Nokia AI and cloud orders top €1bn as hyperscaler demand surges
Nokia’s AI and cloud business is accelerating sharply, with hyperscaler-driven demand pushing fibre-based data centre infrastructure into a new growth phase.
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SAP cloud revenue rises 19% as subscriptions turn profitable
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Microsoft faces $2.8bn UK class action over cloud licensing
UK court allows class action alleging Microsoft cloud licensing inflates rival platform costs, raising concerns over cloud market competition.
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Nokia AI and cloud orders top €1bn as hyperscaler demand surges
Nokia’s AI and cloud business is accelerating sharply, with hyperscaler-driven demand pushing fibre-based data centre infrastructure into a new growth phase.
Trends
SAP cloud revenue rises 19% as subscriptions turn profitable
SAP reported stronger-than-expected first-quarter profit growth, driven by rising cloud demand and improving revenue visibility from long-term enterprise con…
Trends
Microsoft faces $2.8bn UK class action over cloud licensing
UK court allows class action alleging Microsoft cloud licensing inflates rival platform costs, raising concerns over cloud market competition.
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BICS deepens Google Cloud partnership for global enterprise communications
BICS expands its Google Cloud partnership to modernise enterprise communications, replacing PSTN systems with cloud-based global connectivity services.
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Amazon locks in $100bn Anthropic cloud deal with $25bn investment
Amazon deepens its grip on AI infrastructure by investing up to $25bn in Anthropic alongside a decade-long $100bn AWS cloud commitment.
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AWS & Lumen launch last-mile cloud connectivity service
AWS and Lumen launch a last-mile service to simplify private cloud connectivity, cutting enterprise deployment time to minutes.
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Jane Street signs $6bn CoreWeave AI cloud deal
CoreWeave expands AI cloud dominance as Jane Street commits $6bn for long-term GPU infrastructure access.
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Kraken Fed payment account draws fresh systemic risk scrutiny
Kraken’s Fed-linked account raises concerns over crypto risks entering core financial systems via payment infrastructure.
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Meta deepens AI cloud push with $21bn CoreWeave deal
Meta signs $21bn CoreWeave deal to secure AI cloud capacity through 2032 amid rising demand for AI infrastructure.
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Leaseweb expands European cloud campus with new platform tools
Leaseweb upgrades its cloud platform and capacity to support localised, compliant enterprise infrastructure.
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DT’s AI factory targets legal sector with sovereign cloud push
Deutsche Telekom’s AI Factory attracts legal firms, highlighting demand for sovereign AI and secure data processing in Europe.
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Nvidia expands AWS partnership with million-GPU AI supply deal
Nvidia will supply up to one million GPUs to AWS by 2027, highlighting surging demand for AI cloud infrastructure and computing power.
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Nvidia to supply up to one million AI chips to Amazon in cloud deal
Nvidia will supply up to one million AI chips to Amazon by 2027, highlighting soaring demand for cloud and AI infrastructure.
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Microsoft weighs legal challenge over Amazon-OpenAI cloud deal
Microsoft may sue OpenAI over Amazon cloud deal, threatening AI cloud market dynamics and Frontier platform exclusivity.
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Amazon bets on AI to double AWS revenue outlook
Amazon says AI could drive AWS revenue to $600bn by 2036, highlighting surging demand for cloud computing and AI infrastructure.
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AT&T expands enterprise AI with AWS and Microsoft
AT&T expands enterprise AI services with support from AWS and Microsoft, aiming to integrate cloud AI tools with network connectivity.
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Google Cloud promotes ‘agentic telco’ vision
Google Cloud promotes an “agentic telco” model using AI agents to automate telecom network operations and management.
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Nvidia Plans $2bn Investment in AI cloud firm Nebius
Nvidia plans a $2bn investment in AI cloud firm Nebius for specialized infrastructure to run artificial intelligence workloads as they grow.
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Huawei Cloud unveils industry AI solutions at MWC 2026
Huawei Cloud launched new AI-driven industry solutions at Mobile World Congress 2026, targeting enterprise adoption of generative AI.
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Amazon expands cloud footprint with Virginia campus deal
Amazon Web Services acquires a 16-acre campus in Virginia, expanding its cloud infrastructure in the Ashburn data centre hub.