Cloud Infrastructure Provider
Appears in 6 stories
Market leader pursuing model-agnostic agent strategy via Bedrock
For two years, every major cloud vendor has been bolting artificial intelligence onto its existing products. At Google Cloud Next 2026, which opened April 22 in Las Vegas, chief executive Thomas Kurian argued that era is over. His keynote, titled 'The Agentic Cloud,' presented Google's Gemini as a full enterprise operating system (an orchestration engine, agent runtime, governance system, and integration bus) that runs autonomous agents acting on behalf of workers, not just advising them.
Updated May 31
US-East-1 region affected by February 2026 cascade
On February 16, 2026, a misconfigured routing update at Cloudflare's Ashburn data center cascaded across the internet, taking down X for three hours and degrading AWS's largest region. Thousands of other websites went down too. The error took 40 minutes to identify but four hours to fix because corrupted routing tables spread to upstream providers.
Updated May 29
Primary investor and operator
Amazon is transforming northern Indiana farmland into one of the world's largest artificial intelligence computing hubs. In November 2025, the company announced a $15 billion expansion on top of an $11 billion project already under construction near New Carlisle.
Updated May 27
Largest cloud provider, $200B capex guidance for 2026 after Q4 AWS 24% growth to $35.6B
ChatGPT's November 2022 launch triggered the fastest infrastructure buildout in tech history. Hyperscalers are now on track to spend over $1 trillion in 2026, exceeding the GDP of all but 10 countries.
Updated May 19
Pursuing nuclear power partnerships after FERC setback; invested $500M in X-energy SMRs
Google spent $4.75 billion over a year ago acquiring Intersect Power, owning power plants that feed its AI data centers. Amazon bought a Pennsylvania nuclear campus; Microsoft restarted Three Mile Island in September 2024; Meta announced nuclear deals with Vistra, TerraPower, Oklo unlocking up to 6.6 gigawatts for American AI. Tech giants now control the grid.
Updated May 16
High-profile case study for co-located load after the Susquehanna dispute
Data centers found a shortcut: park next to a generator and drink power without waiting years for grid upgrades. On Dec. 18, FERC doubled down—unanimously—ordering PJM to rewrite its tariff so co-located mega-load can't stay "invisible" to planning, service definitions, and cost responsibility.
Updated May 15
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