Global Cloud Services
Global Cloud Services
Cloud Service company intelligence covers cloud service providers, hyperscale platforms, hosting firms, managed infrastructure operators, and edge computing providers worldwide, with enough context for readers to understand how these organisations build, operate, finance, regulate, and sell the infrastructure that supports digital markets.
Latest Coverage
Latest from Global Cloud Services
17 articles
Global Cloud Services
Oracle Cloud's 131,072-GPU cluster is a fabric specification, not a schedulable size
Oracle's zettascale cluster network is documented as a three-tier Clos topology that can address 131,072 GPUs, but the company's own operational documentation caps provisioning at the host capacity actually present in the RDMA network. The gap between those two statements is…
Global Cloud Services
Cloudflare’s 2022 outage: rollback did not prove independent failover
Cloudflare’s 21 June 2022 outage shows why geographically distributed capacity can still share one failure surface: rollback restored service, while the public record does not show that an independent path carried the load.
Global Cloud Services
Oracle Cloud’s automation promise meets the limits of deployment
Oracle Cloud Infrastructure is more than a transit-routing service: it offers code-driven provisioning, event-triggered operations, recovery orchestration and specialized AI capacity. The practical question is not whether these controls exist, but how much operational work they…
Global Cloud Services
CoreWeave launches industrial AI engineering service
CoreWeave's new service pairs specialist engineers with industrial customers to build, test and deploy AI models using their own data.
Global Cloud Services
Amazon raises £4.25bn in debut sterling bond sale
Amazon raised £4.25 billion in its first sterling bond sale, but the proceeds are not tied to a named infrastructure project.
Global Cloud Services
Microsoft patches two Windows flaws exploited in attacks
Two exploited Windows privilege-escalation flaws can outrank higher-scoring bugs when security teams decide what to patch first.
Global Cloud Services
Oracle expands HPE Juniper networking for AI infrastructure
Oracle plans a multi-year global deployment of HPE Juniper routing and switching across its AI clusters, regional data centres and edge networks.
Global Cloud Services
AWS plans 420Tbps US-Japan subsea cable
AWS is developing Sta’O’Nuk, a 20-fibre-pair subsea cable between Washington state and Japan that it expects to bring into service in 2029.
Global Cloud Services
Google plans three new Americas subsea cables
Alisios, Canoa and OlaLuz would make the Dominican Republic a common junction between planned Caribbean, Pacific and Atlantic routes.
Global Cloud Services
Lambda needs a customer-concentration covenant
Integrated AI infrastructure shifts complexity from customers but ties debt service to a few large contracts.
Global Cloud Services
Lambda needs a hardware residual-value test
Debt outlives accelerator generations. Recovery value matters if customer demand shifts before equipment is repaid.
Global Cloud Services
Lambda’s power contracts are financing contracts
AI capacity cannot earn without electricity. Long power and site commitments therefore shape lender risk as much as hardware debt.
Global Cloud Services
EU fines Google €890m over Search and Play
Google has 60 days to change Search presentation and Play steering rules after two DMA fines totalling €890 million.
Global Cloud Services
Google network update disrupts VMware stretched clusters
A faulty network update disrupted the connections that allow Google Cloud VMware Engine stretched clusters to operate across zones.
Global Cloud Services
IPC and Luware Partner to Provide Cloud Compliance Recording Service
IPC integrates Luware Recording into its communications suite, providing financial firms with a unified recording service across voice and collaboration platforms.
Global Datacenter Trends
IBM brings z17 mainframe to standard data centre racks
IBM's latest rack-mounted systems bring mainframes closer to standard data centre environments, making them easier to deploy alongside existing infrastructure.
Global Cloud Services
Satellite Mobile Faces a Commercial Reality Check
GSMA Intelligence's analysis suggests satellite mobile will compete on commercial execution rather than theoretical market size.