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.
NextNow / Archive
Topic: Cloud Computing
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.
NextTech
Developing
Microsoft Tests Fix as Exchange Online Outage Disrupts Outlook
Microsoft says Exchange Online mail flow and search have recovered after an authentication-linked outage, while validation continues across other Microsoft 365 services.
NextTech
Analysis
Lambda’s $926 Million Loan Turns AI Compute Into an Asset Class
The $926 million facility is tied to infrastructure for an investment-grade customer, blending cloud demand with structured finance.
NextTech
Developing
Amazon Adds 2 Million Nvidia GPUs to AWS AI Buildout
The cloud provider will deploy Blackwell and Rubin chips in 2027 and 2028 as the companies extend their alliance across the AI stack.
NextTech
Developing
Alibaba Prices $10.2 Billion Share Sale for AI Buildout
Alibaba priced 710 million new shares at HK$112.70 each, with the Hong Kong placement expected to close Aug. 26 and all net proceeds earmarked for AI.
NextTech
Developing
Alibaba’s AI Cloud Revenue Jumps 45% as Profit Falls 75%
Alibaba’s June-quarter results show AI cloud and compute revenue climbing 45% as nearly $10 billion in capital spending and other factors pressure cash flow and profit.
NextTech
News Brief
Databricks Raises $5 Billion at a $190 Billion Valuation
The data and AI company says its revenue run rate has passed $7 billion, while the new capital will support databases, agents and acquisitions.
Now
News
Microsoft and Mistral Expand Partnership Around Sovereign AI
The multibillion-dollar agreement will add European computing capacity and allow Mistral models to run across cloud, customer-controlled and disconnected environments.
NextTech
Analysis
Amazon’s $220 Billion Buildout Makes AI Infrastructure the Strategy
Amazon raised its 2026 capital-spending plan by $20 billion as AWS growth accelerated, illustrating how the AI race is being fought through power, chips and long-lived physical assets.