In one of the largest cloud computing deals ever, OpenAI has contracted with Oracle for $300 billion in processing power over five years starting in 2027. Oracle has committed to 4.5 gigawatts of capacity. A typical nuclear plant caps at 1 gigawatt of output generated at any given instant. The deal involves risk for both companies. OpenAI’s annual revenue of about $10 billion is far short of the amount needed to cover this tab. Oracle’s exposure comes with depending on a small number of large customers for so much revenue and the expense of expanding infrastructure to fulfill the obligation. Continue reading OpenAI Signs $300 Billion Cloud Computing Deal with Oracle

AI infrastructure company Nebius Group NV has entered into a $17.4 billion deal to provide dedicated compute power to Microsoft from a new data center in Vineland, New Jersey. The five-year agreement could be worth up to $19.4 billion with additional capacity and services. The news sent Nebius shares surging by 49 percent on the Nasdaq composite, underscoring how the rapidly growing demand for AI support can influence the fate of companies. The deal added $1 billion to the value of Nebius founder Arkady Volozh’s stake. The Russian expatriate founded that country’s equivalent of Google. Continue reading Microsoft Contracts with Nebius for $17.4 Billion in AI Capacity

Elon Musk’s SpaceX is the latest customer to purchase spectrum from EchoStar as that company continues to restructure. The firms have reached a definitive agreement for SpaceX to acquire $17 billion worth of AWS-4 and H-block spectrum, designated for mobile and satellite communications. SpaceX will also fund approximately $2 billion of cash interest payments payable on EchoStar debt through November of 2027. In addition, EchoStar is entering into a long-term commercial agreement that will allow it to access SpaceX’s next-generation Starlink Direct to Cell service for EchoStar’s Boost Mobile subscribers. Continue reading SpaceX Paves Starlink Mobile Path with $17B EchoStar Deal

Two new Google infrastructure projects will benefit from a nearly $20 billion Alphabet cash infusion. Reported in recent weeks: a $9 billion cloud and AI server facility expansion in Virginia and $9 billion to be spent on new construction and an existing plant upgrade in Oklahoma. Google has also committed $1 billion to AI training and support from the community college to university levels in both states. Such ambitions do not stop at U.S. shores. AWS has earmarked $4.4 billion to construct and operate cloud centers in New Zealand while OpenAI seeks investors for an India build-out. Continue reading Google, AWS Rack Up $23 Billion in New Data Center Growth

Meta Platforms has agreed to a six-year deal with Google Cloud valued at $10 billion as part of its push into artificial intelligence. Use of Google Cloud data centers are expected to help the social media giant bring leading-edge AI tools to market more quickly. This is the first agreement between Google Cloud and Meta, which continues to work with the number one and two global cloud providers by market share, Amazon Web Services (30 percent) and Microsoft Azure (20 percent). Third-place Google has been aggressively pursuing big cloud contracts as it seeks to grow its 13 percent share. Continue reading Meta Secures $10 Billion Deal with Google Cloud for AI Efforts

Atlanta-based local TV station group Gray Media is rolling out a hyper-personalized DTC service that will debut in January, utilizing end-to-end streaming solution technology from OTT solutions firm Quickplay Media via Google Cloud. “By harnessing real-time data and advanced machine learning, Gray will transform how content is delivered and consumed, establishing a new benchmark for the media and entertainment industry,” explains Gray, which owns affiliates of ABC, CBS, NBC and FOX. The as-yet-unnamed product from the new partnership will understand viewer preferences in real time and adjust content sequence and ad loads based on consumer habits. Continue reading Gray Media Teams with Quickplay and Google Cloud on DTC

Meta Platform reported another strong quarter, with profit up 36 percent to $18 billion on revenue of $47.5 billion, a 22 percent increase. Justifying to investors why the company spent billions restructuring AI operations as part of the new AI Superintelligence Lab and recruiting talent to run it, company CEO Mark Zuckerberg emphasized his desire “to build personal superintelligence for everyone in the world.” Zuckerberg said he believes AI superintelligence “has the potential to begin an exciting new era of individual empowerment.” Meta plans to more than double spending to build AI infrastructure, including server-filled data centers, and initiatives supporting model training and cloud computing. Continue reading Meta Profit Is Up 36 Percent, Fueling Superintelligence Race

The $88 billion Microsoft invested in building data centers for artificial intelligence and cloud computing over the past year seems to be paying off with the company reporting profit of $101 billion for fiscal year 2025, which ended June 30. Quarterly revenue for the April through June period was $76.4 billion, up 18 percent year-over-year, with profit of $27.2 billion, a 24 percent increase. “Cloud and AI is the driving force of business transformation across every industry and sector,” said Microsoft Chairman and CEO Satya Nadella, noting Azure passed $75 billion in revenue for the year, up 34 percent. Continue reading Driven by AI and Cloud, Microsoft Profit Exceeds $100 Billion

Alphabet reported a 14 percent year-over-year revenue increase to $96.4 billion, propelled largely by growth in the Google Cloud and Google Search divisions. Artificial intelligence had a significant impact across the board, including in spending. Capital expenditure is expected to be roughly $85 billion in 2025, compared to $52.5 billion in 2024. Google Cloud generated $13.6 billion in Q2, up 32 percent from the same period last year. Advertising sales totaled $71.3 billion for the quarter, a 10.4 percent improvement from the year earlier frame. Google Search, which is integral to advertising sales, was up 11.7 percent. Continue reading Q2 Revenue Hits $96B as Google Invests in AI Search, Models

Microsoft is enabling cross-device play history for its popular Xbox system so that console and cloud-playable titles can follow users across devices using the Xbox PC app. Initially available to Xbox Insiders, players can start on a PC and finish on a Series X console or Asus ROG Ally — connecting gaming for anyone with an Xbox account to connect across all platforms in the Xbox ecosystem. Cross-device gameplay even works with titles that aren’t natively available across all platforms. Whatever the device, users can find their play history at the end of the “Jump back in” list on the Home screen. Continue reading Latest Microsoft Xbox Update Enables Cross-Platform Gaming

T-Mobile has begun updating its 5G network to the L4S standard (Low Latency, Low Loss, Scalable), becoming the first mobile service to do so. The technology reduces latency, resulting in improved video calls and smoother cloud gaming. T-Mobile says the format is “a key step toward a smarter, programmable 5G,” describing L4S as consistently delivering “low latency, minimal packet loss and real-time responsiveness — even under heavy traffic,” marking a significant improvement in “performance-driven use cases where every millisecond matters,” including Extended Reality (XR) “and even remote driving” for driverless cars. Continue reading T-Mobile 5G Update to L4S Improves Gaming and Video Calls

OpenAI is adding Google Cloud to its list of global infrastructure providers for ChatGPT after relying exclusively on Microsoft Azure since the chatbot’s 2022 launch until January 2025 when Stargate was announced. Oracle and CoreWeave are also OpenAI cloud providers. Oracle is a Stargate investor, as is Nvidia, which holds a minority interest in CoreWeave. OpenAI has been active as it heads toward a December deadline for transitioning to a for-profit company. Meanwhile, ChatGPT is integrating a payment system to receive commissions on sales it initiates, and yesterday OpenAI launched a new AI agent that can perform complex tasks within a user’s browser. Continue reading OpenAI Contracts Google Cloud and Debuts ChatGPT Agent

Oracle will supply massive compute power to OpenAI as part of a new contract reported at $30 billion annually focused on accelerating Sam Altman’s ambitions for Stargate, the initiative to build U.S. data centers announced in January by President Trump as a matter of national security. OpenAI committed $500 billion over four years to the project. The Oracle deal involves an estimated 4.5 gigawatts of U.S. data center power consumption, equivalent to the power output of four-and-a-half nuclear reactors operating at full capacity — enough to power approximately 3.3 million U.S. households during that time. Continue reading OpenAI Deal with Oracle to Scale Up U.S. Cloud Infrastructure

New Jersey-based cloud-computing startup CoreWeave has reached an agreement to acquire crypto miner Core Scientific in a vertical integration move that will see the AI infrastructure provider gain access to more than 1 gigawatt of U.S. data center capacity with an incremental 1 gigawatt of power available for expansion. The all-stock transaction, valued at $9 billion, is expected to close in Q4 pending regulatory approval. According to CoreWeave, the purchase will eliminate some $10 billion in upcoming lease fees, saving around $500 million annually starting in 2027 and helping to “future-proof” the company. Continue reading AI Provider CoreWeave to Acquire Core Scientific for $9 Billion

Microsoft has entered into a five-year strategic partnership with the Premier League, replacing Oracle as the British football association’s official cloud partner in addition to providing AI services. Premier League mobile and web apps will begin featuring a chatbot powered by Copilot and Microsoft AI, which will also be used for the league’s fantasy games. The Premier League says it has 1.8 billion fans in 189 countries and claims to be “the world’s most-watched football league.” Microsoft will also help modernize the League’s technical infrastructure, both internally and in broadcast operations. Continue reading Microsoft Nets British Premier League as Cloud and AI Client