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Cloud Computing

Anthropic’s S-1 makes clear it’s on the hook for billions in compute. Its customers can walk at any time
AI
Anthropic’s S-1 makes clear it’s on the hook for billions in compute. Its customers can walk at any time
By Sebastian Herrera and Jeremy KahnOctober 26, 2026
Anthropic CEO Dario Amodei
Big Tech
Anthropic plans to spend up to $567 billion on compute. Its IPO prospectus reveals plans to set up its own data centers
By Emily ForliniOctober 26, 2026
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AI
The AI boom is nearly $5 trillion short of paying for itself, Gartner says
By Joshua HongOctober 21, 2026
Daytona cofounder and CEO Ivan Burazin
AI
Exclusive: Daytona, a startup building the ‘agentic cloud,’ valued at $1 billion in latest funding round
By Jeremy KahnOctober 20, 2026
Workday CEO Aneel Bhusri’s unfinished business
AI
Workday CEO Aneel Bhusri’s unfinished business
By Andrew NuscaOctober 13, 2026
Nvidia backs startup Reactor as buzz grows for world models  
Startups & Venture
Nvidia backs startup Reactor as buzz grows for world models  
By Wen ShaoOctober 5, 2026
Tokens are starting to be priced more like a commodity– as interchangeable as salt or wheat.
AI
The latest ‘crack in the thesis’ for the trillion-dollar AI boom: Tokens are getting cheaper
By Eva RoytburgSeptember 9, 2026
Larry Page and Sergey Brin smile in front of old Google servers.
Leadership
Google’s founders didn’t market test Alphabet’s name before launching the now $1.9 trillion juggernaut. Here’s the advice Steve Jobs gave Larry Page
By Sasha RogelbergAugust 19, 2026
Kalshi’s CEO is racing to build a futures market for AI’s most precious resource, which could be worth $100 trillion by 2030
Banking
Kalshi’s CEO is racing to build a futures market for AI’s most precious resource, which could be worth $100 trillion by 2030
By Jeff John RobertsAugust 12, 2026
Elon Musk says SpaceX data centers will crush competitors because its rocket scientists are like the Yankees ‘playing a Little League team’
AI
Elon Musk says SpaceX data centers will crush competitors because its rocket scientists are like the Yankees ‘playing a Little League team’
By Tatiana SatauaAugust 4, 2026
Man in a polo shirt gives a thumbs up
Big Tech
Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience
By Amanda GerutJuly 27, 2026
all five founders of SkyPilot pose for a photo
Startups & Venture
SkyPilot, from Databricks’ cofounder, raises $20M to be the Switzerland of AI compute
By Lily Mae LazarusJuly 21, 2026
Meta’s cloud compute dreams: Why opt for U.S. AI data centers when Saudi Arabia has cheap oil and cheaper power?
Big Tech
Meta’s cloud compute dreams: Why opt for U.S. AI data centers when Saudi Arabia has cheap oil and cheaper power?
By Catherina GioinoJuly 2, 2026
Meta CEO Mark Zuckerberg (left) and CTO Andrew "Boz" Bosworth in Menlo Park, California, on Wednesday, Sept. 17, 2025. (Photo: David Paul Morris/Bloomberg/Getty Images)
Newsletters
Meta prepares to join the cloud infrastructure fray
By Andrew NuscaJuly 2, 2026
Microsoft seeks to be AI’s center of gravity again. CEO Satya Nadella is in San Francisco to make the case
AI
Microsoft seeks to be AI’s center of gravity again. CEO Satya Nadella is in San Francisco to make the case
By Sebastian HerreraJune 2, 2026
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North America
Pentagon orders bases to plan for 90 days without the grid as Britain urges families to stockpile food and waterplaceholder alt text
By Bilin LinOctober 26, 2026
Success
Despite a $150 million net worth, Quentin Tarantino refuses to give a ‘penny’ of his fortune to his mother: ‘No house, no Cadillac’placeholder alt text
By Orianna Rosa RoyleOctober 28, 2026
Economy
For the first time since 1992, a Fed governor and president dissented together, as Kevin Warsh says the 'monetary medicine' is starting to workplaceholder alt text
By Catherina GioinoOctober 28, 2026
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