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Cloud Computing

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
Snowflake CEO says monster quarter shows why software firms need new pricing models to thrive in AI age
AI
Snowflake CEO says monster quarter shows why software firms need new pricing models to thrive in AI age
By Sebastian HerreraMay 30, 2026
OpenAI CEO Sam Altman in Oakland, California, on May 12, 2026. (Photo: Josh Edelson/AFP/Getty Images)
Newsletters
Musk v. Altman: That’s all, folks
By Andrew NuscaMay 19, 2026
Why CEO Bill McDermott says ServiceNow’s 39% stock crash is Saaspocalypse ‘nonsense’ and why AI will make it a trillion-dollar company
AI
Why CEO Bill McDermott says ServiceNow’s 39% stock crash is Saaspocalypse ‘nonsense’ and why AI will make it a trillion-dollar company
By Alexei OreskovicMay 8, 2026
A Michigan farm town voted down plans for a giant OpenAI-Oracle data center. Weeks later, construction began
Magazine
A Michigan farm town voted down plans for a giant OpenAI-Oracle data center. Weeks later, construction began
By Sharon GoldmanMay 6, 2026
Photo of Thomas Kurian
Big Tech
Google Cloud revenue is now 18% of Alphabet’s business. Is this the beginning of the end of Google’s search identity?
By Alexei OreskovicApril 29, 2026
AWS CEO Matt Garman sees huge business opportunity for Amazon in AI-powered software: ‘Everything is going to be remade’
AI
AWS CEO Matt Garman sees huge business opportunity for Amazon in AI-powered software: ‘Everything is going to be remade’
By Alexei OreskovicApril 29, 2026
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By Marco Quiroz-GutierrezSeptember 18, 2026
C-Suite
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By Catherina GioinoSeptember 18, 2026
Success
Billionaire TikTok founder is now the richest person in all of Asia, with a $105 billion net worth—he's gained $92 billion since 2019 thanks to AIplaceholder alt text
By Emma BurleighSeptember 17, 2026
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