude. Those jobs are getting migrated to other AI models available on AWS. According to an Amazon spokesperson, Claude remains an option for everything else that’s not Pentagon-related.
10 March 2026
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