Cloud storage firm Backblaze has started publishing network traffic reports, and the data from Q4 2025 is telling. It shows a significant spike in traffic to and from ‘neocloud’ AI compute providers, suggesting a fundamental shift in how data moves across the internet.
XGS Energy, an enhanced geothermal firm backed by Meta, has secured a critical supply chain partnership with Vallourec. The deal is for tubulars needed to build a 150MW project in New Mexico, with construction set to start this year to power Meta’s data centers. This marks a significant step in usin
AI search startup Perplexity has signed a three-year, $750 million agreement to use Microsoft’s Azure cloud. Despite the huge deal, the company clarified that Amazon Web Services remains its “preferred” cloud infrastructure provider.
Amazon is negotiating a staggering $50 billion investment in OpenAI, part of a $100 billion funding round that would value the AI firm at $830 billion. This comes just after Amazon confirmed plans to lay off 16,000 workers, raising serious questions about its strategy.
Amazon CEO Andy Jassy and OpenAI’s Sam Altman are reportedly in direct talks for a massive investment. The deal, which could be signed in weeks, may include commitments to use Amazon’s AI chips.
TikTok confirmed service issues were caused by a power outage at a US data center. The disruption comes just days after the formalization of TikTok USDS Joint Venture LLC, its new US-based entity with Oracle as a 15% owner.
OpenAI has hired the three co-founders of the AI coaching tool Convogo, according to a report. The move continues a trend of the company absorbing teams and shutting down their products to bolster its own ecosystem.
A hyperscale data center called Project Jupiter is planned for the New Mexico desert, backed by $165 billion in bonds. But its massive thirst for water and power from gas-fired plants is sparking a major environmental fight.
DoiT is expanding its cloud cost optimization tools into the data platform arena with the acquisition of Select. The move aims to give customers visibility and automated control over their Snowflake spending, a major and often opaque cost center.
Microsoft has completely abandoned its controversial plan to impose strict daily recipient limits on Exchange Online mailboxes. The company faced significant pushback from customers who said the 2,000-recipient cap would break legitimate business workflows and integrations.
