Tencent has proposed a new semantics-aware vCPU scheduling approach for KVM Linux virtual machines that shows dramatic performance improvements. The technology delivers up to 47.1% better performance for certain workloads by being smarter about how it handles CPU contention between VMs.
CoreWeave, the AI infrastructure darling, faces $11 billion in debt and $34 billion in lease payments while burning cash. The company’s massive liabilities could make it the first domino to fall if the AI boom slows. Everyone’s watching Monday’s earnings for signs of whether the math adds up.
Microsoft is rolling out expanded EU data processing capabilities and local AI features to address European sovereignty concerns. The moves come as US cloud providers face increasing scrutiny under Trump’s administration and the CLOUD Act. Critics argue these measures don’t provide true sovereignty
Google’s agentic Deep Research feature in Gemini now integrates with Workspace data including Gmail, Drive, and Chat. The feature launched in December 2024 alongside Gemini 2.0 and was recently updated for higher-quality reports. It’s now available on desktop with mobile support coming soon.
Google is planning a major AI data center on Christmas Island, a tiny Australian territory in the Indian Ocean. The facility is part of a cloud computing agreement with Australia’s Department of Defence signed in July 2025. The island is strategically positioned for monitoring Chinese naval activity
Perplexity has developed software that makes massive AI models practical on cheaper, older hardware. Their optimizations specifically target Amazon’s Elastic Fabric Adapter networking technology. This could democratize access to cutting-edge AI models.
Microsoft, Alphabet, Meta, and Amazon plan to spend roughly $370 billion on capital expenditures in 2025, mostly on AI infrastructure. This unprecedented investment accounted for nearly all US GDP growth in early 2025, but accounting tricks and upgrade cycles could threaten the boom.
Google’s second attempt to buy cloud security company Wiz appears to be moving forward after the Department of Justice cleared the $32 billion acquisition. The deal still faces scrutiny from international regulators before it can officially close. This would be Google’s largest acquisition ever if c
Amazon CEO Andy Jassy says recent layoffs were about culture, not finances or AI. The company is buying “a lot of Nvidia” hardware while building its own Trainium chips and expanding AWS capacity dramatically.
Sony just transformed the PlayStation Portal from a remote play accessory into something closer to a true handheld. The device can now stream digital PS5 games you own directly via cloud, no console required. It’s a major upgrade, though still limited to PS Plus Premium subscribers.
