cloud infrastructure
Infrastructure & Cloud
Amazon’s $48B India Bet: Why AWS Just Tripled Down on AI Infrastructure
Amazon raised its India investment to $48B through 2030, with $13B new money for AWS AI infrastructure. Here's what's driving the hyperscaler race.
Infrastructure & Cloud
Guarding the Deep: The 2026 Regulatory Push to Protect Subsea Cables
⚡ Key Takeaways The FCC’s remaining submarine cable landing-license rules took effect July 8, 2026, barring foreign-adversary entities from operating...
Infrastructure & Cloud
The Data Center Capacity Mirage: Why Committed Gigawatts Aren’t Getting Built
Only 5 of 16 planned gigawatts are under construction in 2026. Here's why power, permits, and transformers are the real bottleneck.
Infrastructure & Cloud
Coravel Launches: BlackRock and ACS Bet on Vertically Integrated AI Data Centers
⚡ Key Takeaways BlackRock’s Global Infrastructure Partners and Spain’s ACS Group formally launched Coravel on July 15, 2026, a 50-50...
Infrastructure & Cloud
Algeria’s Digital Backbone Goes Live: Tier III Twin Data Centers, Active-Active
⚡ Key Takeaways Algeria’s National Digital Services Center went live on 5 July 2026 with two interconnected data centers in...
Infrastructure & Cloud
SoftBank’s €75B France Bet: When the Compute Race Becomes a Power Contest
⚡ Key Takeaways SoftBank commits up to €75B for 5GW of AI data centers in France with EDF and Schneider...
Infrastructure & Cloud
After the AYRADE IPO: How a Public Sovereign Cloud Operator Scales Algeria’s Hosting
AYRADE's IPO closes June 30, funding 294 new servers through 2028. What a public sovereign cloud operator means for Algerian enterprise hosting decisions.
Infrastructure & Cloud
AWS Graviton5 Lands: 192-Core Arm Silicon Powers New M9g Cloud Instances
⚡ Key Takeaways AWS launched Graviton5-powered M9g and M9gd instances on June 10, 2026, delivering 192 Arm cores, DDR5, a...
Infrastructure & Cloud
Computex 2026 Reset: Disaggregated Inference Brings the CPU Back to the AI Stack
⚡ Key Takeaways At Computex 2026, Intel, NVIDIA, and Vector Core Compute demonstrated that agentic AI inference requires a near...
Infrastructure & Cloud
Algeria’s Grid Modernization: How the National Electricity Control System Overhaul Unlocks Data Center Expansion
⚡ Key Takeaways Sonelgaz’s 2026 overhaul of the national electricity monitoring and control system, paired with 1,480 MW of new...
Infrastructure & Cloud
The $700B Hyperscaler Bet: Why Power and Cooling Are Now the AI Infrastructure Ceiling
⚡ Key Takeaways The five largest hyperscalers — Amazon, Microsoft, Alphabet, Meta, and Oracle — have collectively committed $660–700 billion...
