NextTech
Developing
IREN shifts $4 billion AI cloud milestone into 2027
The target is a capacity run rate, not recognized revenue.
NextNow / Archive
Topic: Cloud Computing
NextTech
Rapid News Brief
Google Plans Agent Compute Engine Preview for AI Work
Rapid News Brief: Google outlines isolated agent infrastructure, with customer preview access planned for the coming months.
NextTech
Rapid News Brief
SAP Revenue Tops €10 Billion as Cloud Business Grows
Rapid News Brief: SAP’s cloud business expanded, with timing effects supporting revenue and annual operating profit guidance unchanged.
NextTech
Rapid News Brief
Nebius Opens Live GPU Pricing With Interruption Trade-Off
Rapid News Brief: Public GPU prices improve visibility, but preemptible capacity still carries interruption risks.
NextTech
Developing
Google Cloud Says London Outage Mitigated for Most Users
Google says the London disruption is mitigated for most customers, with engineers still addressing a small remaining impact.
NextTech
Developing
Modal Plans Nvidia Vera Support for AI Agent Sandboxes
Modal plans to add Nvidia’s Arm-compatible Vera processors while retaining Intel and AMD systems.
NextTech
Preview
Gartner Orlando Preview: AI Economics and Agent Access
Preview: Gartner’s Oct. 19–22 symposium links AI economics, executive leadership and cybersecurity questions.
NextTech
Preview
Microsoft Earnings Preview: Cloud Growth and Copilot
Preview: Microsoft’s Oct. 28 results will offer commercial context for enterprise AI buyers, not proof of customer productivity.
NextTech
Developing
Amazon and Qualcomm Link AI Chip Deal to Billion Warrant
A multigenerational Amazon partnership gives Qualcomm a path into AI data centers while tying potential equity ownership to future purchases.
NextTech
Data Story
AI Vendor Dependence Is Now a Board-Level Continuity Risk
Capgemini’s survey finds that most large organizations see total digital independence as unrealistic, even as technology concentration becomes a board concern.