As terrestrial datacenters face energy and latency constraints, orbital computing emerges as a radical solution. But the physics of space present challenges that could stall this revolution before it reaches orbit.
Microsoft’s recent eight-hour Azure outage affected multiple services and businesses, highlighting the fragility of cloud-dependent operations. The incident follows closely on AWS’s outage, raising critical questions about cloud concentration risks.
Alphabet plans to triple capital expenditures to $93B by 2025 for AI infrastructure. Microsoft and Oracle join the spending spree, but investors worry about an AI bubble forming from massive datacenter investments.
Lambda is building one of the largest dedicated AI facilities in the Midwest, featuring over 10,000 NVIDIA Blackwell Ultra GPUs. This $500M+ investment signals a new approach to AI infrastructure that could reshape regional economies and computational economics.
In just 45 days, Taiwan’s Zettabyte transformed a legacy Chief Telecom data center from 20kW to 100kW+ liquid-cooled racks. This rapid retrofit signals a major shift in how data centers are adapting to AI’s power demands across Asia and beyond.
OpenAI’s dramatic restructuring transforms its relationship with Microsoft, creating a $135 billion partnership with exclusive technology rights until 2032. The new public benefit corporation structure could pave the way for an IPO while maintaining the original mission. This marks one of the most s
Google’s parent company Alphabet reported its first $100 billion revenue quarter while signaling a “significant increase” in capital expenditures for 2026. The AI infrastructure arms race is accelerating as cloud backlogs surge.
The data center revolution is reshaping industrial companies far beyond technology. Caterpillar’s 11% surge shows how traditional manufacturers are benefiting from infrastructure demand. Here’s why every company needs data center exposure.
Microsoft’s unprecedented $34.9 billion quarterly capital expenditure signals massive AI infrastructure buildout, but a simultaneous Azure outage reveals the challenges of scaling cloud reliability. The company faces pressure to demonstrate that record spending translates to stable returns.
Google Cloud’s $15.16 billion quarter demonstrates how AI infrastructure demand is reshaping the cloud computing landscape. The unit’s strong performance signals a potential shift in the long-standing cloud hierarchy dominated by AWS and Azure.
