VMware’s partner ecosystem is undergoing massive changes under Broadcom. The new VCSP program is invite-only and has already excluded hundreds, if not thousands, of previous partners from continuing their VMware cloud businesses.
Amazon has reportedly acquired the Devlin Technology Park site in Prince William County for $700 million. The 270-acre property can support up to 3.5 million square feet of data center space and represents a massive bet on continued cloud growth.
Snowflake is betting big on PostgreSQL integration with its new open source pg_lake extensions. The move comes after acquiring Crunchy Data for $250 million in June. But buyers still struggle to tell data platforms apart in the AI gold rush.
Deutsche Bank is looking to hedge its massive exposure to data center financing as AI lending booms. The bank has extended billions to companies serving hyperscalers like Microsoft and Amazon, but now worries about potential overinvestment. They’re considering shorting AI stocks and buying default p
Google has announced Project Suncatcher, a research initiative to launch AI chips into space on solar-powered satellites. The goal is to create space-based data centers that can harness near-unlimited clean energy. This could address the massive electricity demands of AI that are driving up emission
Google Meet is getting a major upgrade that integrates Google Chat directly into meetings. All messages, files, and links shared during a call will now persist in a dedicated Chat space afterward. The feature rolls out starting November 10, 2025 for Workspace business and enterprise customers.
Microsoft is spending over $60 billion on neocloud data center capacity to fuel its AI ambitions. The massive commitment includes a $23 billion deal with UK startup Nscale for access to 200,000 of Nvidia’s latest GB300 chips across multiple countries.
Nvidia and Deutsche Telecom are launching a massive AI data center in Munich featuring 10,000 Blackwell GPUs. The facility will offer 500 petaflops of compute power and begin operations in Q1 2026. Major companies including Siemens and Perplexity have already signed on to use the industrial AI cloud
OpenAI just inked a massive $38 billion agreement to use Amazon’s cloud infrastructure through 2026. The deal comes just days after the AI company restructured its relationship with longtime partner Microsoft.
Amazon is integrating its new Alexa Plus AI assistant directly into the Amazon Music app. The feature is available starting today for users in the Alexa Plus Early Access beta program. All subscription tiers can access the AI-powered music discovery tools for free.
