- News
Alpic's $6M to Build MCP-Native Cloud Infrastructure
Partech-backed Alpic is building a cloud platform designed from the ground up for AI agents, not the software humans operate.
- News
OVH Acquires Gladia to Bring Voice AI In-House
Europe's largest cloud provider enters talks to buy French voice AI startup Gladia: 300k developers, 2k enterprise clients, 100+ languages.
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Alphabet Raises $84.75 Billion for AI Infrastructure
Google's parent company raises $84.75 billion in equity, its largest capital raise ever, to fund AI compute infrastructure at unprecedented scale.
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Google Cloud Hits $20B as Alphabet AI Revenue Grows 800%
Alphabet reports $109.9B in Q1 2026 revenue. Google Cloud crosses $20B quarterly for the first time, with AI product revenue up 800% year-over-year.
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Microsoft AI Revenue Hits $37B, Up 123% Year on Year
Microsoft Q3 2026 earnings show AI revenue run rate at $37B, up 123% year-over-year. Here's what these numbers mean for the rest of us.
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OpenAI-Microsoft Exclusivity Ends: What Enterprises Gain
Microsoft loses exclusive access to OpenAI's models in a landmark deal revision. Enterprise buyers can now access OpenAI through Amazon, Google, and beyond.
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OpenAI Pivots to Amazon as Microsoft Ties Show Strain
An internal OpenAI memo reveals 'staggering' enterprise demand through Amazon while Microsoft has 'limited' the company's ability to reach clients.
- News
Amazon Logs $15B AWS AI Run Rate, Plans $200B Capex
Andy Jassy's annual shareholder letter reveals AWS AI revenue topped $15B in Q1 2026 and Amazon plans $200B capex, mostly AI infrastructure.
