hyperscaler
Infrastructure & Cloud
Microsoft to More Than Triple Azure Capacity to 38 Gigawatts by 2032 After Losing Clients to AWS
Microsoft plans to triple Azure capacity to 38+ GW by 2032 after capacity limits pushed Temu and GitHub AI traffic to AWS — a rare admission a hyperscaler's own infrastructure capped its growth.
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
Marvell Teralynx T100: The 102 Tbps Switch Rewiring AI Data Centers
⚡ Key Takeaways Marvell’s Teralynx T100 is the industry’s first 102.4 Tbps switch silicon, built on a 3nm process node...
Infrastructure & Cloud
Modular Data Centers: The 6-Month Build Strategy Disrupting AI Infrastructure
⚡ Key Takeaways Modular prefab data centers cut build times 40% and costs by up to 43%, but only 5...
Infrastructure & Cloud
Power Before Space: How the Grid Interconnect Queue Is Reshaping the Global Colocation Market in 2026
⚡ Key Takeaways Active hyperscaler IT load will grow from 24.37 GW in 2025 to 147.13 GW by 2035. Primary...
Infrastructure & Cloud
America-India Connect: Google’s $15B Subsea Bet Makes India an AI Trade Hub
⚡ Key Takeaways Google is constructing $15 billion in data center infrastructure in Andhra Pradesh, India, anchored by subsea cable...
Infrastructure & Cloud
Power Before Chips: The $80B Azure Backlog That Reveals Hyperscalers’ Real Constraint
⚡ Key Takeaways Microsoft has $80B in unfulfilled Azure orders blocked by electricity shortages, not GPU scarcity. Combined 2026 hyperscaler...
Infrastructure & Cloud
The $112 Billion Quarter: Inside the Q1 2026 Hyperscaler AI Infrastructure Sprint
⚡ Key Takeaways AWS, Azure, and Google Cloud collectively spent $112 billion in Q1 2026 on AI infrastructure — a...
Policy & Regulation
EU DMA Cloud Probe: AWS and Azure Face Gatekeeper Designation by November 2026
⚡ Key Takeaways > Key Takeaway: The European Commission launched formal market investigations into Amazon Web Services and Microsoft Azure...
Infrastructure & Cloud
Oracle Lights Up Casablanca: First Hyperscaler Public Cloud Region in North Africa
⚡ Key Takeaways Oracle activated its Casablanca cloud region on April 13, 2026 with hosting partner N+ONE Datacenters, making it...
