#Cloud Computing
50 articles with this tag

AI Data Centers & Consumer Stocks Roar on Wall Street
CoreWeave's AI demand surge and Super Micro's strong earnings lead pre-market movers, while Cava and H&R Block also see significant stock gains.

Benchmark's Eric Vishria on AI's Future
Benchmark's Eric Vishria discusses AI's impact on SaaS, lessons from cloud adoption, and the future of compute.

Superconductor's Arjun Singh on Multiplayer Agentic Engineering
Arjun Singh of Superconductor shares crucial lessons on multiplayer agentic engineering, focusing on seamless team-AI collaboration and efficient workflows.

Amazon Hits $3T; Apple's Subscription Shift
Amazon's market value tops $3T amid AI surge, Alibaba's Qwen model rivals Anthropic, and Apple leans into subscriptions.

Turbopuffer CEO on AI, Databases, and Startup Growth
Turbopuffer CEO Simon Eskildsen discusses his journey from early web development to founding an AI infrastructure company, touching on engineering challenges and the impact of AI on hardware demand.

AWS AI Fuels Amazon's Q2 Surge
AWS revenue surged 36.7% in Q2, with Andy Jassy crediting AI and core services for the acceleration. The cloud giant's AI business now exceeds $25B.

Microsoft Soars, Meta Plummets on Earnings
Microsoft's stock soars on AI traction and cloud growth, while Meta's AI bets falter. Qualcomm faces cost headwinds. Apple's CEO transition looms.

Iceberg Unites Snowflake and Google Cloud
Snowflake and Google Cloud are integrating via Apache Iceberg, creating a federated, AI-ready data lakehouse with unified governance and programmatic access for intelligent agents.

Together AI Refines Model Deployment
Together AI details its capacity-aware routing architecture for dedicated model inference, enabling dynamic deployments, A/B testing, and efficient scaling.

NorthStar Anesthesia's rapid app development
NorthStar Anesthesia built a critical scheduling app for 3,000 clinicians in weeks using Databricks Apps.

Snowflake Adaptive Compute Boosts Price Performance
Snowflake's Adaptive Compute now offers up to 30% better price-performance for variable AI and data workloads across AWS, Azure, and GCP.

Hugging Face Scales Infrastructure to Serve 3 Million Models
Arek Borucki from Hugging Face discusses how the platform scaled its infrastructure to serve millions of AI models and users, detailing architectural decisions and database optimizations.

Whatnot's Data Engine Fuels Hyper-Growth
Whatnot details its hyper-growth data strategy using Snowflake, moving to modular data stacks and AI-powered analytics for real-time insights.

AI Data Centers Face Power Crunch
AI's massive power demands are straining electrical grids, forcing a 'power-first' approach to data center development to avoid costly delays.

Snowflake Integrates Claude Opus 5
Snowflake Cortex AI now integrates Anthropic's Claude Opus 5, bringing advanced AI reasoning to enterprise data clouds for complex analysis and content generation.

Databricks' AI Vending Machine
Databricks unveils its 'Field Engineering Vending Machine' (FEVM), a self-serve app for on-demand infrastructure provisioning, enabling agent-first workflows and tackling scaling challenges.

Databricks Simplifies AI Agent Tasks
Databricks introduces a native solution using Lakebase Postgres to simplify the orchestration of complex AI agent workloads, enhancing efficiency and observability.

AI Agents Evolve: From Harnesses to Autonomous Claws
Mastra CEO Sam Bhagwat discusses the evolution of AI agents from LLMs to autonomous 'Claws,' the shift to cloud-based systems, and the inevitable market shakeout.

AI Data Centers Face Storage Crunch
AI data centers face a pressing storage density problem, with new SSDs and integrated systems offering a path to greater capacity and performance.

Snowflake's CoCo aims for enterprise AI trust
Snowflake unveils CoCo, a new platform aimed at enhancing trust and governance for enterprise AI deployments.

Glaspoort Branches Databases Like Code
Glaspoort uses Databricks Lakebase to branch databases like code, adopting CI/CD practices with ephemeral branches from production for rigorous testing.

AMD Helios Powers Azure AI Inference
Microsoft is deploying AMD's Helios AI inference platform on Azure, integrating new EPYC CPUs and Instinct GPUs to power frontier models and AI services.

Microsoft Bulks Up Azure AI with AMD
Microsoft deepens its AI infrastructure capabilities by integrating AMD's latest processors and platforms into Azure for enhanced performance and efficiency.

AI Inference Costs: Build vs. Rent
Thiyagarajan Maruthavanan argues that the high and unpredictable costs of rented AI inference, coupled with control and auditability issues, necessitate building proprietary infrastructure, especially for post-PMF startups and enterprises.

AI Unit Economics: Finance's New Frontier
AI agents are revolutionizing tech finance, demanding new approaches to margin protection and real-time financial control.

Cushman & Wakefield's AI Foundation
Cushman & Wakefield built a scalable enterprise AI core by embedding tech in business units, fostering trust, and using Databricks to cut idea-to-outcome times.

Amazon Earnings: Q2 2026 Date Set
Amazon sets July 30th for its Q2 2026 earnings release and subsequent investor conference call.

99.9% Uptime: What It Really Means for AI Inference
Achieving 99.9% uptime for AI inference means surviving data center failures, demanding active multi-facility traffic and direct infrastructure control.

AWS AI Inflection Point
AWS's new Compute and ML Services leader, Dave Treadwell, sees AI as the biggest inflection point in tech history and is ready to scale infrastructure.

Snowflake, ICF Modernize Federal Health Data
Snowflake and ICF modernized a federal health program's data infrastructure, cutting costs by 80% and improving data processing speeds.

Together AI Boosts GPU Cluster Uptime
Together AI introduces major reliability and control upgrades for its GPU Clusters, including automated node repair and enhanced operational oversight.

Dave Treadwell Takes Helm at AWS Compute & ML
Dave Treadwell takes over AWS Compute and ML Services from departing veteran Dave Brown.

The AI 'Reverse Information Paradox'
Satya Nadella highlights the 'Reverse Information Paradox AI', where firms risk proprietary knowledge to use AI, demanding new trust boundaries.

Agentic Marketing's Data Foundation
Agentic marketing's future relies on a modern data foundation, with companies like Acxiom achieving significant performance gains and workflow acceleration.

Uber's GitFarm Solves Monorepo Woes
Uber's GitFarm platform revolutionizes monorepo management by offering Git-as-a-Service, slashing clone times and resource usage.

Meta Explores AI Infrastructure Rentals Amidst Denza Z Launch
Meta Platforms is reportedly considering renting out its AI infrastructure, while China unveils its powerful Denza Z luxury supercar.

OpenAI GPT 5.6 Lands on Snowflake
Snowflake integrates OpenAI's advanced GPT 5.6 models into its Cortex AI platform, enabling enterprises to deploy sophisticated AI applications securely.

Modal CTO on the 100,000 Sandbox Problem
Modal CTO Akshat Bubna discusses the "100,000 Sandbox Problem" and Modal's approach to scalable, flexible LLM inference infrastructure.

OpenAI's Abhishek Bhardwaj on Agent Sandboxes
OpenAI's Abhishek Bhardwaj discusses designing secure, functional computer sandboxes for AI agents to tackle diverse tasks efficiently.

Synapse to Databricks: The Migration Playbook
Moving from Azure Synapse to Databricks offers a unified Lakehouse, streamlining analytics and AI workloads while cutting costs and complexity.

GitHub Availability Dips in June 2026
GitHub reports six availability incidents in June 2026, detailing progress and setbacks in migrating services from its monolith.

Together AI Offers Predictable Inference
Together AI introduces Provisioned Throughput, offering reserved inference capacity for open models with token-based pricing and a 99% uptime SLA.

Snowflake's AI Cost Controls
Snowflake is embedding AI into its cost management tools, offering granular visibility and new governance features like per-user quotas to control burgeoning AI spend.

Amazon's $30B Georgia Bet: AI, Jobs, and Economy
Amazon's $30B Georgia investment fuels job growth, AI infrastructure, and small business opportunities.

Databricks Auto Upgrades debut
Databricks Auto Upgrades automates the deployment of new lakehouse table features, enhancing performance and reliability without manual intervention.

High AI Capex Demand a Multi-Year Cycle, Say Experts
Industry experts highlight a multi-year cycle of high AI capital expenditure demand, driven by Apple's cloud AI shift and the rise of specialized AI startups amid evolving market dynamics.

AI Infrastructure: The Speed Problem
AI adoption is bottlenecked by slow, costly infrastructure. Companies need 'agentic speeds infrastructure' for autonomous AI to succeed.

Amazon's Louisiana Data Center Push
Amazon doubles down on Louisiana with billions in data center investment, job creation, and community support.

Databricks Tackles GPU Woes
Databricks details its multi-stage approach to ensuring GPU reliability for AI workloads, tackling crashes, slowdowns, and corruption.
Databricks tags dbt pipelines
Databricks Query Tags enhance dbt pipelines with granular cost attribution and performance insights, making resource usage transparent.