Cloud Services

Anthropic

2026-09-07 07:48:17

Anthropic Signs 14.8GW of Compute in 11 Months, Potential Cost $517B

According to a report from The Information, Anthropic has signed new compute capacity agreements totaling at least 14.8GW over the past 11 months, with potential costs reaching up to $517 billion. Combined with 1-2GW locked in before October last year, the company's total committed compute capacity now stands at approximately 16GW. This expansion is primarily driven by demand for its Claude AI model, with the growth of Claude Code and Cowork products exceeding expectations. Key partners include Amazon (up to 5GW), Google and Broadcom (5GW combined), Microsoft and NVIDIA (about 1GW total). Anthropic also leased the entire compute capacity of SpaceX's Colossus 1 data center, securing over 220,000 NVIDIA GPUs including H100, H200, and GB200 models. Many contracts extend beyond 2030. For comparison, OpenAI aims to reach 30GW by 2030 with cumulative spending of around $750 billion. The $517 billion figure represents the maximum potential cost under current contracts, with some capacity possibly being deferred or unused, and some contracts including early termination clauses.

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AWS

2026-08-31 14:32:40

AWS plans Saudi cloud region launch in 2026 with investment above $5.3 billion

Amazon Web Services plans to launch a new cloud service region in Saudi Arabia in 2026, with total investment set to exceed $5.3 billion, according to Techub News, which cited Crypto Briefing. The brief report said the move is intended to speed up digital transformation in the region, raise local technical skills, and intensify competition in the cloud services market. No additional timeline details, product scope, or operational milestones were disclosed in the source item. The update was categorized under market analysis and published by Techub as a short news alert.

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Chunghwa Tele

2026-08-28 07:13:54

Former Chunghwa Telecom engineer indicted over cloud billing scheme tied to LAB Space

Taipei prosecutors have indicted a former engineer at Chunghwa Telecom, accusing him of abusing internal maintenance privileges to keep a cloud account used by his own company, LAB Space, in a non-billing state for nearly six years. Prosecutors said the setup let the account avoid regular fee calculation and invoice generation from 2017 until the issue was uncovered during a cloud billing review in February 2023, leaving Chunghwa Telecom short at least NT$33 million in service fees. The case was first detailed by ETtoday News Cloud. According to the indictment, the engineer had worked in the telecom operator’s cloud data center maintenance unit and also served as the de facto head of LAB Space. Prosecutors said he used an official account intended for testing and customer-environment simulation to change the billing setting. Before the matter surfaced, he allegedly forged a notice in Chunghwa Telecom’s name claiming an upcoming server migration could briefly interrupt websites, an apparent move to buy time and calm client concerns. The report says LAB Space took on website development projects for institutional and corporate clients while using Chunghwa Telecom’s resources. Prosecutors charged the former engineer with breach of trust, offenses related to unauthorized computer use, and document forgery.

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Moonshot AI

2026-08-26 09:47:25

Moonshot AI explores K3 service partnerships with Microsoft, Amazon and Google

Chinese AI company Moonshot AI is in talks with Microsoft, Amazon and Google over potential partnerships tied to its K3 service, according to Tech in Asia, as cited by Techub News. The company is seeking a revenue-sharing arrangement that could give it as much as 30% of income generated from the service. K3 is Moonshot AI’s open-weight model, built to give developers a customizable and optimizable AI foundation model. The discussions also cover possible integration of K3 into the cloud service platforms operated by the three tech companies. The report did not disclose whether any agreement has been reached, the structure of the potential deals beyond the revenue split target, or a timeline for deployment.

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OpenAI

2026-08-25 19:29:48

OpenAI Data Center Executive Chris Malone Leaves as Stargate Effort Hits Early Snags

ChainCatcher said Chris Malone, a key OpenAI executive in charge of data center construction, left the company last week. The report added that Malone had overseen the Stargate project, which got off to a rough start, prompting OpenAI to shift toward working with cloud service providers. OpenAI is now using leased full data center facilities to build out its infrastructure. The company is also going through management changes as it prepares for a 2027 IPO, with several executives having left recently. The report said computing infrastructure spending is expected to reach $750 billion by 2030.

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Digitimes

2026-08-25 06:37:47

Digitimes says major cloud providers may shift focus to efficiency in H2 2026

Research firm Digitimes said major cloud service providers are expected to place greater emphasis on operational efficiency and financial discipline in the second half of 2026 as AI-driven infrastructure spending continues to surge. The note points to strong recent growth across the sector: Amazon, Alphabet and Microsoft posted a combined $106.3 billion in second-quarter cloud revenue, with annual growth accelerating to 43%. Digitimes also said those companies are expected to raise total capital expenditure to $745 billion. The update highlights how heavy AI infrastructure investment is shaping spending priorities for the largest cloud platforms while pushing management teams to pay closer attention to returns and cost control.

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Microsoft

2026-08-20 11:18:02

Microsoft Azure AI wins adoption from Adobe, TikTok and Perplexity

Microsoft’s Azure AI cloud service has been adopted by several major technology companies, including Adobe, TikTok and AI search firm Perplexity, according to Techub News, citing Crypto Briefing. The report said these companies have become key customers of Azure AI. It also framed the move as part of Microsoft’s strategic shift toward enterprise services. In the same report, that shift was described as one that could reshape the industry landscape. No additional operational details, contract terms or deployment timelines were disclosed in the source digest.

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Microsoft

2026-08-14 03:48:20

Microsoft Closed at Least 15 China Units in Five Years, Stays for AI Cloud Revenue

Microsoft has shut down at least 15 branches and joint ventures in China over the past five years amid US-China tensions, Beijing's push for domestic software alternatives, and US export controls, according to Reuters. The company considered exiting the Chinese market in 2023, with some executives arguing it was "taking on excessive geopolitical risk for limited economic returns," but ultimately decided against it. Microsoft disclosed in 2024 that China accounted for only about 1.5% of its global revenue. The company chose to stay after finding a profitable path: providing Azure cloud and AI services to Chinese firms expanding overseas, including ByteDance and Shein. Analysts, however, question the sustainability of this model as it relies on third-party models like OpenAI while Chinese companies increasingly adopt domestic alternatives such as Kimi, which offer comparable performance at lower cost.

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