Wall Street is cooling on Oracle’s massive AI infrastructure buildout. The company has lost one-third of its value since its OpenAI partnership hype peaked, and analysts worry about its ability to generate cash flow.
Microsoft is rolling out significant AI-powered updates across its productivity suite. Edge for Business will get safe AI code execution, while Excel’s agent mode hits general availability. These features target enterprise users with December 2025 releases.
Microsoft just launched its second Fairwater data center in Atlanta, featuring a radical design that eliminates traditional backup power systems. The two-story facility supports 140kW per rack and houses hundreds of thousands of Nvidia’s latest GB200 and GB300 GPUs. This is part of Microsoft’s plan
Anthropic is pouring $50 billion into building AI data centers across the US, starting with Texas and New York. The facilities will come online throughout 2026 and create hundreds of jobs as demand for Claude AI grows exponentially.
365 Data Centers is teaming up with AI Edge platform provider Robot Network to bring private cloud AI services to customers. The solution will leverage 365’s infrastructure across more than 20 US facilities with rack densities between 10-50kW.
AI is accelerating cloud security evolution faster than anything before it. Traditional CNAPP platforms designed for compliance aren’t enough for AI-driven environments where models behave unpredictably. The industry is shifting toward runtime intelligence that understands behavior, not just configu
CoreWeave’s stock took a 13% hit Tuesday as CEO Mike Intrator addressed delays at a third-party data center provider. The issues are affecting the company’s full-year guidance despite what Intrator called an otherwise perfectly executed quarter.
Newly discovered security flaws in runC, the container runtime used by Docker, could let attackers escape container isolation and access host systems. The vulnerabilities involve path manipulation and symlink attacks that bypass security controls. System administrators are urged to update immediatel
Chronosphere is launching AI-Guided Troubleshooting that keeps engineers in control. The system explains its reasoning rather than making automatic decisions. It’s a direct challenge to Datadog’s approach in the crowded observability market.
Cogent Communications has agreed to sell two data centers it acquired from Sprint for $144 million in cash. The facilities are among the largest of 24 wholesale properties Cogent repurposed from the Sprint acquisition. CEO Dave Schaeffer says more deals are in negotiation as the company continues it
