Cloud Computing

Claude is now GA on Azure Foundry. Enterprises get frontier AI via existing Azure contracts with Entra ID governance and a model router that cuts costs 50%.

xAI's Grok 4.3 hits Amazon Bedrock at $1.25/M tokens—58% cheaper than Claude. Here's the enterprise decision framework for model selection.

Google pays SpaceX $920M monthly for 110,000 GPUs through 2029. What this means for enterprise AI infrastructure planning and vendor negotiations.

Anthropic's $200 billion Google Cloud commitment represents 40% of its projected capex through 2030. What this means for enterprise cloud strategy and vendor selection.

Google Cloud split its 8th-gen TPU into separate training and inference chips, backed by $185B in capex. For enterprise leaders, this signals a fundamental shift: the era of one-size-fits-all AI infrastructure is over.

Google's $40B Anthropic investment locks in 5GW TPU capacity, valuing compute access over equity. For enterprise buyers: vendor concentration risk just intensified as only 3 frontier labs control AI.

Google is pouring up to $40 billion into Anthropic—the company whose Claude model is outselling Gemini in enterprise. It's the largest single-company AI bet in history, and it reveals more about Google's AI strategy than any product launch.

Stanford founder's multi-silicon cloud delivers 3-10x faster AI inference by orchestrating workloads across CPUs, GPUs, and specialized chips. Already running at top frontier labs and hyperscalers with 8-figure revenue.