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Google Cloud, a subsidiary of Alphabet that provides AI solutions for enterprises, performed strongly in the first quarter of 2026, with revenue exceeding $20 billion for the first time, an increase of 63% compared to the same period last year. Alphabet CEO Sundar Pichai told analysts during Wednesday’s first quarter earnings call that this growth … Continued
Yu Tian
Amazon has once again achieved a major victory with its self-developed chips. Last Friday, Amazon announced that Meta has signed an agreement to use millions of AWS Graviton chips to meet its growing AI demands. It’s worth mentioning that AWS Graviton is a CPU based on the ARM architecture, specifically designed for general-purpose computing tasks, … Continued
The development of AI is transforming the physical architecture of data center networks. For a long time, network expansion primarily relied on continuously increasing various infrastructure components: deploying more fiber optics, adding more connectors, installing more distribution panels, and extending more wiring pathways. When bandwidth demand grew steadily, this model was still applicable. However, when … Continued
Anthropic announced on Monday that Amazon has agreed to invest an additional $5 billion, bringing its total investment in Anthropic to $13 billion. In exchange, Anthropic has committed to spending over $100 billion on Amazon’s cloud service (AWS) over the next decade, gaining access to up to 5 gigawatts of new computing power for training … Continued
Nokia and Orange announced a new partnership to jointly develop and evaluate artificial intelligence wireless access network (AI-RAN) technology based on Nokia anyRAN 5G software and NVIDIA AI infrastructure. The collaboration aims to explore how emerging AI-RAN capabilities can enhance network performance, energy efficiency, and bring new services to Orange customers. Through a structured collaborative … Continued
In 2025, large-scale investments in AI infrastructure by mega-enterprises nearly tripled the shipment of 800G PAM4 chipsets, with sales growing by over double year-on-year. These investments continued to rise in 2026, prompting LightCounting to recently revise upward its forecasts for 800G and 1.6T optical transceiver shipments. The current projection indicates that 800G shipments will more … Continued
CoreWeave, the core cloud of AI ™, announced an expanded long-term agreement with Meta Platforms, Inc. to provide approximately $21 billion in AI cloud capacity by December 2032. Through this transaction, the two companies have continued their existing partnership and increased their support for Meta’s development and deployment of AI. This dedicated capacity will be … Continued
Anthropic announced that it has signed new agreements with Google and Broadcom to acquire multiple gigawatt level next-generation TPU capacities, expected to go live from 2027. The significant expansion of this computing infrastructure will power its cutting-edge Claude model. And it can help serve the enormous demand from global customers.Anthropic CFO Krishna Rao said, “This … Continued
Microsoft reaffirmed its commitment to Thailand, planning to invest over $1 billion in the next two years to build its cloud and AI data center infrastructure and support its ongoing operations in the country. The tech giant stated that it will rely on collaborations with leading enterprises in Thailand and globally to develop and operate … Continued
Corning, New York, March 11, 2026- Corning Inc. (NYSE: GLW) announced today its partnership with US Conec to become PRIZM ® The authorized party of TMT optical plug-in technology, this solution can accommodate more optical fibers in a more compact space inside the data center. PRIZM ® The addition of TMT technology expands Corning’s full … Continued
SpaceX has submitted an application to the Federal Communications Commission for approval to launch a constellation network consisting of up to one million solar powered satellites. The company stated that these satellites will serve as data centers for artificial intelligence. Grand vision: computing power and civilization leap forward The company’s application documents articulate a grand … Continued
Can any company, big or small, really shake Nvidia’s dominant position in the AI chip field? Perhaps not. But Amazon CEO Andy Jassy said this week that there are still hundreds of billions of dollars in revenue opportunities for companies that can even get a share of it. As expected, at the AWS re: Invent … Continued
