AWS has increased the price of its GPU instances for machine learning by about 15 percent. The move, which happened over the weekend without warning, marks a significant shift from the company’s typical price reductions.
NASA has begun a massive, multi-year project to move its Earth science data archives to commercial cloud platforms. The migration, expected to run through 2026, aims to handle new high-volume missions and place data closer to powerful compute resources. By 2030, the archive is projected to hold over
Google is spending billions to secure power for its AI ambitions, buying energy firm Intersect. Meanwhile, Elon Musk’s xAI is also expanding its compute capacity. The race for AI infrastructure is hitting a hard wall: the electrical grid.
Octopus Energy has formally spun out its AI-powered utility platform, Kraken, in a deal that values the tech company at €7.3 billion. The move follows an €850 million funding round led by D1 Capital Partners and establishes Kraken as a fully independent entity.
Microsoft and NVIDIA used the 2025 Ignite conference to showcase a deep integration of their AI stacks. Key announcements included Blackwell GPUs on Azure, Omniverse libraries, and a link between NVIDIA’s NeMo and Microsoft Agent 365. The push is clearly towards making advanced, agentic AI a practic
The Trump administration has halted five major offshore wind projects, including Dominion Energy’s Coastal Virginia project. Dominion has filed a lawsuit, calling the move “arbitrary and capricious.” The administration cited national security but provided no details.
ServiceNow is making a massive move into cybersecurity, agreeing to acquire Armis for $7.75 billion in cash. The deal, expected to close in late 2026, aims to integrate Armis’s device threat data into ServiceNow’s platform. But it’s a huge, expensive bet in a crowded market.
Crusoe, the cloud and AI infrastructure company, is expanding its physical presence with a new office in downtown Bellevue, Washington. The move places it in a building shared with SAP and TikTok, right in the backyard of major cloud competitors.
Google Cloud CEO Thomas Kurian claims the company’s current AI infrastructure advantage stems from decisions made in 2014. The real battle, he says, isn’t just about chips—it’s about power, literally. But executing a long-term vision in a fast-moving market is its own kind of challenge.
Alphabet is spending billions to secure the electricity its AI ambitions require. The deal to acquire Intersect shows that for tech giants, the next big bottleneck isn’t chips—it’s power.
