#Cloud Computing

Eon Co-Founders on AI, Data Infrastructure & Security

Eon co-founders Ofir Erlick and Gonen Stein discuss the critical need for new data infrastructure in the AI era, the security risks posed by AI agents, and the evolving enterprise data landscape.

IBM and Arm Forge Dual-Architecture Processor for Enterprise

Warp's Safia Abdalla on Building Cloud AI Agents

Safia Abdalla of Warp discusses building cloud AI agents, emphasizing developer workflow adaptation, complexity abstraction, and the power of an open API.

Microsoft Unveils TokenOps for AI Agent Cost Control

Microsoft introduces TokenOps, a run-aware governance system for AI agents to control token spending and move from 'token maxing' to 'value maxing'.

AI Agents Need Budgets, Not Just Tokens

Anthropic's Sachin Malhotra argues that AI agents in production need budgets, not just broad tokens, proposing primitives like asymmetric verbs, rate limits, and tripwires.

Meta's Massive Microsoft AI Spend Revealed

Meta is spending hundreds of millions annually on Microsoft's Azure for AI services, consuming trillions of tokens for coding assistance.

Docker's Tushar Jain on AI Agent Autonomy and Safety

Docker's Tushar Jain outlines the critical need for safety in autonomous AI agents, introducing a new runtime approach for secure, scoped, and intent-based access.

AWS Courts Students for Cloud and AI Careers

AWS launches Student Rewards, offering students free cloud and AI training, credits, and certification vouchers valued up to $579.

Neoclouds: AI's New Infrastructure Play

Neoclouds, born from crypto mining, are repurposing infrastructure for AI compute, driving rapid growth but facing profitability hurdles.

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 Cortex AI Adds Claude Opus 5 for Enterprise

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.