CLOUD AND AI NETWORKING Fast-track connectivity, capacity, and success
Fast-track connectivity, capacity, and success

Anthropic

IBM to Acquire Confluent for Real-Time Enterprise AI

IBM to Acquire Confluent for Real-Time Enterprise AI
IBM has agreed to acquire Confluent for $31 per share in cash, signaling a decisive move to make real-time, governed data the backbone of generative and agentic AI across hybrid cloud environments. The transaction values Confluent at an enterprise value of roughly $11 billion, with closing targeted by mid-2026 pending

AWS invests $50B in federal AI infrastructure

AWS invests B in federal AI infrastructure
Amazon Web Services plans a sweeping expansion of classified and government cloud capacity to accelerate AI and high‑performance computing for U.S. agencies. AWS will invest up to $50 billion starting in 2026 to deliver purpose‑built AI and HPC infrastructure for federal customers. The buildout spans AWS Top Secret, AWS Secret,

Trump administration might not fight state AI regulations after all

Trump administration might not fight state AI regulations after all

Nvidia $57B revenue fuels AI infrastructure boom

Nvidia B revenue fuels AI infrastructure boom
Nvidia’s latest quarter signals that AI infrastructure spending is not cooling and is, in fact, broadening across clouds, sovereigns, and enterprises. Nvidia delivered $57 billion in revenue for the quarter, up more than 60% year over year, with GAAP net income reaching $32 billion; the data center segment accounted for

Google Invests $40B in Texas AI Data Centers

Google Invests B in Texas AI Data Centers
Alphabet’s Google will spend $40 billion to build three AI-focused data centers in Texas, signaling that power access and grid proximity now define hyperscale strategy more than any single technology feature. The build spans one campus in Armstrong County in the Texas Panhandle and two in Haskell County near Abilene,

Jeff Bezos Returns as Co-CEO of Project Prometheus AI

Jeff Bezos Returns as Co-CEO of Project Prometheus AI
Jeff Bezos is stepping back into day-to-day operations as co-CEO of Project Prometheus, a new AI company reportedly funded with $6.2 billion to build “AI for the physical economy.” Project Prometheus will be co-led by Bezos and Vik Bajaj, an operator-scientist with leadership experience at Google X, Verily, and Foresite

AI Data Centers: How Much Renewable Energy?

IEA: 0B will go to data centers, surpassing oil. Can solar, storage, and new microgrids deliver 24/7 carbon-free power for the AI boom?
Renewables are emerging as the default option for new AI campuses, but the share that is truly carbon-free around the clock will hinge on siting, storage, and market design. Annual REC matching is no longer sufficient for leading buyers; the bar is shifting toward hourly, 24/7 carbon-free energy matching initiatives.

Anthropic invests $50B in U.S. AI data center infrastructure

Top Trends Reshaping Fiber, Data Centers, and Telecom
Anthropic will spend $50 billion on U.S.-based AI data centers, signaling a rapid new phase for domestic compute capacity with direct consequences for power, fiber, and cloud interconnects. Anthropic plans a multi-year, $50 billion program to develop custom data center campuses in the United States, beginning with Texas and New

Google AI chips: 4x TPU boost and Anthropic deal

Google AI chips: 4x TPU boost and Anthropic deal
Google has unveiled next‑generation TPU accelerators with up to a 4x performance boost and secured a multiyear Anthropic commitment reportedly worth billions, signaling a new phase in AI infrastructure competition. Google introduced new Tensor Processing Units that deliver roughly four times the performance of prior generations for training and inference

SoftBank-OpenAI JV launches localized enterprise AI in Japan

SoftBank-OpenAI JV launches localized enterprise AI in Japan
SoftBank and OpenAI have formed SB OAI Japan, a jointly owned entity that will commercialize “Crystal intelligence,” a bundled enterprise AI offering focused on management and operations in Japan. The venture will combine OpenAI’s enterprise-grade models and tooling with localization, integration, and support led by SoftBank in-market. Crystal intelligence is

Apple Siri to use Google Gemini AI for $1B

Apple Siri to use Google Gemini AI for B
Apple is reportedly nearing a deal to license Google’s Gemini for Siri, a move that would reshape assistant architectures and near-term AI roadmaps across devices and networks. Multiple reports indicate Apple is close to licensing a custom version of Google’s Gemini model, reportedly at a scale of around 1.2 trillion

OpenAI–AWS $38B AI Compute Deal

OpenAI–AWS B AI Compute Deal
OpenAI has signed a multi‑year, $38 billion capacity agreement with Amazon Web Services (AWS) to run and scale its core AI workloads on NVIDIA‑based infrastructure, signaling a decisive shift toward a multi‑cloud strategy and intensifying the hyperscaler battle for frontier AI. The agreement makes OpenAI a direct AWS customer for
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